General
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 ...
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 ...
Clients - Mobile App Login Tips & Features
It is quite common for Clients to use our Smartcare mobile app. Here are some tips for logging in to the app and some of the basic features on the app for Clients! Logging into the App 1) First, you need to download the app. If using iOS (Apple ...
View/Update Client Contact Informtion
To view/update the client's main information, follow the steps below. Menu > Client > Client Management, click on the client profile picture or the No Photo icon to open up the client profile. Click priority info, To edit the fields, hover over the ...
Client Portal Usage
Please see the attached PDF for instructions on how Clients and Representatives can use the Client Portal.
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. ...
Add New Client
Want to keep track of all your clients within SMARTcare? Not a problem. To add a client in SMARTcare, follow the steps below: Using the Menu dropdown at the top right of the screen, hover over Clients. Within the Clients dropdown, select Client ...
Admin Clients
Attached is a document with instructions on how to set up an admin client. Admin clients are often used for office staff to clock in and out with to track hours for payroll.