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, […]
User Can’t Select a Program in the Service Note

This may be due to a few different issues. The Clinician who provided the service is not associated with the program. The Client who received the service is not associated […]
User Can’t Select a Procedure Code in the Service Note

This may be due to a few different issues. The Clinician who provided the service does not have the appropriate license/degree OR their license may be expired The selected program […]
How to Create a New Staff/User

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 page. Click on the New icon. […]
Note Tab Not Displayed

The Note tab will not be present until a Procedure code has been selected AND the Status field is marked as “Show.” The status cannot be marked as “Show” for […]
Incorrect Note Type is Displayed

The Note type is driven by the Procedure code. The Note tab will not be present until a Procedure is selected. Some procedure codes do not have an associated note […]
Red-Error in Service Note: “Please Enter Total Duration”

Users may get this error when attempting to save their service note. There’s no field for “Total Duration”. CalMHSA had to relabel the Total Duration field due to CalAIM payment […]