How to Print Documents Over 25 MB
Click the search icon, with the client open. Type Documents into the search bar. Click to select Documents (Client). Click the name of the document to open the document over […]
How to Document a Client or Guardian Declined to Co-Sign a Document
Navigate to the document you want to add a co-signer for. (See “How to View Your Documents” and/or “How to View Client Documents” for details on how to navigate to a […]
My Documents (My Office) List Page
The My Documents(My Office) list page offers a lot of valuable information. This list page will give you the ability to manage all your documents in one place. Click on […]
Documents (Client) List Page
The documents list page will show you a list of documents for a particular client that is in a status of To Do, In Progress, To Co-Sign, Signed, or Completed. […]
How to Complete Intake Documents Done in SmartCare
Documents, which are associated with flags (which are associated with protocols) are typically associated with a due date and sometimes are recurring. To complete the document, and the flag, follow […]