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.
RegenerateChargesForServicesWithPayments
Description: When set to No, SmartCare prevents regeneration of charges if a payment has been posted against the service. Default Value: No
RegenerateChargesForBilledServices
Description: When set to no, you cannot regenerate a charge that was already billed. Default Value: No Function: When set to No, SmartCare does not allow regeneration of a service
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
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
LoginAttemptTimeOut
Description: Resets the login attempt counter after X amount days. Details: This key will reset the failed login attempt block by user due to the wrong username or password. After
LoginAttemptCount
Description: How many times the user can fail a login attempt before the user is locked out. Details: This key checks on the failed login attempt by user due to
How to Complete the Discharge Summary
The Discharge Summary is used for any programs. It’s required for some inpatient programs and SUD outpatient programs. The CalMHSA Discharge Summary uses CalAIM principles to provide narrative text boxes
How to Close a Client to a Program
Step by step video guide here: https://vimeo.com/799939738/1f228a33b4 Make sure you have the client and click the Search icon. Type in “Client Programs” in the search bar. Click on “Client
How to Document That a Service Was Provided in a Language Other Than English
Sometimes when providing a service to a client, the service is provided in a language other than English. This could be with the use of a Language Line (a telephone
How to Write a Progress Note for a Scheduled Service
Step by step video guide here: https://vimeo.com/799289818/9f53e46d1c Note: to document a progress note for a group, see How do I write a group progress note? On your Appointments for Today
How to Write a Progress Note for an Unscheduled Service
Click the search icon, with the client open. Type in “Services/Notes” in the search bar. Click on “Services/Notes (Client)” in the search results. This opens the Service Note screen. Review
How to Complete a CalOMS Referral/Transfer
You must first have the client open, then click the Search icon. Type CALOMS into the search bar. Click to select CalOMS Admission (Client). In the CDAG Program Enrollment window
How to Complete a CalOMS Admission
You must first have the client open, then click the Search icon. Type CALOMS into the search bar. Click to select CalOMS Admission (Client). In the CDAG Program Enrollment window
How to Document a Release of Information (Authorization to Disclose Confidential Information)
With the client open, click the Search icon. Type “Release of Information” into the search bar. Click to select “Release of Information (Client)” from the search results. If there’s already