How to Complete the Mobile Crisis Service Note
Document the Mobile Crisis Encounter by creating a new service note. With the client open, click the Search icon. Type “New Service Note” in the search bar. Select “New Service
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:
CalMHSA 807 – CARE Act Inquiries Report
Report Description This report is designed to extract inquiry data from the SmartCare system. The report will track inquiries related to CARE Act services and would be used to be
How to Enroll for ePrescribe Non-Controlled and Controlled Substances
How to Install the Soft Token VIP App Before selecting “invite” in the email you may want to install the soft token app. This app can be installed at any
CalMHSA 810 – Timely Access Document Report
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 811 – TADT Report
Report Description This is a report that provides timeliness data from the TADT documents based on what DHCS’s requirements are. This report is designed to allow users to run,
CalMHSA 123 – New Clients Program Specific TADT Report
Report Description This report displays all clients who do not have a TADT document in either “In Process” or “Signed” status. It is intended for program administrators to identify clients
CalMHSA 122 – New Client Inquiries Without Programs TADT Report
Report Description This report is designed to determine which new clients who have an inquiry that were never associated with a program and therefore have never started a TADT document.
ASCMI Form Webinar and Resources
ASCMI Form Webinar and Resources ASCMI Form Webinar and Resources The Authorization to Share Confidential Member Information (ASCMI) Initiative is a statewide effort to promote and standardize the exchange of
List Pages Overview
Overview SmartCare uses List Pages to display and manage records throughout the system. List pages present information in a table format where each row represents a record and each column
How to Document Client Transportation Details
A transportation record is automatically generated when Transportation Service is selected on any of the following: Service Detail Service Note Click here to view the Transportation field on the Service
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.
Medication Order Start Time & Administration Options
This article explains how Start Time selections and specific order options affect when medications appear on the MAR and how they can be administered. Please Note: Start Time behavior varies
CARE Act SmartCare Workflow
CARE Act Resource Center: You can find helpful information about the CARE Act itself, including the court process, at https://care-act.org/ Referral (Optional) Starts when a county receives a system referral. Steps
CARE Act Setup
Create a CARE Act program. All services and documents related to CARE Act clients will be associated with this program. Add all CARE Act procedure codes to this program. CalMHSA does NOT recommend
CARE Act CPT/HCPCS Code Crosswalk
Overview The CARE Act monthly reporting during the Active Service phase of the CARE Act requires BHPs to report on what services are currently on the client’s CARE Plan/CARE Agreement and which of
How to Document Time Spent on CARE Act Activities
BHIN 24-015 provides a list of activities, and their definitions, that are associated with the CARE Act initiative that can be reimbursed. These include: Court Hearing Time Court Report Outreach and
CalMHSA 213 – Staff Licenses and Expiration Dates
Report Description This report identifies all staff members with active licenses within a user-defined date range (based on two parameters). It displays each license’s expiration date to help track upcoming
User Role Overview
Overview The Permissions Overview article indicates that “permissions dictate what a user can do in the system.” There are thousands of permissions in SmartCare, and having to grant a user each permission individually would
Direct Service Staff Deactivation in SmartCare
Last Update: February 23, 2026Audience: County System Administrators, Supervisors, Billing Staff, and Clinical LeadsAttachment: Streamline Healthcare – Active vs. Inactive Provider Formal Standard Guidance Purpose This memo provides CalMHSA’s standardized