Inpatient CSU and Residential User Guide
Inpatient/CSU Set-Up Guide
EHR Essentials
Inpatient CSU Visual Quick Guide
Whiteboard Quick Guide
Client Order MAR Quick Guide
Inpatient Documentation Quick Guide
Medication Management Rx
Inpatient Workflow Sheet
Common Diagnoses Codes (PDF)
Complete Lab Workflow
Legal Status Workflow
CalMHSA 113 Inpatient/CSU Client Face Sheet
Bedboard
Whiteboard (My Office) List Page
How to Run the Shift/Rounding Report
Residential
Census Summary
Orders (My Office)
Client MAR
Flow Sheets
Care Team Widget
Key Phrases: How to Edit Agency Key Phrases
Signature Pane Actions
How to Add, Edit & Use Key Phrases: w/ Permission Only
How to Do a Quick Admission
How to Navigate Census Management Admit Screen
How to Document Phone Calls
How to Create a Client Through an Inquiry
How to Request the Client into a Program
How to Admit the Client to the Unit and Assign a Bed
How to Schedule an Admission
How to Create a New Client
How to Search for a Client
How to Document an Incoming Referral from an Internal Agency (optional)
How to Document an Incoming Referral from an External Agency (optional)
How to Document the Admit Diagnosis
How to Document an Admit Order
How to Schedule a Bed Change
How to Change a Bed Assignment
How to Swap Beds
How to Transfer a Client to Another Level Of Care
How to Schedule a Discharge
How to Schedule a Client to On Leave
How to Place a Client On Leave
How to Schedule a Transfer for a Client to Another Unit, and/or Program
How to Change the Automatic Billing Code from Acute to Administrative (or Vice Versa)
How to Transfer a Client to Another Unit and/or Program
How to Use Swingbeds
How to Navigate the Client Inquiry Screen-Initial Tab
How to Scan/Upload Intake Documents Done Outside of SmartCare
How to Complete Intake Documents Done in SmartCare
How to Document Other Information Gathered
How to View What Intake Documents and Tasks Need to be Completed
How to Document Vitals
How to Complete the Personal Effects Inventory (PEI)
How to Complete the Nutritional Screening
How to Complete a Medication Reconciliation
How to Enter Client Allergies (SmartCare Client Allergy Screen)
How to Acknowledge Orders from the Whiteboard
How to Document Drug & Alcohol History from the Whiteboard
How to Document Competency Status from the Whiteboard
How to Add Miscellaneous Note from the Whiteboard
How to Add Precautions from the Whiteboard
How to Designate Discharge Coordination Transportation from the Whiteboard
How to Enter the Client’s Discharge Date from the Whiteboard
How to Add the Client’s Attending from the Whiteboard
How to Add the Client’s Therapist from the Whiteboard
How to View the Client’s Legal Status from the Whiteboard
How to Create a Service
How to Enter a Batch of Services
How to Display the Batch Service Upload Page for Import of Batch Services from Contracted Providers
How to Complete an Upload Template
How to Upload Batch Services
Considerations for Choosing Procedures/ Services
1. Service Code Definitions
How to Create a Favorite Service Note (or Other Clinical Document)
How to Document Your Attending/Rotating Supervisor on Your Services
How to Amend a Note
How to Schedule Multiple Staff for a Single Appointment
How to Document Brief Interactions and Services
Overlapping Service Issues
How to Document Additional Services
How to View the Client’s Service Notes using the Client Abbreviated Notes Report
How to View Previous Service Notes via the Service Note Reviewer Screen
How to Complete the Psych/Medical Note for Medication Rx/Client Orders Users
2024 Psych/Medical Note Template Associated to Procedure Codes
CalMHSA 100 Shared Care Plan Report
How to Complete the AIMS Assessment
How to Document for the Open Payment Database Regulation
How to Document an End of Shift Summary
Client Medical Face Sheet
How to Document Results on the Client’s Flow Sheets
History and Physical
Mental Status Exam (MSE)
How to Complete the History & Physical
How to Improve your Diagnosis Search & Troubleshooting
How to View Medication History in the Rx Module (Surescripts)
How to Update the Interdisciplinary Treatment Plan
How to Complete the Interdisciplinary Treatment Plan
How to Create a New Medication Order
PRN indications, exact time frequencies and dose ranges
Prescribing a Medication with Different Doses and Frequency
How to Order a Safety Check
How to Document Your Clinician Supervisor’s Name as Authorizing a Legal Status Order
Post-Date Controlled Substances’ Subsequent Orders
How to Use Order Sets
How to Reorder a Client Order
How to View and Edit Client Order Comments
How to Add or Edit a Diagnosis to an Order
How to Modify the Order Rationale
How to Document an Order as Self-Administered
How to Order a Dietary Order
How to Create Standing Orders
How to Release an Order
How to Mark an Order Completed
How to Document a Verbal Medication Order
Prescriber: How to Sign and Acknowledge Verbal Order
How to Acknowledge or Authorize Orders
Nurse: How to Acknowledge or Authorize Orders
How to Duel Sign a Client Order
How to Create an Ad Hoc Order
How to Discontinue Orders for a Client Discharge
How to Transfer Orders to a New Program
How to Order Labs
How to Order a Lab Panel
How to Order Standing Labs
How to Modify Standing Lab Orders
How to Discontinue Standing Lab Orders
How to Track Clozapine Labs Using Tracking Protocols
How to Document Lab Results through the Lab Interface
How to Document Non-Interface Lab Results
How to View Interfaced Lab Results
How to Create a New POCT Lab Order
CalMHSA Cumulative Lab Flowsheet Report [Client]
How to Document a COVID Test
How to Document a TB PPD Test
Lab Interface Errors
How to Document the Medication Administration Record (MAR)
How to View Due/Overdue Medications
How to Administer Medications via the Client MAR
How to Administer Overdue Medications from the Client MAR
How to Document a Self-Administered Medication on the Client MAR
How to Document Multiple Admins Within the Hour
How to View Standing Orders on the Client MAR
How to Document Administration of Medication for an Order with Questions
CalMHSA 102 MAR Report
How to Document a Patient Consent for Medication in the Rx Module
How to Document Consent to Receive Medication History from SureScripts
How to Document Medication Consents within the Psych Medical Note Template or Any Textbox
How to Create & Document a Client Hold
How to Complete Legal Status Demographics Documentation
How to View Legal Status in Orders (My Office)
How to Change the Client’s Legal Status
How to Update a Legal Status Order
How to Remove Legal Status Once it is Completed
How to Complete the Safety Plan
Safety/Crisis (Client) List Page
How to View Whiteboard Observations
How to Order an Observation Check Order
How to Document Observation Checks
Safety Check and Flowsheet Documentation
How to Discontinue a Safety/Observation Check Order
How to Create or Modify an “Other Denial of Rights” Order
How to Document a Safety Plan for Prevention of Seclusion or Restraints
How to Order Seclusion and Restraints
How to Document, Review, and Modify a Seclusion and Restraint Check and Flowsheet
How to Document a 1 Hour Face-to-Face Assessment for Seclusion or Restraints
How to Document a Post-Seclusion and Restraint Debrief
How to Order a Discontinuation of a Seclusion and/or Restraints
How to Document a Seclusion / Restraints & Other Denial of Patient Rights Orders as an Error
CalMHSA Cumulative Observation Report
CalMHSA 109 Denial of Rights Report (My Office)
How to Document a Diagnosis for a Client
How to Save a Favorite Diagnosis
How to Pull a Diagnosis Forward from Another Program
ICD-10 Annual Updates: What You Need to Know
How to Add a Problem to the Problem List
How to Remove a Problem That’s Been Resolved
How to Add Favorites to the Problem List Screen
How to Filter/Sort a Client’s Problem List
Prescriber: How to Document a Discharge Order
Nurse: How to Document a Discharge Order
How to Order Discharge Medications
How to Document the Discharge Diagnosis
Nurse: How to Document the Discharge Diagnosis on Behalf of the Prescriber
How to Complete the Discharge Summary
How to Complete the Transfer Summary
How to Print the Transfer Summary Report
How to Create the Aftercare Discharge Summary Medical Report
How to Complete the Discharge Instructions
How to Complete the Personal Effects Inventory at Discharge
How to Discharge the Client from the Unit and Bed
How to Transfer the Client from One Level of Care to Another
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 Consent for Telehealth
How to View What Consents a Client has Signed
How to Document a Revoked Consent
Minor Consent, Conservatorship, and Guardians
Zoom’s Remote Control Function to Obtain Signature
How to Complete a Coordinated Care Consent
How to Revoke a Coordinated Care Consent
How to Determine if the Client has Signed a Coordinated Care Consent
How to Document a Release of Information (Authorization to Disclose Confidential Information)
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 Make a Referral
How to View Requests for Services that are Pending
How to Refer the Client to Additional Services, Such as Primary Care Physician
How to Add/ Edit a Provider to the Client Information: External Referral List
How to Refer to an Additional Program
How to Request Authorization for Services (OLD)
How to Transfer the Client to the MCP
How to Document Follow-up Done on an External Referral
How to View Who’s on the Client’s Treatment Team
How to Document Treatment Team Meetings
How to See Who’s On My Caseload
How to Opt a Client Out of Data Sharing (Data Sharing Opt Out)
Sequestered Clients
How to Document a CARE Act Inquiry
How to Document a CARE Act Referral
How to Complete CARE Act Monthly Reporting
CARE Act Clinical Workflow
How to Document a CARE Plan or a CARE Agreement
How to Create an Appointment from Your Calendar
How to Reschedule a Client’s Appointment
How to Cancel a Client’s Appointment
How to Create a Recurring Individual Service Appointment
How to View Multiple Staff Calendars at Once
How to Send a Message
How to Send a Document in a Message
Various Proxy Roles Functionalities
How to View All Clients with a Special Population
How to Document as a Proxy
How to Print a Client Face Sheet
How to Complete a NOABD
How to Attach a Signed Paper Document to the Digital SmartCare Document
How to Enroll a Client in Text (SMS) Appointment Reminders
How to Open the Caseload List Page
How to View My Caseload
How to Create a Flag to Alert Treatment Team Members to Important Client Information
How to Scan or Upload Documents into the Client’s Record
How to Print a Document to Get a Client’s Signature
How To Identify a Client as Katie-A or Other Special Population
How to Associate Two or More Documents
How to Manually Add a Tracking Protocol to a Client
How to Manually Remove a Tracking Protocol from a Client’s Record
Service Note Errors and How to Resolve
How to Report an Error that Needs to be Corrected
How to Report an Individual Service Note Error
How to Report a Group Service Note Error
How to Report a State Reporting Error
How to Sign Documents in a Batch
How to Reassign a Clinical Document
Supervisor Widgets
