Category: System Administration Documentation

Pharmacies: Searching and Creating a New Pharmacy

How to Update the Prescriber Location Requirements

Staff that prescribe medications require office locations to have an address, phone number, and a fax number. The location is also required to be designated as a ‘Prescribing Location.’ Select […]

Global Code Overview

Click the Search icon. Type “Global Codes” in the Search Bar. Select “Global Codes (Administration)” from the search results. This takes you to the Global Code List page. Since this […]

How to Add to an Existing Global Code

Click the Search icon. Type “Global Codes” in the Search Bar. Select “Global Codes (Administration)” from the search results. This takes you to the Global Code List page. Use the […]

How to Modify an Existing Global Code

Click the Search icon. Type Global Codes in the Search Bar. Select Global Codes (Administration). This takes you to the Global Code List page. Use the filters and search to […]

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 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 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 Walk a User Through Adding Their Signature

For staff to prescribe medication they need to either have a signature uploaded to the system in the form of an image or have the signature captured electronically. This needs […]