A User is Receiving an Error that says They Donât Have Permission to Access a Screen
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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
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This is likely a bug. Reach out to CalMHSA via the Help Desk. Under Construction
Enter Demographic 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 Demographic/Professional tab. Complete the Professional section. Taxonomy Code […]
How to Perform a Caseload Reassignment
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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
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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
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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
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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
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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
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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
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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, […]