How to Off-Board a Staff/User

Note: If this is a contract provider, you should still be able to enter services on their behalf prior to them be de-activated. If you’re not able to find them […]
How to See What Permissions Are Assigned to Which User Roles

Click on the Search icon. Type “Staff Roles and Permissions 2” in the search bar. Select “Staff Roles and Permissions 2” from the search results. This will open up a […]
Global Codes Managed by Counties

While most global codes are managed by CalMHSA, some are expected to be county-specific. This page will list global codes that counties are expected to manage themselves. Information on how […]
How to Add the Drug Type to Your NDC Codes for DHCS Requirements

Setup in SmartCare to support DHCS claim requirements for when a beneficiary receives multiple doses of the same medication, provided on the same calendar day. In order to accommodate this […]
Taxonomy Codes

Taxonomy Codes Spreadsheet
How to Define Reception Views

The Reception/Front Desk screen allows front desk users to see any clients with scheduled appointments on a designated day. They can use this screen to check-in clients, reschedule appointments, and […]
How Users Can Update their Taxonomy Code on NPPES

Access your NPPES profile at: https://nppes.cms.hhs.gov. You will need your I&A User ID and password. Note: If you do not remember your user ID or password, click the “Forgot User […]
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 […]