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 […]
How to Perform a Caseload Reassignment
To perform a Caseload Reassignment, follow the steps below: Click the Search icon. Type Caseload Reassignment into the search bar. Click to select Caseload Reassignment (My Office). The Caseload Reassignment […]
How to Complete a Note
The system will have multiple note templates that can be associated to a procedure code. A user’s ability to complete the note is dependent on the note present. Below we […]
How to Complete a Clinical Document
There are multiple documents throughout SmartCare, and users may have general questions about how to complete the document. Firstly, there are guides and videos on specific clinical documents; users can […]
Assign User Roles/Permissions
For any staff/users who do NOT need to login to SmartCare, you can skip this step. For anyone who will be logging into SmartCare, the user needs to be assigned […]
Documents in Signed or Completed Status
Once a document has been signed or completed it cannot be moved. At this point the document can only be errored. A new document would need to be done in […]
Documents Not in Signed or Completed Status
If the status is that that is not in Signed, Completed, or New the user can move the document to the correct client. If document status is New, but the […]
How to Address a Document Entered Against a Wrong Client
It may happen that a user enters documentation for the wrong client. When this occurs there are two options, these options are dependent on the status of the document. Firstly, […]