All Client Search
When using the Client Search window, a user will only be able to see search results that match their Client Access Rules. The “All Client Search” button does not work […]
Workgroups
Overview Workgroups are essentially a group of staff users. They allow a user to message or assign a set of users at a single time. For example, you can assign […]
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 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 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 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 […]
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 Setup a Student, Clinical Trainee, Intern or Medical Resident as a Staff/User
Definitions According to DHCS: Setup a Student (Clinical Trainee)/Intern the same way you would as a regular staff member. The only difference will be their license/degree. Check Appendix C (Licenses/Degrees) […]
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 […]