Client Leads: Client Files

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• 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 ...

• Convert Client Lead to Client

  To convert a client lead into a new client in SMARTcare, follow the steps below: 1. Access the Client Leads area found in Menu > Client > Client Leads 2. Locate the client lead you would like to convert to a client in the client leads table or ...

• Agency Forms visible for Client Leads

  If you would like to send an agency form to a Client Lead to fill out then be visible in their profile. This feature allows that lead the option without signing into the software, and then will populate the filled out form in the site. Step 1 Contact ...

• 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 ...

• How Clients Can Access Clients Files

  Here is some help on how to make Client Files accessible to clients and how clients can view these documents. Making Client Files Accessible to Clients When uploading a document to client Files, select 'Client' in the File Access field before ...