How to Create a Shared Treatment Plan
Shared Treatment Plan The purpose of this screen is to capture a multidisciplinary plan from different providers caring for a client. It allows for the capture of client’s short and long term goals, progress
How to Enroll for ePrescribe Non-Controlled and Controlled Substances
How to Install the Soft Token VIP App Before selecting “invite” in the email you may want to install the soft token app. This app can be installed at any
Programs That Don’t Require Notes for Services
Background Contract Providers currently must enter all their services into SmartCare in order for the county to bill for those services. However, contractors may not use SmartCare as their EHR
How to Create a New Program
To create a new program, follow the steps below: Click the Search icon. Type “Programs” into the search bar. Select “Programs (Administration)” from the search results. This brings you to
How to Document a Scanned ROI
In this article, you will learn how to document a scanned Release of Information using the ROI Log on the Client Information screen. Follow the Instructions for How to Scan
How to Complete the Mobile Crisis Service Note
Document the Mobile Crisis Encounter by creating a new service note. With the client open, click the Search icon. Type “New Service Note” in the search bar. Select “New Service
CalMHSA 116 – Medication Consent From Psych Medical Note Template
The purpose of this report is to be able to easily view any verbal medication consents captured in a service note that uses the Psych Medical Note template. NOTE:
CalMHSA 807 – CARE Act Inquiries Report
Report Description This report is designed to extract inquiry data from the SmartCare system. The report will track inquiries related to CARE Act services and would be used to be
CalMHSA 810 – Timely Access Document Report
Report Report Description This is a report that provides timeliness data based on the TADT documents but produces a report that’s more human-readable, with more information and limited by program.
CalMHSA 811 – TADT Report
Report Description This is a report that provides timeliness data from the TADT documents based on what DHCS’s requirements are. This report is designed to allow users to run,
CalMHSA 123 – New Clients Program Specific TADT Report
Report Description This report displays all clients who do not have a TADT document in either “In Process” or “Signed” status. It is intended for program administrators to identify clients
CalMHSA 122 – New Client Inquiries Without Programs TADT Report
Report Description This report is designed to determine which new clients who have an inquiry that were never associated with a program and therefore have never started a TADT document.
ASCMI Form Webinar and Resources
ASCMI Form Webinar and Resources ASCMI Form Webinar and Resources The Authorization to Share Confidential Member Information (ASCMI) Initiative is a statewide effort to promote and standardize the exchange of
List Pages Overview
Overview SmartCare uses List Pages to display and manage records throughout the system. List pages present information in a table format where each row represents a record and each column
How to Document Client Transportation Details
A transportation record is automatically generated when Transportation Service is selected on any of the following: Service Detail Service Note Click here to view the Transportation field on the Service
How to Create a New Staff/User
Click the Search icon. Type “Staff/Users” into the search bar. Select “Staff/Users (Administration)” from the search results. This takes you to the Staff/Users list page. Click on the New icon.
Medication Order Start Time & Administration Options
This article explains how Start Time selections and specific order options affect when medications appear on the MAR and how they can be administered. Please Note: Start Time behavior varies
CARE Act SmartCare Workflow
CARE Act Resource Center: You can find helpful information about the CARE Act itself, including the court process, at https://care-act.org/ Referral (Optional) Starts when a county receives a system referral. Steps
CARE Act Setup
Create a CARE Act program. All services and documents related to CARE Act clients will be associated with this program. Add all CARE Act procedure codes to this program. CalMHSA does NOT recommend