Client Access Rules
What a user will see in the Client Search results is managed by the permission type “ClientAccess Rules”. All Clients – grants access to all clients in SmartCare (does not […]
Programs That Don’t Require Notes for Services
Background Contract Providers currently must enter all their services into SmartCare in order for the county to bill for those services. However, contractors may not use SmartCare as their EHR […]
Calendar Entry & Program Field
New development requested by the counties added the “Program” field to the Calendar Entry screen. This will allow counties to track non-client time associated with a specific program. This field […]
VIP Client Sequestering (Clients Sequestered from All Staff)
Sometimes a client should be sequestered from all staff users, except for those few who are treating them. This is most commonly done for clients who are celebrities or clients […]
How to Input County Holidays
Some reports require the use of business days rather than calendar days. Business days exclude weekends and holidays. Weekends are automatically determined in SmartCare to be non-business days, but since […]
Setup Which Programs Skip Requested Status and Are Auto-Enrolled
As described in the article “Setup Which Dispositions Will Allow for Program Entry”, when Program and Program Status Date are entered in a disposition, SmartCare will create a program assignment […]
Setup Which Dispositions Will Allow for Program Entry
In the disposition controller, there are program-related fields. These fields are generally not available for data entry unless specifically set up to allow for this. These steps will show you […]
Configuration Key Password Requirements
While most configuration keys are managed and set by CalMHSA, some can be edited by the county if desired. The following are the password requirements for configuration keys: PasswordMinimumLength – […]
Minimum Permissions for a Custom Base Staff User Role
When creating a custom base user role for staff users, there are a few recommend minimal permissions to include: Application Actions Clients Favorite Search Search Screens Administration: Care Team Images […]
Minimum Permissions for a Custom Patient Portal User Role
When creating a custom base user role for non-staff users, there are a few recommend minimal permissions to include: Application Actions Favorite Search Search Screens Administration: Care Team Images Client: […]