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 you need to complete. You can scroll down on the widget to view all tasks and documents that are due. Each document or task is hyperlinked to take you to the “To Do List” so you can complete it. The Tracking widget will default to you as the user, but you can switch to view your items by Workgroup or by Treatment Team Role if you are in a supervisor.

Tasks are grouped into 4 categories for easy prioritizing,

• Due in 90-61 Days
• Due in 60-31 Days
• Due in 30 Days or Less
• Overdue

If a document doesn’t have a due date, but hasn’t been completed, it will show

Note: Clicking on the hyperlinked number will take you only to the tasks or documents that are due within that time category. Clicking on the task or document hyperlinked name will take you to all tasks in that category. To use the Tracking widget, follow the steps below:

1. Click the hyperlinked name of the task or document.
a. You can also click the hyperlinked number.

2. For Supervisors, you can change between Workgroup, Assigned, and Tx Team Role by clicking on the radio button to the corresponding field.

 

The Appointments For Today Widget

1. This widget allows you to see your daily schedule at a glance. This includes non-client time, such as meetings and time off, as well as client appointments. Clicking on the link will take you to that appointment.

2. For client service appointments, this link will take you to the service details, where you can quickly write a note.

3. For non-client appointments, like meetings, this link will take you to the Staff Calendar.

 

The Caseload Widget

1. This widget allows you to easily see your caseload. Clicking on any of the links will take you to the My Caseload list page.

2. Just like any list page, you can use the filters at the top of the page to narrow the results as needed. Depending on the link you clicked from your dashboard, some filters may already be in place.

 

The SmartView

1. When you have the client open, click on the SmartView icon in the upper right corner of the screen.

2. This opens up the SmartView side panel. This will remain open while you navigate the client’s chart. The SmartView widgets include links that will take you to the related screen.
a. To hide this, click the X in the upper-right.
b. To refresh the information on the SmartView widgets, click the Refresh icon.

3. You can pin the SmartView so that it’s not overlapping the other parts of the screen. The below screenshot shows the pinned version. You can select 1 of 3 options for pinning the screen:
a. Pin to the client – will always be pinned when opening this client.
b. Pin to the screen – will always be pinned when on this screen.
c. Pin to the screen and the client – both a & b.