Category: System Administration Documentation

How to Enable a Disabled User Account

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

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 […]

How to Find the Staff ID

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

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

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 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 Single 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 Set a User to Require Co-Signature on Documents

NOTE: Co-Signers and Reviewers serve different functions in SmartCare. CalMHSA is not currently using the reviewer functionality, as it doesn’t meet the use cases for counties. CalMHSA is working with […]