Client Goals are added to the client’s profile from within the Client Profile. In the Managers tab from the main menu, click on the Client Manager menu item. Next, click the name of the client that you wish to add goals for. Once you are in your client’s profile, click the Client Goals tab in […]
Monthly Archives: August 2019
I cannot remember my password. How can I retrieve it?
This retrieval method will only work if you have a valid email address added to your Staff Profile. If you do not have a valid email address, please contact your ShareNote administrator. From the ShareNote.com login page or main page, enter your ShareNote Username. Click the “Forgot Password” link. Your password will now be emailed […]
Using Assessments
A step-by-step guide on how to create ShareNote assessments to complete documentation on clients. Assessments include any electronic doc that is not a general note, such as biopsychosocial and initial assessments.
Billing Submission Process
ShareNote allows for submission of notes for billing right out of the box. This video describes how to submit your notes for billing within ShareNote.
ShareNote Billing Training – 2018
The year end wrap up training for all billing specialist and administrators. ShareNote’s own, Trinity Manning, guides us step-by-step through the processes and troubleshooting necessary to maximize your billing returns, thus limiting rejections.
Training Blitz – 4/19/2019
It’s the Return of the Training Blitz! The April 2019 Blitz featured updates to the Client Manager, Preferences and several other key areas in ShareNote. We encourage all ShareNote users to check out these informative programs to further enhance your knowledge of what ShareNote can do for you and your business.
How do I search claims?
From the main menu in ShareNote, browse to Managers > Direct Billing > Billing Claims Search. Enter in the desired date range. Enter in the desired value into Claim Status textbox, or enter in “QA” to bring up rejected claims only. You may sort by Client Name or Claim Date. Here you can view the […]
How do I submit corrected claims?
Click on Note Center from the main menu. Locate the Notes that have the error and correct the notes. From Note Center, click on View Payment History for the note. Select and Copy the Trans ID. Click on Managers >Direct Billing >Transaction History from the main menu. Paste Trans ID into the Search field, click […]
How do I see how many service authorizations units my client has left?
You may view your Authorization Units in 4 places. Under Managers > Service Authorizations in the main menu, you may view current auths, even if you do not have access to add them. You may also go to a Client’s Profile by accessing Managers > Client Manager > Current Authorizations in the main menu. You […]
Once I click “Approve & Send” on a prescription, can I still make changes?
Unfortunately, once a prescription has been approved and sent, it can no longer be modified or deleted. Please contact the receiving pharmacy to make any necessary prescription updates.
