Category: System Administration Documentation

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 […]

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 “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 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 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 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 […]