How to Run Reports in SmartCare

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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

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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 […]

How to Use the Invoice Reconciliation Tool

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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

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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 […]