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Deleting a Completed Planned Service
Deleting a Completed Planned Service Summary: Directions on how to delete a completed planned service. 1. In the scheduling dashboard find the planned service that has been completed by the caregiver. 2. In scheduling dashboard drag that planned ...
Quick Notes
See attached tip sheet for information regarding Quick Notes.
Smartcare Form Descriptions
Attached is a document that breaks down the stock forms that are provided with Smartcare including images and descriptions of each of them.
Client Representative Password Reset
To initiate a password reset for a client representative, go to Menu/Clients/Representative Management and find the client representative whose password you want to reset. On their listing, click on the + to the left of their name and picture to ...
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 ...