How to Delete a Flag
Click the Search icon. Type in “Flag Types” in the search bar. Select “Flag Types (Administration)” 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 “Flag Types” in the search bar. Select “Flag Types (Administration)” 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 “Flag Types” in the search bar. Select “Flag Types (Administration)” from the search results. This takes you to the Flag Types list page. Click […]
A User is Receiving an Error that says They Don’t Have Permission to Access a Screen
This is likely a permissions issue. Check the user’s 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 […]