An asterisk (*) following the field name indicates a Required field in the Core SmartCare system. Your system may have been customized to require additional fields.
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Field |
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Description |
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Clear button |
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Use to clear any information filled in the field before you conduct a new search. |
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Include Client Contacts |
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Select the include contacts of the client in the search. This option allows you to search for the client's contacts as well. |
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Only Include Active Clients |
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The search only searches through clients marked as Active. If you select this checkbox, you will not be able to create a new client. |
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Name Search tab |
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Last Name |
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Enter the client's last name that you are looking for. Type up to 30 characters. |
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First Name |
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Insert the client's first name that you are looking for. Type up to 20 characters. |
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Program |
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Select the Program that the client is enrolled in. |
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Other Search Strategies |
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SSN Search |
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Enter the client's social security number in the fields provided. |
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DOB Search |
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Enter the client's date of birth in mm/add/yyyy format or select from the calendar toolbar item. |
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Primary Clinician Search |
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To search by primary clinician, select the clinician using the drop-down list. |
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Phone # Search |
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To search by the client's phone number, type the phone number with no hyphens. |
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Master Client ID Search |
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To search by Master Client ID, type the ID number in the field. |
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Client ID Search |
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To search by the client's ID, type the ID number in the field. |
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Insured ID Search |
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To search by the insured ID, type the ID number in the field. This is the ID that is assigned to the person who carries the insurance for the client. |
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Records Found |
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ID |
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Identifies the Client's ID assigned in SmartCare. |
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Master ID |
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Identifies the Client's Master ID if one is assigned in SmartCare. |
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First Name |
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Identifies the client's first name. |
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Last Name |
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Identifies the client's last name. |
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SSN |
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Identifies the client's social security number. |
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DOB |
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Identifies the client's date of birth. |
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Status |
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Identifies the client's current status in SmartCare. |
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City |
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Identifies the client's city of residence. |
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Primary Clinician |
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Identifies the primary clinician assigned to the client. |
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Provider |
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Identifies the provider assigned to the client. |