How to Give Surveyors or Auditors Access to the System

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• Adding a Surveyor

  Adding a Surveyor Adding a Surveyor into the system to allow them to see specific attached clients is an option for auditors to only see certain information. How to set up Surveyor Access Access Menu>Clients>Representative Management. Select the ...

• 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 ...

• Client Representatives access to view Client Invoices

  Permission for Client Representatives, to view and download client invoices on their portal access without needing payer priority status. Representatives can only download invoices with no other actions permitted. How to enable the option in Client ...

• Nurse Signtures Dashboard

  Nurse Signatures Dashboard This dashboard can be used for Nurses to sign off desired compliant shifts singularly or in bulk. In addition, you can send a copy of the shift and sign off to the client’s files for viewing. Enabling Nurse Signature ...

• 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 ...