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 […]
EHR Weekly Bulletin

October 30, 2025 Following are this week’s updates. If you have questions, please contact [email protected]. Subscribe to the EHR Weekly Bulletin Newsletter Welcome, Napa and Sierra Counties CalMHSA welcomes two new counties into […]
EHR Weekly Bulletin

December 11, 2025 Following are this week’s updates. If you have questions, please contact [email protected]. Subscribe to the EHR Weekly Bulletin Newsletter Non-Production Server Downtime This Weekend All non-production SmartCare instances will […]
EHR Weekly Bulletin

December 4, 2025 Following are this week’s updates. If you have questions, please contact [email protected]. Subscribe to the EHR Weekly Bulletin Newsletter ASCMI Form Development in SmartCare CalMHSA is currently working […]
EHR Weekly Bulletin

November 20, 2025 Following are this week’s updates. If you have questions, please contact [email protected]. Subscribe to the EHR Weekly Bulletin Newsletter Thanksgiving Holiday Closure CalMHSA and the Help Desk will […]