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 Client’s Name in […]

How to Enable a Disabled User Account

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User accounts will automatically lock when they have multiple failed logins attempts and/or failed security question responses. Currently, the system allows three attempts (this can be configured so may vary […]

How to Merge Duplicate Clients

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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 […]

How to Find the Staff ID

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Click the Search icon. Type “Staff/Users” into the search bar. Select “Staff/Users (Administration)” from the search results. This takes you to the Staff/Users list Select the staff who you want […]

How to Upload Your County’s Letterhead

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Click the Search icon. Type “County Information” in the search bar. Select “County Information (Administration)” from the search results. This brings you to the County Information screen. Scroll down to […]

How to Update Your County’s Information

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Click the Search icon. Type “County Information” in the search bar. Select “County Information (Administration)” from the search results. This brings you to the County Information screen. Update the information […]

How to Allow a User to View a Sequestered Client

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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 […]