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 Create Tag.
3. Type the name of the tag you would like to create in the Tag field.
Related Articles
Scheduled Tasks Global Assignment through Client Tags
This process was used as a short cut to assign a large amount of tasks to clients from authorizations using Global Tasks instead of individual Scheduled Tasks. 1. Copy names of Tasks from Task Code List creating them as individual “Client Tags” 2. ...Assigning Scheduled Task & Global Task Based on Staff Tags
You can now add schedule tasks for staff members with specific staff tags. This allows you to input tasks that only a person with this staff tag can see and complete, saving your caregivers time scrolling through tasks. Scheduled Tasks option: Under ...Add/Schedule Client Tasks
To add/schedule client tasks in SMARTcare, follow the steps below: Under Menu > Client > Client Management, select the client you would like to add tasks for by clicking on their profile picture. This will open their Client Profile. Scroll down to ...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 ...Create Shifts
To create a full schedule of shifts, follow the steps below: 1. From the top right menu options select Menu>Scheduling>Scheduling Dashboard to access the scheduling area. 2. Select the utility drawer option and select Create Shifts. 3. A form will ...