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Billing Contact Information
Confirming/editing your agency Billing Contact Information. View this tip sheet for easy referencing. Watch this video for a tutorial.
File Management
Attached is a video recapping Smartcare's File Management resource. To upload documents you use or need to reference as an agency: Go to Menu > Resources > File Management (Supported formats are csv and pdf) The My Smartcare destination has role ...
My Suggestions
To make a suggestion in SMARTcare for your agency, follow the steps below: 1. From the My SMARTcare landing page, scroll to the bottom of the page, and locate the My Feedback section, near the bottom of the page. 2. Once selected, the My Suggestions ...
Receipt Payment Method Options
When creating a receipt there are a few different options you can select in the Payment Method options. See below and reasons you may use those options. This is helpful if an agency does a hard close on their month. If you are wanting to write off ...
Go-Live Tipsheet
All modules within Smartcare are important, but here are some items you can focus on in order to go live. These are the processes that we have identified as being necessary for going live. Step 1: Get Your Staff Inputted and Logged In Add Staff - To ...