CalMHSA 706 – Priority Greater Than 1 Medi-Cal Claims Summary Report
Report Description Report is designed to generate a summary overview of Medi-Cal charges that were billed in the past and that have a Coordination of Benefits (COB) priority level higher
CalMHSA 705 – Priority Greater Than 1 Medi-Cal Claims Details Report
Report Description Report is designed to generate a detailed list of Medi-Cal charges that were billed in the past and that have a Coordination of Benefits (COB) priority level higher
CalMHSA 307 – Service Note Timeliness Report
Report Description This report is designed to display all service note’s timeliness by the included filters. It will include key details such as client ID, clinician name/ID, program name, date
How to Complete the Mobile Crisis Satisfaction Survey
The Mobile Crisis Satisfaction Survey comes directly from the MATC and is approved by DHCS. To complete the survey in SmartCare, follow the steps below: Click the Search icon, with
How to Roll Back ER Files
SmartCare now provides the ability to roll back ER files previously posted in the EHR. This is useful for when an ER file was posted under the wrong payer or
CalMHSA 124 – Closed Loop External Referrals Report
Report Description This report provides an overview of all external referrals recorded found on the Client Information (Client) screen, External Referrals tab. It displays the current information of each referral
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
All Client Search
When using the Client Search window, a user will only be able to see search results that match their Client Access Rules. The “All Client Search” button does not work
EnableMultiFieldAllClientSearch
Brief Description: This configuration key can be used to determine what fields are required when a staff member is using the “All Client Search” functionality. Details: This configuration key is
CalMHSA 500 – MOUD Administration Event Tracking Report
Report Description This report is designed to show MOUD administration events within a selected time range. The report supports tracking of continuous maintenance and indicates gaps within the first
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:
How to Setup a Plan to Require an Authorization
SmartCare provides users with the ability to create a billing rule requiring an authorization to be attached to certain procedures. Please see steps below: Click the Search icon. Type Plans
How to Document Medication Consents within the Psych Medical Note Template or Any Textbox
In most situations, a separate, signed “Medication Consent” document is no longer required. Consents for medications can be captured/documented in the prescriber’s progress note. These recommendations are specific to consents
How to Create a Permission Record
Sys Admins have the ability to create permissions for specific fields or buttons. This is useful when needing to prevent users from entering data into a specific field or from being able to click on a specific button.
How to Delete an Allergy, Intolerance, or Failed Trial
1. Navigate to the section showing current allergies, intolerances, and/or failed trials. Click the Delete (X) icon next to the allergy you want to delete.
How to Update an Allergy, Intolerance, or Failed Trial
1. Navigate to the section showing current allergies, intolerances, and/or failed trials. Click on the Comments icon. 2.This opens the Allergies/Intolerances/Failed Trials Details popup window. Make your updates and
How to Add an Allergy, Intolerance, or Failed Trial
This section pulls in any allergies entered in SmartCare or entered directly here for the patient. Any allergy information entered here gets pushed back to the main SmartCare module. This
In the case of a medication being ineffective
This section pulls in any allergies entered in SmartCare or entered directly here for the patient. Any allergy information entered here gets pushed back to SmartCare. This is also where
How to Override the Allergy Pop-Up
If your county has it set up, when you order a medication in either in Client Orders or Medication Rx and there is an interaction with an allergy, you will
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.