How to Remove a Userâs Access to View a Sequestered Client
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Click the Search icon. Type in âStaff/Usersâ in the search bar. Select âStaff/Users (Administration)â from the search results. This takes you to the Staff/Users list page. Use the filters to […]
How to Allow a User to View a Sequestered Client
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You can allow access to a specific user to view a VIP or Sequestered account, follow the steps below: Click the Search icon. Type in Staff/Users in the search bar. […]
How to Reinstate a Userâs Ability to View a Clientâs Chart
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Click the Search icon. Type in âStaff/Usersâ in the search bar. Select âStaff/Users (Administration)â from the search results. This takes you to the Staff/Users list page. Use the filters to […]
How to Add a Client to a Program
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NOTE: DO NOT do this outside of clinical workflow unless you are fixing an error. With the client open, click the Search icon. Type Client Programs in the search bar. […]
How to Add a Client to SmartCare
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NOTE: DO NOT do this outside of clinical workflow unless you are fixing an error. Click the Client Search icon. Click to select Client Search. Enter the Clientâs Name in […]
How to Merge Duplicate Clients
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In this section you will learn how to merge a client that has been duplicated in the system. Items that will transfer to the account you are keeping: Diagnosis will […]