New & Updated Articles

Procedure Code Definitions

This spreadsheet provides you with information on procedure codes that are in SmartCare. This is updated frequently, so we don’t recommend downloading this document. This has all procedure codes and

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How to Write a Group Progress Note

This article will review how to write a group progress note. From your schedule, double click the group appointment.  Note: You can also navigate from your “Appointments for the Day”

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How to Schedule Groups

This Article will walk you through how to schedule groups. Click the Search icon. Type Managing into the search bar. Click to select Managing Groups (My Office). This takes you

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How to Create a New Group

In this article you will learn how to create groups.  Click here for an instructional video Click the Search icon. Type Managing into the search bar. Click to select Managing

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How to Deactivate a Document

There are different types of documents, such as service notes, scanned document types, and letters. However, all of these are considered documents in SmartCare and all can be deactivated with

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How To Deactivate a QuickLink 

QuickLinks act as shortcuts to screens that exist in SmartCare. They show in the left side of the screen. The operate independently from documents and screens, meaning that just because

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Global Code Overview

Click the Search icon. Type “Global Codes” in the Search Bar. Select “Global Codes (Administration)” from the search results. This takes you to the Global Code List page.  Use the

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Configuration Keys 

While most configuration keys are managed and set by CalMHSA, some can be edited by the county if desired. This page will list configuration keys that counties may edit. To

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