How to Make a Staff/User a Proxy for Another Staff/User
A Proxy is someone who can author a document or do a task on behalf of another staff/user. To learn more about the Proxy’s Role from the end user’s perspective, […]
How to Set-up the Privacy Officer
Each county should designate one user as the Privacy Officer. When a client signs a Coordinated Care Consent, they have the option to add comments about any other restrictions they […]
How to Make Permission Exceptions for a User
All users have assigned user roles which sets their permissions. Some users may have unique jobs that require exceptions to their user role permissions. For example, all counties must designate […]
How to Modify a Staff/User
Click the Search icon. Type âStaff/Usersâ into the search bar. Select âStaff/Users (Administration)â from the search results. This takes you to the Staff/Users list Select the staff who you want […]
How to Add Network Adequacy Certification Information
For any staff/users who are direct service providers, complete this step, regardless if they can access SmartCare or not. Click on the Custom Fields tab. Complete the NACT Reporting section. […]
Set the Userâs Licenses/Degrees
For any staff/users who are direct service providers, complete this step, regardless if they can access SmartCare or not. A userâs licenses/degrees will determine what procedure codes they have access […]
How to Delete a Tracking Protocol
Click the Search icon. Type in âTracking Protocolsâ in the search bar. Select âTracking Protocols (Administration)â 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 âTracking Protocolsâ in the search bar. Select âTracking Protocols (Administration)â from the search results. This takes you to the Tracking Protocols list page. Use […]
Set the Userâs Preferences
Click on the Staff Preferences tab. Complete the Practice Management section. Homepage â 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 […]