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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 and Update Client Restrictions
Adding and updating client restrictions within SmartCare gives you the ability to restrict what clients can view when they log in to SmartCare. It is useful for reducing onscreen clutter for clients. To add and update these restrictions, follow the ...
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 ...
Admin Clients
Attached is a document with instructions on how to set up an admin client. Admin clients are often used for office staff to clock in and out with to track hours for payroll.
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 ...