The Reception/Front Desk screen allows front desk users to see any clients with scheduled appointments on a designated day. They can use this screen to check-in clients, reschedule appointments, and more. There are a few filters on this screen, one of which is “Views”. These views are set by the System Administrator.
- Click the Search icon.
- Type in “Reception” in the search bar.
- Select “Reception Views (Administration)” from the search results.
![](https://2023.calmhsa.org/wp-content/uploads/2023/12/How-to-Define-Reception-Views-01-03.png)
- This takes you to the Reception Views screen. To create a new view, enter the name of your view in the “Reception View Name” field.
- Next select the Locations and Programs that will show up for this view. If you’re wanting to create a view for a particular clinic, we recommend selecting all programs within that clinic and locations where the client would be coming into the clinic, so as field-based services related to these programs wouldn’t show up on the Reception View, since those clients won’t need to “check-in”.
- Next, select the staff members who can utilize this view. Remember that only end users with the User Role “Reception/Front Desk” will have access to the “Reception/Front Desk” screen. System Administrators also have access to this screen (User Role = CalMHSA SysAmin OR County Affiliate SysAdmin).
- In the Types field, select “Services”. CalMHSA is currently not utilizing SmartCare’s “Primary Care” or “Triage” modules, so if these are checked, it won’t cause problems.
- Once you’ve defined your view, click Insert. This will add your new view to the Reception View List below.
![](https://2023.calmhsa.org/wp-content/uploads/2023/12/How-to-Define-Reception-Views-04a-d-1024x643.png)
- To update an existing Reception View, select the view from the Reception View List.
- This will bring up the information for that view. Make whatever updates you need. This can include renaming the view, adding/removing programs, adding/removing locations, and adding/removing staff.
- Once you’ve completed your updates, click Modify.
![](https://2023.calmhsa.org/wp-content/uploads/2023/12/How-to-Define-Reception-Views-05-1024x643.png)
- To delete a view, click on the delete (X) icon next to the View Name in the Reception View List section.
- Once you’ve added, modified, and/or deleted any Reception Views as needed, click Save. Then click the “Refresh” icon
to Refresh Shared Tables. Then you can click close
.
![](https://2023.calmhsa.org/wp-content/uploads/2023/12/How-to-Define-Reception-Views-06-07-1-1024x643.png)
Updated 12/4/23