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 “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 […]

Set the User’s 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 user’s 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 “Tracking Protocols” in the search bar. Select “Tracking Protocols (Administration)” from the search results. This takes you to the Tracking Protocols list page. Use […]