Smartcare Form Descriptions

• Related Articles

• Agency Forms visible for Client Leads

  If you would like to send an agency form to a Client Lead to fill out then be visible in their profile. This feature allows that lead the option without signing into the software, and then will populate the filled out form in the site. Step 1 Contact ...

• How To Print An Empty (Or Blank) Form

  How To Print An Empty (Or Blank) Form A Form that has already been created or used for a Client can be printed using the Print PDF function from within Smartcare. However it is not directly possible to print an empty/not filled out copy of a form. ...

• Client Portal Usage

  Please see the attached PDF or below for instructions on how Clients and Representatives can use the Client Portal. How To Use The Client Portal Instructions on how Clients and Representatives can access the Aaniie Care information that pertains to ...

• Quick Notes

  See attached tip sheet for information regarding Quick Notes.

• 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 ...