How to Reinstate a Userâs Ability to View a Clientâs Chart
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Click the Search icon. Type in âStaff/Usersâ in the search bar. Select âStaff/Users (Administration)â 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 Clientâs Chart
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SmartCare allows you to block a user from viewing a clientâs 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
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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
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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
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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
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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
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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
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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
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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
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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 […]