How to Check-in a Client for their Intake/Assessment Appointment at a Program the Doesn’t Have a Receptionist

Step by step video guide here:

  1. Open the client’s record, if not already done so.
    1. You can do this from your Staff Calendar by selecting their appointment on your calendar.
      Staff Calendar
    2. You can also do this using the Client Search screen.
      Client Search screen
  2. Open the Client Programs list page.
    1. Click the Search icon.
    2. Type “Client Program” in the search bar.
    3. Select “Client Programs (Client)” from the search results.Select “Client Programs (Client)” from the search results
  3. Find your program on the list and click on the link in the Status column, which should be listed as “Requested.”
    Find your program
  4. This takes you to the Client Program Details screen. Change the Status to “Enrolled”.
  5. This unlocks the Enrollment Date field. Enter today’s date in the Enrollment Date field.
  6. Click Save.
    Click Save
  7. Complete your required documents. Depending on your program, this may include intake forms in addition to clinical assessment documents. Follow the steps in How do I complete Intake Documents?. If you have documents that were completed on paper that need to be scanned in to SmartCare, see How do I scan a document into the client’s record? If you need additional information on a specific form, see their respective section (e.g. Privacy and Consents; Clinical Documents; Intake and Other Forms; State Reporting).