How to Discontinue or Modify Medication Orders
Medication orders in SmartCare cannot be modified once they are associated with the Medication Administration Record (MAR). This system behavior ensures the integrity and accuracy of medication administration documentation. When
How to Document a Release of Information (Authorization to Disclose Confidential Information)
In this article, we will review how to complete the Release of Information (ROI) form in SmartCare. The ROI is also known as the Authorization to Disclose Confidential Information. Click
Group Services: Video Documentation Guides
How to Create a New Group How to Schedule a Group Service How to Document Group Service Notes
2026 Streamline Healthcare Maintenance Schedule
Streamline Healthcare conducts scheduled maintenance on our firewalls and Microsoft Windows systems to maintain operational efficiency, system reliability, and security. All live customers receive an email with additional details during the week of the
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
How to Complete the ASCMI
Overview The ASCMI, or “Authorization to Share Confidential Member Information”, acts as a multi-provider authorization to release information document. This form was developed by the California Department of Health Care Services (DHCS)
Client Information Overview
The Client Information screen is a useful tool to view and update the client’s demographic data. This screen is visible to anyone who can see the client in SmartCare. Important
How to Block a Single User from Viewing a Client’s Chart
SmartCare allows you to block a user from viewing a client’s chart. This is often done when a client has a family member or friend who works in Behavioral Health.
How to Set-up the Privacy Officer
Each county should designate one user as the Privacy Officer. When a client signs the Coordinated Care Consent, they have the option to add comments about any other restrictions they
How to Customize the Coordinated Care Consent
The Coordinated Care Consent is meant to allow the sharing of information within SmartCare between providers. As some counties had non-providers logging into SmartCare, such as Social Service workers, Public
Problem List Overview
Overview In SmartCare, the Problem List is called “Client Clinical Problems”. This was done to distinguish the Behavioral Health problem list from other types of problem lists already present in
Client Access Rules
What a user will see in the Client Search results is managed by the permission type “ClientAccess Rules”. All Clients – grants access to all clients in SmartCare (does not
How to Determine What Disclosure Authorizations (Release of Information) the Client has Signed
To view the client’s list of current disclosure authorizations on file, open the Client information screen and navigate to the Release of Information Log tab. With the client open, click
How to Revoke a Standard Release of Information/Authorization to Disclose Information
To properly revoke a release of information for a client, follow the steps below: Click the Search icon, with the client open. Type Revoke Release into the search bar. Click
ASCMI v. Coordinated Care Consent
The Coordinated Care Consent was a document created by CalMHSA to mirror the draft ASCMI that DHCS was developing. This acted as a beta-version of the ASCMI and was used
How to Document an ASCMI Done on Paper or PDF
If the client has filled out an ASCMI on paper or via DHCS PDF, you should still enter the information into SmartCare. Go through the same steps to create a
What Happens if I Work in Both SUD and MH Programs?
If you work in multiple programs, your system administrator will assign you multiple CDAGs. In this case, when you log in you’ll select which CDAG you’re logging in under. This
How Do I Know What CDAG I Have?
Your System Administrator will set up your CDAG and which programs you are able to see. CalMHSA recommends three basic CDAG options: 1. Mental Health CDAG – Includes all Mental
What if the Client Wants Me to Be Able to Talk to Other Programs/People/Agencies?
Best practices mean coordinating care with all of a client’s providers, as well as other agencies and persons the client is working with. However, due to privacy rules, there are
What Happens When a Client Signs an ASCMI?
By default, SmartCare enforces privacy regulations, including HIPAA and 42 CFR. This means that people working in mental health programs are not able to see any of the client’s treatment