Training and Schedule
To receive access to SmartCare new users are required to complete training courses though the CalMHSA Learning Management System (CalMHSA LMS) to acquaint themselves with SmartCare navigation. The required courses are dependent on the user's role. Additional trainings held by the Sacramento County BHS EHR Team may be required.
An EHR Account/Training Registration form (updated 07/27/2026) must be completed for both CalMHSA LMS and Sacramento County BHS EHR live trainings (if applicable). This is required for new user account creation and must be signed by your agency's Authorized Approver**. It may take up to 5 business days for new account creation once all information is received. Requests for live trainings must be sent at least 2 business days prior to the training date.
**See the Authorized Approver Manual for detailed instructions on registering staff for EHR Training.
Requests for direct care staff that are new to SmartCare should be sent to: DHSQMStaffReg@SacCounty.gov along with their QM Staff Registration documents.
Requests for new administrative/billing staff and account updates should be sent to: BHS-EHRTrainingReg@SacCounty.gov.
Training Resources
Sacramento County Resources for SmartCare
- 270-271 Tip Sheet
- ASCMI Reference Sheet
- Authorized Approvers Manual
- Batch Service Entry Tip Sheet
- CalOMS Codes Handout
- Changing the Author of a Document
- Client Flags Tip Sheet
- Closed Loop Referrals Tip Sheet
- Co-Signer Tip Sheet
- Creating New Client ID Outside of Inquiry
- Crisis Program Workflow
- Diagnosis Tip Sheet
- Editing A Document Tip Sheet
- Enabling Surescripts Medication History
- Key Phrases Tip Sheet
- List Pages and Reports
- MHTC Key Phrases Tip Sheet
- Outreach Services Tip Sheet
- Program Staff Services Tip Sheet
- Provider Inquiries Tip Sheet
- Provider Service Authorization Tip Sheet
- Quicklinks and Favorites Tipsheet
- Remove Autofill Passwords
- Sacramento County BHS-SAC Team Service Authorization Request Tip Sheet
- Service Corrections Training Guide
- Service Diagnosis Error Handout
- TADT Tip Sheet
- UMDAP Tip Sheet
Sacramento County Training
- Closed Loop Referrals Slides
- Login Tip Sheet for New SmartCare Users
- MH Provider Admin Training Slides (Updated 07/23/26)
- Provider Service Auth. Training Video
- Provider Service Corrections Slides (Updated 2/25/26)
- Sac County BHS EHR Training Registration Form
- SUPT Provider Admin Training Slides (Updated 07/23/26)
- Training Schedule - August 2026
- Training Schedule - July 2026
- Training Schedule - September 2026