How to Set-Up Supervisor Widgets

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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 Off-Board a Staff/User

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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 […]

2 Factor Authentication

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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 […]

Add Network Adequacy Certification Information

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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

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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

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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

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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 […]