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 Intern as a Staff/User
Master’s Degree Students Providers who are in a master’s degree graduate school program for a licensure such as Marriage and Family Therapy, Clinical Social Work, or Professional Clinical Counselor should […]
Add Network Adequacy Certification Information
For any staff/users who are direct service providers, complete this step, regardless if they can access SmartCare or not. Click on the Custom Fields tab. Complete the NACT Reporting section. […]
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 […]
Enter Demographic Information
For any staff/users who are direct service providers, complete this step, regardless if they can access SmartCare or not. Click on the Demographic/Professional tab. Complete the Professional section. Taxonomy Code […]
Assign User Roles/Permissions
For any staff/users who do NOT need to login to SmartCare, you can skip this step. For anyone who will be logging into SmartCare, the user needs to be assigned […]