All Client Search
When using the Client Search window, a user will only be able to see search results that match their Client Access Rules. The “All Client Search” button does not work […]
Special Populations
Note: CalMHSA recommends creating special populations sparingly. For example, “FSP” does not need to be added as a special population because all FSP clients will be enrolled in an FSP […]
How to Add a Client to a Program
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
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 Client’s Name in […]
How to Merge Duplicate Clients
In this article, you will learn how to merge client records that have been duplicated in SmartCare. The following information will be merged to the client’s record that you are […]