Org Hierarchy Overview
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
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
Click on the Search icon. Type in “Configuration Keys” in the search bar. Select “Configuration Keys (Administration)” from the search results. This takes you to the Configuration Keys screen. Use […]
Configuration Keys
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. To […]
How to Set-Up Supervisor Widgets
Standard CalMHSA Roles with Supervisor Widgets: 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
There are multiple forms in SmartCare that use county information, such as the county’s Behavioral Health Department’s legal name, access line phone number, etc. This is completed at implementation, but […]
How to Create an Organizational Client (Pseudo Client)
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 […]
How to Add a Contingency Management Modifier to a Procedure Code at the Plan Level
To add a modifier to a procedure code at the plan level, follow the steps below: Click the Search icon. Type Plans into the search bar. Click to select Plans […]
How to Register a Prescriber for SureScripts and EPCS
The purpose of this document is to help guide the county/CalMHSA designated admin to support the prescriber in getting registered with SureScripts and EPCS in the EHR. This is a […]
How to Set-Up a User as a Prescriber
Search for the user as follows: Click the Search icon. Type Staff/Users into the search bar. Click to select Staff/Users (Administration). Enter Staff Name (last name or last name, first […]