Access Line calls are documented on the Inquiry screen. 1. Search for the Inquiry screen using the search icon. 2. Select “Inquiries (My Office)”   3. This will bring you to the Inquiries list page. Create a new inquiry by using the new icon.   4. This will bring up the client search window. You […]

Screens are forms that, when updated, only show the most recent information. Documents, on the other hand, will save the finalized version in a pdf in order to capture data at a point-in-time.

SmartCare has widgets that are multi-functional and interactive. They allow you to see and act on information most relevant to your role and daily tasks. The widget will appear on your Home Screen when you first login.   The Tracking Widget The Tracking widget is a tool that shows you any documents or tasks that […]

In order to access your user preferences, follow the steps below: 1. From the Header, click the drop-down menu after your name in the upper right-hand side. 2. A menu will open, select Preferences from the menu options Note: Your preferences window will open, here you will be able to update your password, contact information, […]

The Header, pictured below, consists of several icons. The Icons and Functionality table below describes each icon. Icons and Functionality The Menu icon will open and close the Navigation Filters bar Clicking on the SmartCare icon will bring you back to your Home Page The Search icon will allow you to quickly search for screens […]

When you first login to SmartCare you will land on the Home Screen. You will have a home screen unique to your role to make it easier to navigate to the work that applies to you. The Home Screen consist of 3 main components: A. The Work Area B. The Menu Bars C. The Search […]

1. From the desktop, open your internet browser 2. Enter the SmartCare URL 3. Enter your username and password 4. Click Login First Time User Login Process When you first login you will have to set up 3 security questions. 1. Click the drop-down menu next to each security question 2. Click to select the […]

This user manual is designed to provide a how-to guide of the features and functionality of SmartCare. It will outline how to complete each workflow in a step-by-step format with related screenshots that will make understanding how to complete each workflow easy. Through this guide, you will learn about SmartCare’s comprehensive suite of tools and […]