Client Leads
Client Leads: Client Files
Please view the attached PDF on how to add Client Files to a Client Lead.
Create Shifts
To create a full schedule of shifts, follow the steps below: 1. From the top right menu options select Menu>Scheduling>Scheduling Dashboard to access the scheduling area. 2. Select the utility drawer option and select Create Shifts. 3. A form will ...
Create New Client Lead
To create a new client lead in SMARTcare, follow the steps below: 1. Using the SMARTcare dropdown at the top right of the screen, click Menu>Clients>Client Leads 2. There are two types of views you can choose from in Client Leads. The table view and ...
Convert Client Lead to Client
To convert a client lead into a new client in SMARTcare, follow the steps below: 1. Access the Client Leads area found in Menu > Client > Client Leads 2. Locate the client lead you would like to convert to a client in the client leads table or ...
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 ...