Client Medication and Allergy Widgets with CalMHSA Rx Data in SmartCare

There are two widgets available for viewing active client medication and allergy information on the Client Dashboard screen. These two widgets integrate CalMHSA Rx medications/prescriptions with SmartCare’s Client Orders, Allergies […]
Setup Which Dispositions Will Allow for Program Entry

In the disposition controller, there are program-related fields. These fields are generally not available for data entry unless specifically set up to allow for this. These steps will show you […]
Updates to the Invoice Generator for the 24-25 Fiscal Year

The SMH, DMC-ODS, and DMC State Invoice Generators have been updated to allow invoicing for the 23/24 and 24/25 Fiscal Year. The existing Outpatient Hourly Rates, Outpatient Rates, Other Rates, […]
How to Use the Invoice Reconciliation Tool

CalMHSA developed a new process called Invoice Reconciliation which will allow counties to reconcile invoices created from the Invoice Generator for accuracy. The Invoice Reconciliation compares and isolates discrepancies between […]
Patient Portal User Administration

Overview Patient Portal Users are considered “Non-Staff Users”. Non-Staff Users can be managed via the Non-Staff Users list page. Click on the Search icon. Type in “Non-Staff Users” in the […]
Mental Health Rehabilitation Centers: How to Create an Individual Service Plan

Mental Health Rehabilitation Centers (MHRCs) are one of the few types of programs that require a client plan that is signed by the client and guardian. It is for this […]
Children’s Crisis Residential Programs: How to Create a Client Plan

Children’s Crisis Residential Programs (CCRPs) are one of the few types of programs that require a client plan that is signed by the client and guardian. It is for this […]
Transition from the old Psychiatric Note Template to new Psych/Medical Note

If there are any information in the following sections from the old “Psychiatric Note Template,” there will be a one-time push for each client regardless of procedure code to the […]
How to View Information for an Order on the Client MAR Screen

For Order Types “Adaptive Equipment, Procedures, Additional, Nursing, Consults, Radiology, Labs,” and “Medication,” you may be able to see an existing Order in the Client MAR (Client) screen. For this […]
SmartCare Sequester Request

If you need to sequester clients from some or all staff in SmartCare please follow the steps below Fill out the Sequester Client Request spreadsheet: Download here You will see […]