How to View What Consents a Client has Signed

1. You must first have the client open, click the Search icon.
2. Type “Consents” into the search bar.
3. Click to select “Consents (Client)” from the search results.

4. This brings you to the Consents list page, where you can see what consents the client has on file. To view the document itself, simply click on the document’s name to view the PDF version of it. Note: you’ll only be able to view consents that are in your CDAG.

Note: Currently SmartCare does not display a large stamp or watermark on the pdf of a consent that has been revoked. CalMHSA is working to make the revocation more visible on the pdf. It is for this reason that we recommend you review the list page for the status of the consent, rather than searching for the document directly.