ASAM Process for Non SmartCare Users (pdf)
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Process for legal entities not using SmartCare as the primary EHR. |
2024-08-27 |
ASAM Reporting Tool (xlsx)
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Excel-based ASAM reporting tool. See also ASAM Reporting - Youth and Providers not in SmartCare (pdf) |
2024-10-01 |
ASAM Reporting – Youth and Providers not in SmartCare (pdf)
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Instructions for all SUD programs who do not use SmartCare as their primary EHR, and all programs who serve youth, regardless of their EHR to provide ASAM data to MIS monthly. See also ASAM Reporting Tool (xlsx) |
2024-10-01 |
Administrative Service Entry (pdf)
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This workflow shows the steps for service entry where a progress note will be completed outside of the SmartCare EHR. This process also works through the steps for billing for Add-On procedure codes. |
2024-08-30 |
Authorization for Services Process (pdf)
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This resource is to provide direction on the process for submitting Authorization requests to Optum |
2024-08-30 |
BHS 025 Form and Instructions (pdf)
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Client information change, addition, or merge request form |
2024-09-16 |
EPCS Invite Guide (pdf)
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High level information to support prescriber setup for electronic processing of controlled substances (EPCS) using the soft token app VIP Access by Symantec (Updated 8/21/24) |
2024-08-22 |
EPCS Onboarding Guide (pdf)
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Detailed process guide for prescribers that will prescribe non-controlled and controlled substances (adding an authenticator “token” to the account) |
2024-08-16 |
Guidelines of Completing the SmartCare Client Plan Request Form (pdf)
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Instructions for completing the SmartCare client insurance plan request form. |
2024-09-16 |
NOABD_Log_-_FY24-25 (xlsx)
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Updated tracking log for completion by programs and submission to QA. |
2024-10-17 |
Quick Start FAQs SmartCare CalMHSA Rx (pdf)
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Quick Start instructions and FAQs for launching and using CalMHSA Rx (e-prescribing) |
2024-08-30 |
SanWITS to SC Preliminary Reports Crosswalk (pdf)
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An incomplete crosswalk of SanWITS reports to potential SmartCare reports. Additional work is underway to provide more detailed information on report availability (Updated 8/23/2024) |
2024-08-30 |
SmartCare ARF for BHS and Optum Staff (pdf)
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SmartCare Access Request Form for new users, modifications, reactivations, terminations, or name changes (Updated 11/01/24) |
2024-11-05 |
SmartCare ARF for Treatment Programs (pdf)
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SmartCare Access Request Form for new users, modifications, reactivations, terminations, or name changes (Updated 11/01/24) |
2024-11-05 |
SmartCare CANS PSC July 2024 (pdf)
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Summarizes entry of CANS and PSC into SmartCare instead of mHOMS |
2024-07-17 |
SmartCare Client Insurance Entry July2024 (pdf)
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Guidance for providers who currently enter insurance information into CCBH or SanWITS – insurance entry will cease at go-live. See the accompanying form: SmartCare Client Insurance Plan Request |
2024-07-17 |
SmartCare Client Insurance Plan Request_updated 08.30.2024 (docx)
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SmartCare Client Insurance Plan Request Form for clients with healthcare coverage besides Medi-Cal. See accompanying guidance: SmartCare Client Insurance Entry July2024 |
2024-09-12 |
SmartCare Data Migration Resource (pdf)
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Updated timelines and guidance to providers about the planned data migration from SanWITS and CCBH to SmartCare. (Updated 8/26/24) |
2024-08-27 |
SmartCare Document Scanning (pdf)
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An additional driver is needed for efficient document scanning in SmartCare. This resource provides instructions for document scanning with or without this driver. |
2024-09-10 |
SmartCare DrFirst (CalMHSA Rx Guidance 2024-08-29 (pdf)
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Includes important updates and information related to E-prescribing, including instructions for tokens, identity verification, medication migration, and training. (Updated 08/29/24) |
2024-08-30 |
SmartCare Hardware, Software and Network Requirements - March 2024 update (pdf)
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SmartCare hardware, software, and network requirements for customer workstations |
2024-03-18 |
SmartCare MFA 2024-11-19
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2024-11-20 |
SmartCare MFA Relaunch Dec. 2024 (pptx)
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2024-12-17 |
SmartCare NOABD Process for MH and SUD (pdf)
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An update for SUD providers on the NOABD process, with no change to process for MH providers. |
2024-08-27 |
SmartCare Non Billable Codes (pdf)
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A table highlighting all nonbillable actions that can be entered into the SmartCare system |
2024-08-16 |
SmartCare Program Crosswalk (xlsx)
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Excel-based crosswalk of programs from CCBH or SanWITS to SmartCare. |
2024-08-27 |
SmartCare Reception View Tip Sheet (pdf)
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A tip sheet for users to permanently set a filter to remove extraneous information and show program administration, front desk, and reception staff a curated view of the clients at the program. |
2024-09-25 |
SmartCare SUDURM Changes (pdf)
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SmartCare has fewer forms than SanWITS; BHS will sunset numerous forms. This resource outlines planned changes. |
2024-08-16 |
SmartCare Scanning Documents Job Aid - Oct. 2024 (pdf)
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The SmartCare Scanning Screen lists incomplete scanning jobs by individual users. This job aid describes the correct steps for scanning and how to address the incomplete scans. |
2024-10-30 |
SmartCare Service Code Crosswalk (rev. 12.31.2024)(final) (xlsx)
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Revised 12/31/2024 |
2025-01-08 |
SmartCare Stand Alone Service Programs Workflow (pdf)
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Workflow for all SUD providers with a walk-in clinic. |
2024-11-26 |
SmartCare Then and Now EHR Transition Guidance (pdf)
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High level workflows in SmartCare including tips and naming of various aspects of workflows |
2024-08-16 |
SmartCare Walk In Workflow (pdf)
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Workflow for all providers with a walk-in clinic. |
2024-08-27 |
SmartCare Workflow for MH-SUD 10.08.24 (pdf)
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High Level workflows in SmartCare including tips and naming of various aspects of workflows |
2024-10-10 |
SmartCare: How to find Incomplete Scans/Imports (pdf)
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2024-10-31 |
UMDAP Financial Assessment in SmartCare
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2024-10-24 |
