Inquiry Locking Functionality

We understand your concerns about issues regarding the pushing and pulling of information between the Inquiry Details screen and the Client Information screen. To address some of these concerns, the […]
How to Admit a Patient to the Residential Board

This list page allows healthcare providers to admit patients to available beds within your organization. The admission process is used to assign patients to open beds in residential facilities. This […]
How to Take Bed Attendance

This workflow will allow staff to take attendance while being able to mark multiple clients as on – leave or returned from on – leave at once. Click Here for […]
How to Document a Billing Code Change from the Residential Board

Billing codes must only be changed through the drop – down menu of status unless doing an error correction. This creates a new activity line and documents billing code activity […]
Update to Invoice Generator to Accommodate T Codes for Medicare and Commercial Payers

During the 2024/2025 fiscal year, the Department of Health Care Services (DHCS) revised its billing guidance on how to extend non-E&M therapy service codes by introducing substitute therapy codes of […]
How to Complete the Psych/Medical Note for Medication Rx/Client Orders Users

** This article is for Medication Rx/Client Order Users** A new Psych/ Medical Note template has been created for medical staff. The highlights of this note template are: Ability to […]
CalMHSA Reports: Numbering System Guide

All CalMHSA Reports will be named with the following numbering system and naming convention CalMHSA NNN – Name of Report For example: CalMHSA 204 – Staff Appointment Report is a […]
Report List with Descriptions

How to Run Reports in SmartCare

Click the Search icon. Type the name of the report in the search bar (see list below). Click to select the report. A new window will open, enter the parameters for […]
How to Track Message Usage

A new icon has been added in the upper right hand toolbar. This feature will allow you to view the exact number of emails, messages, and voice calls that have […]