How to Find the Staff ID
Click the Search icon. Type “Staff/Users” into the search bar. Select “Staff/Users (Administration)” from the search results. This takes you to the Staff/Users list Select the staff who you want […]
How to Remove a User’s Access to View a Sequestered Client
Click the Search icon. Type in “Staff/Users” in the search bar. Select “Staff/Users (Administration)” 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 “Staff/Users” in the search bar. Select “Staff/Users (Administration)” from the search results. This takes you to the Staff/Users list page. Use the filters to […]
How to Reinstate a User’s Ability to View a Client’s Chart
Click the Search icon. Type in “Staff/Users” in the search bar. Select “Staff/Users (Administration)” from the search results. This takes you to the Staff/Users list page. Use the filters to […]
How to Set a User to Require Co-Signature on Documents
NOTE: Co-Signers and Reviewers serve different functions in SmartCare. CalMHSA is not currently using the reviewer functionality, as it doesn’t meet the use cases for counties. CalMHSA is working with […]
How to Make a Staff/User a Proxy for Another Staff/User
A Proxy is someone who can author a document or do a task on behalf of another staff/user. To learn more about the Proxy’s Role from the end user’s perspective, […]
How to Set-up the Privacy Officer
Each county should designate one user as the Privacy Officer. When a client signs a Coordinated Care Consent, they have the option to add comments about any other restrictions they […]
How to Make Permission Exceptions for a User
All users have assigned user roles which sets their permissions. Some users may have unique jobs that require exceptions to their user role permissions. For example, all counties must designate […]
How to Modify a Staff/User
Click the Search icon. Type “Staff/Users” into the search bar. Select “Staff/Users (Administration)” from the search results. This takes you to the Staff/Users list Select the staff who you want […]
How to 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. […]