How to Guides
- CA-AA-Instructions-Inquiry-Request-for-Services-Staff-Calendar-6-28-2023
- Cancelled-Services-by-Clinic-Staff-v07-27-2023
- Clinician-Steps-for-Completing-an-Inquiry-12-18-23
- Contact-Notes-20230906
- Diagnostic-Procedures-Reports-Medical-Records-Physical-Exams-in-SC_rev07172023
- Entering-Hard-Copy-Signature-in-SmartCare_rev07122023
- Front-Desk-Scheduling-How-Tos-_rev07112023
- How-To-Create-Scanning-As-A-Favorite
- How-To-Add-A-Client-To-A-Program
- How-to-Add-a-Diagnosis-as-a-Favorite
- How-To-Add-A-Diagnosis
- How-To-Add-A-Problem-To-The-Problem-List
- How-To-Add-Favorites-To-The-Problem-List-Screen
- How-to-Add-Reoccurring-Events-to-Staff-Calendar
- How-to-Add-Reoccurring-Post-Appts-and-Intakes-to-Staff-Calendar
- How-to-Add-Staff-to-the-Client-s-Treatment-Team
- How-To-Amend-A-Progress-Note
- How-to-Complete-a-CSI-Assessment-Data-Record
- How-to-Create-a-Scheduling-Group-Template-in-SmartCare
- How-To-Create-An-Appointment-From-My-Calendar
- How-to-Create-Modify-Complete-a-Client-Flag-6-26-2023
- How-To-Delete-A-Diagnosis
- How-to-Enter-Client-into-SmartCare-from-AZ
- How-to-Filter_Sort-a-Client’s-Problem-List
- How-To-Modify-A-Diagnosis-After-The-Document-Is-Generated
- How-To-Modify-and_or-Re-Order-A-Diagnosis
- How-to-Reassign-Cases-in-a-Batch-2023-CalMHSA
- How-To-Remove-A-Problem-That-s-Been-Resolved
- How-To-Save-A-Favorite-Diagnosis
- How-to-Scan-a-Document_rev07112023
- How-To-Schedule-Non-Client-Time-On-Your-Calendar
- How-to-Send-a-Document-in-a-Message-2023-CalMHSA
- How-To-Use-The-Client-Search-Screen-(Narrow-Search)-Client-Flags
- How-To-View_Add-Who-s-On-The-Client-s-Treatment-Team
- How-To-Write-A-Group-Progress-Note-(1)
- How-To-Write-A-Progress-Note-For-A-Scheduled-Service
- How-To-Write-A-Progress-Note-For-Unscheduled-Services
- Multi-Party Release of Information Procedure for AAs HITs and Clinical Staff
- Non-UMDAP-Clients-Procedure-6-06-2023
- Onboarding a Client v. 9.16.2024
- Path-to-get-to-Services-screen-from-your-Quicklinks
- QuickLink-Guide-7-31-2023
- Release-of-Information-Revoking-Release-of-Information-6-13-2023
- Smart-Care-Real-Time-Eligibility
- Special Population Maintenance v. 5.9.24
- UCC-How-To_rev07082023
- UMDAP-Clients Procedure