EHR Essentials (PDF)
Prescriber Workflow Sheet 2-Sided (PDF)
Medication Management (PDF)
Outpatient Prescriber Visual Quick Guide
Common Diagnoses Codes (PDF)
Common Psych Lab ICD10 (PDF)
Outpatient MD Nurse Documentation Quick Guide (PDF)
Various Proxy Roles Functionalities
Changing Your Password
Setting up Your Security Questions
How to Recover Your Username
How to Reset Your Password
How to Get Additional Login Assistance
Login Help
How to Save Filters and/or Create Favorites
How to Sort the Columns
How to Export Data
How to Use List Pages
Home Screen
Icons
Preferences
Making a QuickLink
Create Favorites and Save Filters to Efficiently Navigate Commonly Used Screens
When Will the System Automatically Log a User Off
How to Add, Edit & Use Key Phrases: w/ Permission Only
How to Use the Client Search Icon
How to Use the Client Search Icon to Search to Find Client in Your Caseload
How to Use the Client Search Window
How to Amend a Note
How to Create a Favorite Service Note (or Other Clinical Document)
1. Service Code Definitions
How to Schedule Multiple Staff for a Single Appointment
How to Document Brief Interactions and Services
Considerations for Choosing Procedures/ Services
Overlapping Service Issues
How to see a summary of a Client’s Services Notes using Client Abbreviated Notes Report
How to Document Your Attending/Rotating Supervisor on Your Services
2024 Psych/Medical Note Template Associated to Procedure Codes
How to Complete the Psych/Medical Note for Medication Rx/Client Orders Users
How to View Previous Service Notes via the Service Note Reviewer Screen
Mental Status Exam (MSE)
History and Physical
How to Document Vitals
Flow Sheets
Client Medical Facesheet
CalMHSA 100 Shared Care Plan Report
How to Complete the AIMS Assessment
First Way: Rx Screen to Patient Search
Second Way: Patient Screen to Rx Screen
Rx: Patient Summary Screen
How to Add Preferred Pharmacies
Electronic Signature
In the case of a medication being ineffective
How to Add an Allergy, Intolerance, or Failed Trial
How to Update an Allergy, Intolerance, or Failed Trial
How to Delete an Allergy, Intolerance, or Failed Trial
How to Enter Client Allergies (SmartCare Client Allergy Screen)
How to Place a New Medication Order
Drug/Allergy Interaction Warnings
Medication List
How to Add Medications Prescribed Elsewhere
How to Document a Patient Consent for Medication in the Rx Module
How to Change a Medication Order
How to Refill a Medication
How to Discontinue a Medication
Medication History and Medication Visits
How to Retrieve Surescripts Medication History
Missing a Client Address During Prescribing
Post-Date Controlled Substances’ Subsequent Orders
Titrating A Medication
How to search for a medication and suggestions if difficulty finding a specific drug
How to order a medication and ensure no substitutions
PRN indications, exact time frequencies and dose ranges
Prescribing one-half or one-third tablet
Prescribing a Medication with Different Doses and Frequency
How to Troubleshoot if Having Difficulty Sending Prescriptions
How to Prescribe Medication of Different Strengths
Prescribing Controlled Substances: HID App Approval & Prescription Status
HID Password Issues and Troubleshooting
Soft Token Expired Troubleshooting
How to Acknowledge Level 1 Drug Interactions
How to Complete a Medication Reconciliation
How to Order Labs
How to Order a Lab Panel
How to Track Clozapine Labs Using Tracking Protocols
How to Document Lab Results through the Lab Interface
How to Document Non-Interface Lab Results
How to View Interfaced Lab Results
How to Order Standing Labs
How to Modify or Discontinue Standing Lab Orders
CalMHSA Cumulative Lab Flowsheet Report [Client]
Lab Interface Errors
How to Document a Diagnosis for a Client
How to Save a Favorite Diagnosis
How to Pull a Diagnosis Forward from Another Program
Difficulties with Finding a Diagnoses
ICD-10 Annual Updates: What You Need to Know
How to Add a Problem to the Problem List
How to Remove a Problem That’s Been Resolved
How to Add Favorites to the Problem List Screen
How to Filter/Sort a Client’s Problem List
How do I know what CDAG I have?
What happens if I work in both SUD and MH programs?
What if the client wants me to be able to talk to other programs/people/agencies?
What happens when a client signs the Coordinated Care Consent?
What happens when a client revokes their Coordinated Care Consent?
Will I be alerted if a client revokes a consent?
How to Complete a Coordinated Care Consent
How to Revoke a Coordinated Care Consent
How to Determine if the Client has Signed a Coordinated Care Consent
How to Document a Release of Information (Authorization to Disclose Confidential Information)
How to Revoke a Standard Release of Information/Authorization to Disclose Information
How to Determine What Disclosure Authorizations (Release of Information) the Client has Signed
How to Complete a Consent for Telehealth
How to View What Consents a Client has Signed
How to Document a Revoked Consent
Minor Consent, Conservatorship, and Guardians
Zoom’s Remote Control Function to Obtain Signature
How to View Requests for Services that are Pending
How to Refer the Client to Additional Services, Such as Primary Care Physician
How to Add a Provider to the Client Information: External Referral List
How to Modify a Provider to the Client Information: External Referral List
How to Document Follow-up Done on an External Referral
How to View Who’s on the Client’s Treatment Team
How to Refer to an Additional Program
How to Request Authorization for Services (OLD)
How to Transfer the Client to the MCP
How to Make a Referral
How to Document Treatment Team Meetings
How to See Who’s On My Caseload
How to Create an Appointment from Your Calendar
How to Reschedule a Client’s Appointment
How to Cancel a Client’s Appointment
How to Create a Recurring Individual Service Appointment
How to View Multiple Staff Calendars at Once
How to Document a No-Show Appointment
How to Schedule Non-Client Time on Your Calendar
How to Document Quality Improvement and Other Administrative Billable Time
How to Get a Summary of Care
How to Complete the Discharge Instructions
How to Complete the Discharge Summary
How to Create the Aftercare Discharge Summary Medical Report
How to Send a Message
How to Send a Document in a Message
How to Create a Flag to Alert Treatment Team Members to Important Client Information
How To Identify a Client as Katie-A or Other Special Population
How to Scan or Upload Documents into the Client’s Record
How to Print a Document to Get a Client’s Signature
How to Enroll a Client in Text (SMS) Appointment Reminders
How to Manually Remove a Tracking Protocol from a Client’s Record
How to Manually Add a Tracking Protocol to a Client
How to Open the Caseload List Page
How to View My Caseload
How to Associate Two or More Documents
How to Attach a Signed Paper Document to the Digital SmartCare Document
How to Complete a NOABD
How to Print a Client Face Sheet
How to Document as a Proxy
Key Phrases: How to Edit Agency Key Phrases
How to View All Clients with a Special Population
How to Sign Documents in a Batch
How to Reassign a Clinical Document
Supervisor Widgets