Quick Notes

Quick Notes

See attached tip sheet for information regarding Quick Notes.
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    • Planned Services

      See attached tip sheet on information regarding Planned Services
    • Auto Scheduling

      Auto Scheduling is a tool available within the Utility Drawer on the scheduling dashboard. Auto Scheduling allows you to create a series of shifts that exist in the same pattern. You can control when these shifts automatically appear on the schedule ...
    • 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 ...
    • 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 ...