2 Factor Authentication

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2 Factor Authentication is configured in two spots: Configuration Keys Staff Details  Note: 2FA is enabled by Environment (QA, PROD), not by User – ensure ALL Staff have email/text entered […]

How to Set-Up an ECM

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Step One (Optional): Create/Designate a Program as an ECM Program Click the Search icon. Type Programs in the search bar. Click to select Programs (Administration). Click the New icon or […]

Datapalooza – Program Data Meta-Tagging

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NEW: Download the updated Conversion Document and the corresponding Global Code ReadMe. The function of the program meta-tagging screen is to help us define attributes of each program. This definition […]

How to Review Reported Errors

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CalMHSA has created a method for end users to request corrections for errors they cannot fix by themselves. This allows for better tracking of errors and subsequent corrective actions. The […]

Error Correction: Addressing Service Note Errors

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For Services That Have a Signed Note and Have Been Marked Complete Click the Search icon. Type “Services” in the search bar. Select “Services (My Office)” from the search results. […]

About Configuring the 837

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Throughout SmartCare many fields and configurations come together to create all the data needed for 837p and 837i claim files. This section goes over some of the configurable areas in […]

Agency Table

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The Agency table in SmartCare contains identifying information for the billing entity (the County). The important columns for the claims generation process are: The Agency Table Column Name Description 837 […]

Claim Format Configuration Details

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There are base claim formats that are included in SmartCare.  Claim formats are setup against each billable Plan in SmartCare.  Plans such as Medi-Cal have specific logic built in, to […]

Plan Setup – 837i and 837p

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Plans are the insurance plans and payers who are billed to pay for the clients’ services in SmartCare.  The plan contains information necessary for the 837 claim file creation. Within […]