Related Articles
Create New Client Lead
To create a new client lead in SMARTcare, follow the steps below: 1. Using the SMARTcare dropdown at the top right of the screen, click Menu>Clients>Client Leads 2. There are two types of views you can choose from in Client Leads. The table view and ...
Add Task Codes
If you are needing to add new tasks codes to your system, follow the steps below: 1. Under Menu > Client > Task Codes. 2. Click on pencil/pad icon to create a new task code. 3. Once the form has opened up, enter a code number. This code number is ...
Client Leads: Client Files
Tip Sheet: Client Leads - Client Files When creating a Client Lead, you can upload and store files directly within the lead's profile. When the lead is converted into a client, all associated files are automatically transferred to the new client ...
Assign Client Lead
To assign a client lead to a staff member in SMARTcare, follow the steps below: Using the SMARTcare dropdown at the top right of the screen, hover over Clients. Within the Clients dropdown, select Client Leads. If the client lead you are assigning is ...
Create Client Tags
To add/update client tags in SMARTcare, follow the steps below: 1. Using the Menu dropdown at the top right of the screen, select Clients>Client Tags. 2. To create a new tag, click the pen/pencil button. When you over over this button it will say ...