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Set the User’s Licenses/Degrees

For any staff/users who are direct service providers, complete this step, regardless if they can access SmartCare or not. A user’s licenses/degrees will determine what procedure codes they have access to.

  1. Click on the Licenses/Degrees tab.
  2. Add the user’s This is required for all direct service staff.
    1. Select “NPI” from the License Type/Degree field.
    2. Enter the NPI number in the License # field.
    3. Select California in the State field.
    4. Enter the Start Date. If you’re unsure of the start date, you can enter today’s date, or any date prior to today, to make sure the NPI is considered active.
    5. Make sure the Primary License checkbox is checked.
    6. Click Insert.
  1. Add the user’s primary If the user does not have a license, select Other Qualified Provider.
    1. Select the license type from the License Type/Degree field.
    2. Enter the license number, if applicable, in the License # field.
    3. Select California in the State field.
    4. Enter the Start Date. If you’re unsure of the start date, you can enter today’s date, or any date prior to today, to make sure the license is considered active.
    5. Enter the End The system won’t allow this user to provide services after their license expires.
    6. Make sure the Billing checkbox is checked.
    7. Click Insert.
  1.  For Prescribers, add the DEA number.
    1. Select DEA from the License Type/Degree field.
    2. Enter the license number in the License # field.
    3. Select California in the State field. A prescriber may not be able to prescribe a controlled substance if their DEA number is in a different state.
    4. Enter the Start Date. If you’re unsure of the start date, you can enter today’s date, or any date prior to today, to make sure the license is considered active.
    5. Enter the End Date. The system won’t allow the user to prescribe controlled substances after the DEA number expires.
    6. Make sure the Primary License checkbox is checked.
    7. Click Insert.
  1. Add any other additional licenses by repeating step 4 above. Once you’ve added all the applicable licenses, click  Save.