How to Create a Letter Template
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CalMHSA has created letter templates for state required items, such as NOABDs. However, counties may need to create their own letter templates to suit their needs. Create a letter template […]
Modifying the Hierarchy Structure
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Sometimes, positions change. New positions are added, some are ended, and some move from one department to another. This article will take you through how to modify the hierarchy itself. […]
Documenting Staff Changes
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While a position might not change, staff changes still exist. When staff change positions, new staff are hired, or existing staff leave, the Org Hierarchy should be updated to reflect […]
Org Hierarchy Overview
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CalMHSA has created an organizational hierarchy within SmartCare to help track clinical positions for managerial and supervisory reporting and analysis. If needed, multiple different hierarchies can be created in a […]
Creating the Org Hierarchy
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Since every organization has their own hierarchy, a System Administrator will have to set up the Org Hierarchy in SmartCare. Open the Org Hierarchy screen. Click on the Search icon. […]
How to Change a Configuration Key
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Click on the Search icon. Type in âConfiguration Keysâ in the search bar. Select âConfiguration Keys (Administration)â from the search results. This takes you to the Configuration Keys screen. Use […]
Configuration KeysÂ
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While most configuration keys are managed and set by CalMHSA, some can be edited by the county if desired. This page will list configuration keys that counties may edit. If […]
How to Set-Up Supervisor Widgets
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Standard CalMHSA Roles with Supervisor Widgets:Â Billing Supervisor Clinician Supervisor Medical Supervisor To enable a user for supervisor widgets, you must first establish supervisory relationships between the supervisor and the […]
How to Update County Information
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There are multiple forms in SmartCare that use county information, such as the countyâs Behavioral Health Departmentâs legal name, access line phone number, etc. This is completed at implementation, but […]
How to Create an Organizational Client (Pseudo Client)
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In order to track certain activities that require a document, you will need to create a pseudo-client, known as an Organizational Client in SmartCare. This will allow you to track […]