User Roles and Permissions in CalMHSA Rx
User Roles and Permissions In CalMHSA Rx Users can access CalMHSA Rx ONLY through SmartCare. Roles in SmartCare are NOT same as roles in CalMHSA Rx. Key Decision to Assign
Resolving “The content is blocked” Error When Opening PDFs in SmartCare
Issue Description Users may encounter the error message “The content is blocked. Contact the site owner to fix the issue” when attempting to open PDF documents within SmartCare. This error
How to View Who’s on the Client’s Treatment Team
You can see who’s on the Client’s treatment team using the Treatment Team widget. To see more details, you’ll need to access the Treatment Team Details screen. You can easily
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
How to Document Treatment Team Meetings
How to Document Internal Treatment Team Meetings Currently, each treatment team member that plans to bill for their time spent discussing the client with other treatment team members must create
How to Document a CARE Plan or a CARE Agreement
A CARE Act client may enter into a CARE Agreement. If they don’t, the court may order a CARE Plan. These documents generally document what services a client either agrees
CARE Episodes
Overview CARE Episodes describe the periods of time when a client is involved in the CARE Act in some way. CARE Episodes start with either a system referral or a
CalMHSA 212 – Staff (Logged In) Detail Report
 Report Description This report is designed to display service time, documentation time, and travel time in mins for all individual and group services with Show or Complete status that
CalMHSA 210 – Staff Service Detail Report
Report Description This report is designed to display service time, documentation time, and travel time in mins for all individual and group services with Show or Complete status. The report
CalMHSA 211 – Staff Multiple Service Detail Report
Report Description This report is designed to display service time, documentation time, and travel time in mins for all individual and group services with Show or Complete status. The report
CalMHSA 810 – Timely Access Document 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 500 – POD Tracking (HEDIS) 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
How to Configure Box 18 to Populate the Admit and Discharge Dates
By default, Box 18 on the HCFA form will now appear blank. However, most payers require this box to be completed when the place of service is inpatient. This guide
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
Understanding IdenTrust Vouchers and Certificates
Vouchers What is a Voucher? Vouchers are used to permit a provider to go through an identity proofing process to obtain a certificate from an organization called IdenTrust. Â This certificate
How to Create a New Prescription – Send Immediately
To prescribe a medication we first need to have our client’s chart open within SmartCare and then we need to go to the CalMHSA Rx transition page. Please click here
How to Add/Remove Clients or Staff from a Group Service
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”
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”
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
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