Patient Portal User Roles

2023 CalMHSA Logo

Creating a Non-Staff User Role A non-staff user role can be created the same way as any user role. (See User Role Administration for more information). However, there is an […]

How to Bill for Residential Bed Day Programs

2023 CalMHSA Logo

This article will walk through the configuration needed to send the Rendering Provider as an Organization for Residential Bed Day Programs.  Click the Search icon. Type Billing Claim into the […]

Patient Portal Overview

2023 CalMHSA Logo

The Patient Portal for SmartCare is just a log-in to SmartCare for certain types of users. These users are called “Non-Staff Users”. These types of users are very similar to […]

Patient Portal User Administration

2023 CalMHSA Logo

Overview Patient Portal Users are considered “Non-Staff Users”. Non-Staff Users can be managed via the Non-Staff Users list page. Click on the Search icon. Type in “Non-Staff Users” in the […]

Patient Portal Document Assignment Administration

2023 CalMHSA Logo

Patient Portal users can complete documents while in the portal, immediately adding these documents to SmartCare for other users, including Staff Users, to view. These documents must be assigned to […]

How to Manage your Medi-Cal Managed Care Plans

2023 CalMHSA Logo

Every county has at least one managed care plan (MCP) that contracts with the State (DHCS) to provide mental health services to clients with mild to moderate impairment. DHCS requires […]

How to Customize the Coordinated Care Consent

2023 CalMHSA Logo

The Coordinated Care Consent is meant to allow the sharing of information within SmartCare between providers. As some counties had non-providers logging into SmartCare, such as Social Service workers, Public […]

Soft Token Expired Troubleshooting

2023 CalMHSA Logo

During the prescription process the prescriber may receive the following error, “Soft Token Expired.” This can occur if they have changed the password in the HID Approve app process on […]

HID Password Issues and Troubleshooting

2023 CalMHSA Logo

Password Not Accepted (Forgot Password) If the HID Approve app is not accepting or recognizing your password, or you have forgotten it, you won’t be able to just simply reset […]