How to Give Surveyors or Auditors Access to the System
Here is a video on how to use the "Register New Surveyor" option in Representative Management.
Related Articles
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 ...
Applicant Link
To make your hiring process more efficient, a customized application link is created with your SMARTcare account. This is a link you can share on job postings that allows potential staff to register with the system, and fill out their application in ...
Setting Up A Surveyor
Occasionally, a surveyor may visit an agency to ensure they are in compliance certain laws. They may need access to client files. Usually when a surveyor visits an agency for a visit, they ask to see 5-10 employee/client files so you would want to ...
Clients - Mobile App Login Tips & Features
It is quite common for Clients to use our Smartcare mobile app. Here are some tips for logging in to the app and some of the basic features on the app for Clients! Logging into the App 1) First, you need to download the app. If using iOS (Apple ...
Formatting Care Plans with HTML
Client Care Plans are found in Menu > Clients > Client Management > Client Managers > Care Plan. Staff members may need to put a lot of information in the "Actions" section on the care plan which can cause the PDF generated Care Plan to compile the ...