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) […]
Set the User’s Licenses/Degrees
For any staff/users who are direct service providers, complete this step, regardless if they can access SmartCare or not. A user’s licenses/degrees will determine what procedure codes they have access […]
Set the User’s Preferences
Click on the Staff Preferences tab. Complete the Practice Management section. Homepage – The first page the user sees upon logging in. This is also the page that is linked […]
Associate the User with Programs
For staff/users who are direct service staff need to be associated with all programs they provide services in. Users, including non-direct service staff, need to be associated with all programs […]
Assign at Least One Clinical Data Access Group
Click on the Proc/Prog/Loc/Proxy/Supervisor tab. In the Clinical Data Access Groups section, click on the Add CDAG(s) button. This opens a popup window with CDAGs that the user is not […]