How to Enroll the Client in an Access Program (Screening Setup)

Before doing a screening tool, you need to enroll the client in a program. We recommend using an Access program for this.

1. To document the referral in SmartCare, you must first have the client open, then click the Search icon.
2. Type Client Programs into the search bar.
3. Click to select Client Programs (Client).
4. This takes you to the Client Programs list page. Click on the “new” icon.
5. Select the program your county uses for screening services.
6. Change the Status to “Enrolled”.
7. Enter the Enrolled Date.
8. Click Save.