How do I use the Wiley Note Builder?

This Wiley Note Builder FAQ applies to BIRP, PIE, and Universal note types. Any differences will be noted below.

1. Open the CREATE NEW NOTE page as you normally would to create a note in ShareNote.com.
2. Complete the normal client information at the top of the new note.
3. Click the blue USE WILEY NOTE BUILDER button to access the Wiley Note Builder.
4. A modal window will open with a list of CATEGORIES. Please choose one, then click the CONTINUE TO PROBLEMS button to continue.
5. You will be presented with a list of PROBLEMS to use for PRESENTATION. To sort the PROBLEMS list, you can filter by selecting a Client DX in the DIAGNOSIS drop down list at the top of the window, though this is not necessary to continue.
6. Selecting one or more PROBLEMS will open a more specific list of PROBLEMS to choose from. You may choose more than one, then click the CONTINUE TO NOTES button to continue.
7. A list of NOTES for each PROBLEM & PRESENTATION will show. Select one or more NOTES as appropriate for the client, then click CONTINUE TO INTERVENTIONS to continue.
8. A list of INTERVENTIONS will show based upon each active GOAL and OBJECTIVE in the client’s treatment plan. Select one or more INTERVENTIONS as appropriate for the client, then click CONTINUE TO PLANS (if creating a BIRP note) or REVIEW NOTE BUILDER (if creating a PIE or Universal note) to continue.
9. (FOR BIRP NOTES ONLY)
   A list of INTERVENTIONS will show based upon each active GOAL and OBJECTIVE in the client’s treatment plan. These will be used for the PLAN section of the note. Select one or more INTERVENTIONS as appropriate for the client, then click REVIEW NOTE BUILDER SELECTIONS to continue.
10. A list of the selected items will show for your review. If there are any changes that need to be made, please click the GO BACK button, as needed. If everything is acceptable, please click the INSERT NOTE BUILDER SELECTIONS INTO NOTE button.
    
    This will populate the note with the selected information in the appropriate places. You may customize, add, update, or remove any of the inserted items as needed.

Congratulations! You just created a note without typing one letter!

If you have any ideas or enhancement request for this, or any other section, please let us know in UserVoice.

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