Staff Can’t Find a Provider in the Drop-Down on the Calendar
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
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
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
This is likely a bug. Reach out to CalMHSA via the Help Desk. Under Construction
How to Perform a Caseload Reassignment
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
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
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
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
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
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, […]