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. Â NOTE:
How to Setup a Plan to Require an AuthorizationÂ
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 Â
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
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 Create a Permission RecordÂ
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. Â
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. Â
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