SMART Training Manual

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SMART Training Manual
This tip sheet outlines the procedures to
document Progress, Case Management and Aftercare
Notes in SMART. Total Pages 3
Encounter Notes
Billable Miscellaneous Encounter Reports
MARYLAND March 24, 2006 BGR Technical Support
301.397.2330
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Notes

• Encounters- Billable Encounters
• Background This module allows you to document
  progress notes, whether Billable or
  Miscellaneous.
• Entry Steps Login, Select Facility, Client List,
  select client, Activity List.
• Billable Notes Click Encounters, click the Add
  New Billable Note . Note Click on Review in the
  Actions Column to review prior entries.
• Complete at all required system and agency
  fields.
• Click Next to complete the fields on the other
  screens.
• Click Save or Finish after completing the last
  screen.
• If your agency is using the billing function or
  you are an IFB funded agency and receive payment
  for encounters from ADAA, click Save Release to
  Billing. This will release the encounter for
  billing and this encounter will no longer be
  editable. This is usually a supervisory function.
• State-wide Residential Contract Clients
  Make sure you select Yes in the Billable field,
  and select IFB Authorized Billing in the
  Billing Case field. A Treatment encounter MUST be
  entered on the day of admission. Progress notes
  documenting a SWRC clients progress, must be
  entered once a week unless circumstances warrant
  additional notes. Clicking Save Release to
  Billing will finalize the note, thus making it
  un-editable. In addition, it will forward your
  note to ADAA for processing.

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Miscellaneous Notes
Encounters Miscellaneous Notes

• Entry Steps Login, Select Facility, Client List,
  select client, Activity List.
• Click Encounter.
• Click Add New Misc. Note.
• Complete all system and agency required fields.
• Click on Save or Finish.
• Helpful Hint A. Use the Alert feature
  by clicking the Alert hyperlink to indicate if
  the client requires immediate follow-up. The
  clients name will appear in Red on the Client
  List if the Alert feature is used. B. The
  encounter screen becomes non-editable once you
  click Save or Finish.
• Print Notes Click Encounters on the menu bar to
  pull up the Notes List screen.
• Click Print Notes.
• Enter the desired date in the Note Date field,
  and click Go.
• Click Export to export your report in MS Excel or
  click Finish to return to the Notes List screen.

Note Use the space bar at the bottom of the
screen to reveal the Actions column and click
Review.
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