KeyPhrases Instructions for Sys Admin
Key Phrase functionality allows for users and county (aka “Agency”) users to create pre-set templated text/phrases.   This is a shortcut for commonly used text/phrases and dropping it into a textbox. This functionality […]
Document Not Attaching to Program
CalMHSA has identified an issue when attempting to create a new document while in the middle of editing/creating another document, users would get the “CDAG Program Enrollment” popup to select […]
How to Turn on Zip Code Verification
Zip Code Verification is a feature that can be turned on in SmartCare. This tool is helpful for identifying errors in client address data and catching errors in mistyping, missing […]
2 Factor Authentication
2 Factor Authentication is configured in two spots: Configuration Keys Staff Details Note: 2FA is enabled by Environment (QA, PROD), not by User – ensure ALL Staff have email/text entered […]
How to Set-Up an ECM
Step One (Optional): Create/Designate a Program as an ECM Program Click the Search icon. Type Programs in the search bar. Click to select Programs (Administration). Click the New icon or […]
Datapalooza â Program Data Meta-Tagging
NEW: Download the updated Conversion Document and the corresponding Global Code ReadMe. The function of the program meta-tagging screen is to help us define attributes of each program. This definition […]
How to Review Reported Errors
CalMHSA has created a method for end users to request corrections for errors they cannot fix by themselves. This allows for better tracking of errors and subsequent corrective actions. The […]
Error Correction: Addressing Service Note Errors
For Services That Have a Signed Note and Have Been Marked Complete Click the Search icon. Type âServicesâ in the search bar. Select âServices (My Office)â from the search results. […]
Information on Claim Modifiers for Special Populations
 If Special Populations add a Billing Modifier, Guidance on How to Use Based upon certain specific criteria, modifiers (HK) are added in the billing output (837) in both the Service […]
About Configuring the 837
Throughout SmartCare many fields and configurations come together to create all the data needed for 837p and 837i claim files. This section goes over some of the configurable areas in […]