How to Create a Tracking Protocol
Tracking Protocols are a group of flags. Tracking Protocols allow you to assign a
Tracking Protocols are a group of flags. Tracking Protocols allow you to assign a
…access to create/edit user accounts. Clinician Supervisor Add-On Supervisor Adds the ability to view
1. With the client open, click on the search icon. 2. Type in “Client
1. With the client open, click on the search icon. 2. Type in “Client
…on paper and entered into this document for better tracking. You may also want
…alerted to stop the screening and follow crisis protocols, based on the client’s answers.
…on the “Client Refuses Appointment” icon. This will be used for tracking timeliness. Note:
Your System Administrator can set up Intake Document Tasks Lists, called “Tracking Protocols” for
Definitions SmartCare uses “Primary Clients” and “All Clients” or “Total” in Caseload tracking. Primary