How to Remove a User’s Access to View a Sequestered Client
Click the Search icon. Type in “Staff/Users” in the search bar. Select “Staff/Users (Administration)” 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
Click the Search icon. Type in “Staff/Users” in the search bar. Select “Staff/Users (Administration)” from the search results. This takes you to the Staff/Users list page. Use the filters to […]
How to Reinstate a User’s Ability to View a Client’s Chart
Click the Search icon. Type in “Staff/Users” in the search bar. Select “Staff/Users (Administration)” from the search results. This takes you to the Staff/Users list page. Use the filters to […]
How to Block a User from Viewing a Client’s Chart
SmartCare allows you to block a user from viewing a client’s chart. This is often done when a client has a family member or friend who works in Behavioral Health. […]
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 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 […]