Category: System Administration Documentation

Set the User’s Licenses/Degrees

For any staff/users who are direct service providers, complete this step, regardless if they can access SmartCare or not. A user’s licenses/degrees will determine what procedure codes they have access […]

How to Delete a Work Group

Click the Search icon. Type in “Work Groups” in the search bar. Select “Work Groups (Administration)” from the search results. This takes you to the Work Groups list page. Select […]

How to Delete a Tracking Protocol

Click the Search icon. Type in “Tracking Protocols” in the search bar. Select “Tracking Protocols (Administration)” from the search results. This takes you to the Tracking Protocols list page. Use […]

How to Deactivate a Tracking Protocol

Click the Search icon. Type in “Tracking Protocols” in the search bar. Select “Tracking Protocols (Administration)” from the search results. This takes you to the Tracking Protocols list page. Use […]

Set the User’s Preferences

Click on the Staff Preferences tab. Complete the Practice Management section. Homepage – The first page the user sees upon logging in. This is also the page that is linked […]

How to Modify a Tracking Protocol

Note that when you modify a tracking protocol, any instances of this protocol that are already present in the system will NOT be updated based on these modifications. Modifications will […]

Associate the User with Programs

For staff/users who are direct service staff need to be associated with all programs they provide services in. Users, including non-direct service staff, need to be associated with all programs […]

Assign at Least One Clinical Data Access Group

Click on the Proc/Prog/Loc/Proxy/Supervisor tab. In the Clinical Data Access Groups section, click on the Add CDAG(s) button. This opens a popup window with CDAGs that the user is not […]

How to Create a Tracking Protocol

Tracking Protocols are a group of flags. Tracking Protocols allow you to assign a group of flags at once. Click the Search icon. Type in “Tracking Protocols” in the search […]

How to Delete a Flag

Click the Search icon. Type in “Flag Types” in the search bar. Select “Flag Types (Administration)” from the search results. Use the filters to find the flag you want to […]