EHR Essentials (PDF)
Common Diagnoses Codes (PDF)
Logging in to SmartCare
Multi-Factor Authentication
Home ScreenIconsPreferencesKeyphrases: Add/Edit Permission only
The SmartView
The Caseload Widget
The Appointments For Today Widget
Tracking Widget
Screen vs. Document
How to Use List Pages
How to Export Data
How to Sort the Columns
How to Save Filters and/or Create Favorites
How to Handle Calls on a Non-Crisis Line and Client Says they’re in Crisis
How to View Requests for Services that are Pending
How do I document a request for services received via the Access Line?
How to Document Calls to the Crisis Line
How to Document a Paper Referral from a Partner Agency
How to Document When Someone Walks in for an Assessment
How to Document a Call When You Don’t Provide Services Yourself
How do I know what CDAG I have?
What happens if I work in both SUD and MH programs?
What if the client wants me to be able to talk to other programs/people/agencies?
What happens when a client signs the Coordinated Care Consent?
What happens when a client revokes their Coordinated Care Consent?
Will I be alerted if a client revokes a consent?
How to Complete a Coordinated Care Consent
What do I do if the client wants to revoke their Coordinated Care Consent?
How to Determine if the Client has Signed a Coordinated Care Consent
How to Revoke a Standard Release of Information/Authorization to Disclose Information
How to Determine What Disclosure Authorizations (Release of Information) the Client has Signed
How to Document a Release of Information (Authorization to Disclose Confidential Information)
How to View What Consents a Client has Signed
How to Complete a Consent for Telehealth
How to Document a Revoked Consent
How to Add a New Client to a Group
How to Add or Change a Staff Member in a Group
How to Create an Appointment from Your Calendar
How to Create a Recurring Individual Service Appointment
How to Reschedule a Client’s Appointment
How to Cancel a Client’s Appointment
How to Document a No-Show Appointment
How to Schedule Non-Client Time on Your Calendar
How to Schedule a Follow-up Appointment
How to Reschedule an Appointment
How to Cancel an Appointment
Reception View
How to Schedule an Appointment
Basic Navigation of the Staff Calendar
How Client’s Can Make a Payment Through their Patient Portal
How to Process Client Credit Card Payments
How to Document a Payment from a Client (Cash or Check)
How to Complete a NOABD
How to Add a Zoom or Webex Link to a Service Appointment
Zoom’s Remote Control Function to Obtain Signature
How to Attach a Document to a Service Note
How to Manually Add a Tracking Protocol to a Client
How do I upload a document into the client’s record if I don’t have a scanner?
How do I scan a document into the client’s record?
How do I create a flag to alert treatment team members to important client information?
