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 […]
How to Create a New 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 page. Click on the New icon. […]
Staff/UserOverview
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 Clicking on a record, or creating […]
How to Associate Staff/Users to a Program
Currently this is done in the Staff Detail screen. CalMHSA is working on developing a method of easily adding multiple staff to a program from the Program setup screen, but […]