How to Add a Client to SmartCare
NOTE: DO NOT do this outside of clinical workflow unless you are fixing an error. Click the Client Search icon. Click to select Client Search. Enter the Clientâs Name in […]
How to Walk a User Through Adding Their Signature
For staff to prescribe medication they need to either have a signature uploaded to the system in the form of an image or have the signature captured electronically. This needs […]
How to Enable a Disabled User Account
User accounts will automatically lock when they have multiple failed logins attempts and/or failed security question responses. Currently, the system allows three attempts (this can be configured so may vary […]
How to Merge Duplicate Clients
In this section you will learn how to merge a client that has been duplicated in the system. Items that will transfer to the account you are keeping: Diagnosis will […]
How to Find the Staff ID
Click the Search icon. Type âStaff/Usersâ into the search bar. Select âStaff/Users (Administration)â from the search results. This takes you to the Staff/Users list Select the staff who you want […]
How to Upload Your Countyâs Letterhead
Click the Search icon. Type âCounty Informationâ in the search bar. Select âCounty Information (Administration)â from the search results. This brings you to the County Information screen. Scroll down to […]
How to Update Your Countyâs Information
Click the Search icon. Type âCounty Informationâ in the search bar. Select âCounty Information (Administration)â from the search results. This brings you to the County Information screen. Update the information […]
How to Remove a Userâs Access to View a Sequestered Client
Click the Search icon. Type in âStaff/Usersâ in the search bar. Select âStaff/Users (Administration)â from the search results. This takes you to the Staff/Users list page. Use the filters to […]
How to Allow a User to View a Sequestered Client
Click the Search icon. Type in âStaff/Usersâ in the search bar. Select âStaff/Users (Administration)â from the search results. This takes you to the Staff/Users list page. Use the filters to […]
How to Reinstate a Userâs Ability to View a Clientâs Chart
Click the Search icon. Type in âStaff/Usersâ in the search bar. Select âStaff/Users (Administration)â from the search results. This takes you to the Staff/Users list page. Use the filters to […]