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 âTracking Protocolsâ in the search […]
How to Delete a Flag
Click the Search icon. Type in âFlag Typesâ in the search bar. Select âFlag Types (Administration)â from the search results. Use the filters to find the flag you want to […]
How to Deactivate a Flag
Click the Search icon. Type in âFlag Typesâ in the search bar. Select âFlag Types (Administration)â from the search results. Use the filters to find the flag you want to […]
How to Modify a Flag
Note that when you modify a flag, any instances of this flag that are already present in the system will NOT be updated based on these modifications. Modifications will be […]
How to Create a Flag
Click the Search icon. Type in âFlag Typesâ in the search bar. Select âFlag Types (Administration)â from the search results. This takes you to the Flag Types list page. Click […]
A User is Receiving an Error that says They Donât Have Permission to Access a Screen
This is likely a permissions issue. Check the userâs user roles and permissions. If you feel that a permission on a CalMHSA-managed user role is incorrect, reach out to CalMHSA […]
A User is Receiving a Red Error Message
This is likely a bug. Reach out to CalMHSA via the Help Desk. Under Construction
Enter Demographic Information
For any staff/users who are direct service providers, complete this step, regardless if they can access SmartCare or not. Click on the Demographic/Professional tab. Complete the Professional section. Taxonomy Code […]