Knowledge Base
My Smartcare
Information pertaining to the widgets on the Smartcare Dashboard.Clients
Information and Updates pertaining to the client section of Smartcare.Staff
Information pertaining to the staff section in Smartcare.Scheduling
Information pertaining to the scheduling area in Smartcare.Accounting
Information pertaining to the billing area of Smartcare.Communication
Information pertaining to Messaging in Smartcare.Resources
Information pertaining to Resources in Smartcare.Settings
Smartcare Site Settings
Recent Articles
Shift History
Viewing the Shift History on the Scheduling Dashboard can provide useful insight regarding a shift. Here are some tips with navigating the Shift History, as well as, some use cases. To navigate to the Shift History, go to the Scheduling Dashboard > ...Disable Auto Clock Out for Clocked-In Shifts
Please see attachment for information on this feature.How to Add and Deactivate G/L Accounts
Below are some steps to add & deactivate G/L Accounts in Aaniie. Add G/L Account 1) Menu > Accounting > G/L Accounts 2) Click the paper and pencil icon 3) Fill in the Account Name and a Description of this account and click Save. Deactivating G/L ...View My Files
Staff have the ability to view add or view personal files in the My Files section in their profile. The below steps will show where the those files are located to access. 1. Go to the Aaniie Dashboard page by clicking the logo in the top left corner ...View Color Key
View Color Key is a tool within the scheduling dashboard that allows you to view the current color codes for the schedule. This function can be accessed via the utility drawer. To use this feature, follow the instructions below. 1. Navigate to the ...
Popular Articles
Education Information
You should update your Personal Profile regularly to reflect changes in your life, including education changes. Follow the steps below to update your education information. 1. From the Homepage scroll to the Tools and Forms area. There you will click ...Telephony Not Working
If the telephony number is called and the call does not go through, go to Menu/Settings/Site Settings and, in the "Punchcards" section, check the "Disable Telephony Punchcard" setting. It must be unchecked in order for telephony to work.Setting Email Notifications
Email Notifications are a way to get reminders in front of office staff when things in the system may be changed or when certain dates are approaching. To access, go to Menu/Settings/Email Notifications to view all of the notifications Smartcare can ...View/Print/Download Schedules in Calendar Format
You have the ability to view, download, and print schedules in a calendar view within Smartcare. To learn more, download & save the tip sheet to walk through the steps: Access the Tip Sheet here.Upload and/or Rotate Profile Picture
Changing your profile picture in SmartCare is quick and easy, and will help your clients and other users more easily identify you, strengthening your relationship. Simply follow the steps below: Go to the My SmartCare homepage page by clicking the ...