Staff Can’t Find a Provider in the Drop-Down on the Calendar
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
Issue: I can’t find a person in a drop-down on the calendar Solution: Make sure they have ‘clinician” in the “staff list” permission type
I Can’t Find the Program I Need to Add to a Staff’s Profile
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
Issue: I’m trying to assign a staff a program but it’s not showing up in the Staff Details. Solution: Make sure the program is associated with the appropriate CDAG. Remember, […]
A User is Receiving an Error that says They Don’t Have Permission to Access a Screen
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
This is likely a permissions issue. Check the user’s user roles and permissions. If you feel that a permission on a CalMHSA-managed user role is incorrect, reach out to CalMHSA […]
A User is Receiving a Red Error Message
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
This is likely a bug. Reach out to CalMHSA via the Help Desk. Under Construction
How to Perform a Caseload Reassignment
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
To perform a Caseload Reassignment, follow the steps below: Click the Search icon. Type Caseload Reassignment into the search bar. Click to select Caseload Reassignment (My Office). The Caseload Reassignment […]
How to Complete a Note
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
The system will have multiple note templates that can be associated to a procedure code. A user’s ability to complete the note is dependent on the note present. Below we […]
How to Complete a Clinical Document
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
There are multiple documents throughout SmartCare, and users may have general questions about how to complete the document. Firstly, there are guides and videos on specific clinical documents; users can […]
Documents in Signed or Completed Status
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
Once a document has been signed or completed it cannot be moved. At this point the document can only be errored. A new document would need to be done in […]
Documents Not in Signed or Completed Status
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
If the status is that that is not in Signed, Completed, or New the user can move the document to the correct client. If document status is New, but the […]
How to Address a Document Entered Against a Wrong Client
![2023 CalMHSA Logo](https://2023.calmhsa.org/wp-content/uploads/2023/06/Logo-2023-Calmhsa.jpg)
It may happen that a user enters documentation for the wrong client. When this occurs there are two options, these options are dependent on the status of the document. Firstly, […]