Workgroups

Overview Workgroups are essentially a group of staff users. They allow a user to message or assign a set of users at a single time. For example, you can assign […]
Authorization Overview

SmartCare will automatically attach an authorization to a service if the client has an authorization record that matches the following criteria on the service: Program Plan Date of service falls […]
How to Setup a Plan to Require an Authorization

SmartCare provides users with the ability to create a billing rule requiring an authorization to be attached to certain procedures. Please see steps below: Click the Search icon. Type Plans […]
How to Override a Plan Level Authorization Rule for a Specific Client

SmartCare provides users with the ability to create a billing rule requiring an authorization to be attached to certain procedures. This rule can be overridden on a client by client […]
How to Include an Authorization Number on a Claim

SmartCare will automatically include the Authorization Number on either the HCFA or in the 837P claim file if the following criteria has been met: The authorization is tied to the […]
How to Update the Configuration Key for Authorization Units

The Configuration key, AuthorizeZeroClaimUnitServices, provides users with the ability to configure SmartCare to attach an authorization to a service based on the service units. Click the Search icon. Type Config […]
CARE Act CPT/HCPCS Code Crosswalk

Navigate to the CARE Act Services to CPT Codes list page. Click on the Search icon. Type in “CARE Act Services” in the search bar. Click to select “CARE Act […]
Troubleshooting CARE Act – Incorrect County Name Showing

Check the configuration key “XSetCountyCodeForCaliforniaStateReporting”. This was setup during your implementation and should match your 5-digit FIPS county code (minus any leading zeros).
CARE Act Setup

Create a CARE Act program. All services and documents related to CARE Act clients will be associated with this program. Add all CARE Act procedure codes to this program. CalMHSA […]
Allowing Sequestered Client in Search Results & Client Access Requests

If you want to allow users to be able to find a sequestered client in the search, though not be able to open the chart without requesting access, there are […]