Please note that you must be a billing manager to view the ShareNote billing section and have access to the CMS-1500 generator. From the main menu in ShareNote, select MANAGERS > DIRECT BILLING > TRANSACTION HISTORY. If so desired, fill out the search settings and then click the VIEW TRANSACTIONS button. Click the VIEW link […]
To Create Client Requirements navigate to the Lists Manager. (Managers > Lists Manager > Client Requirements) Select Add Requirement Enter your desired information. (Most fields are optional)
Yes, if you have an Eligibility Profile set up and access to do so, you can run a check prior to entering a Client into the system. Navigate to the [Client Manager] Step 1: Click on [Add New Client] Step 2: Click [Check Client Eligibility] Step 3: Enter info in the mandatory fields Step4: Click […]
First, you must request the ability to Verify from the ShareNote Help Desk. After you have been given access and your profile has been added, SELECT Staff will be able to verify eligibility for batches of clients and/or prior to entering. Navigate to the [Client Manager] Step 1: Select the Client or clients to be […]
You may add Client Goals via the Client Profile. Navigate to the Client Manager, then Select your Client by clicking on their name. (Refer to the Video for a more in-depth description of the entire process) Step 1: Select the [Client Goals] Tab Step 2: Select [Manage Goals] Step 3:Enter data in each mandatory field […]
(You May also refer to the Video for Adding Authorizations) If you have Access, you may add Prior Authorizations via the [Service Authorizations Manager]. Navigate to the [Managers > Service Authorizations] Tab Step 1: Select the [Create New] Tab Step 2: Follow Step by step for Date, Client, and the services to be included.-Setting up […]
There are 2 ways to update the Service Code in a Note. Your Access Level will determine which method(s) you may use.
There are 3 items that must work in unison for restrictions to be properly administered. Follow the images below to check your settings for the Service Code, Authorization and Note Preferences.
Yes, You can Sign multiple notes at the same time! Step 1: After Searching for your notes in the [Note Center], select each note using the checkboxes at the left. Step 2: Scroll to the Bottom of the Page and Select [View All Checked Notes] Step3: Once in the [Note Detail] Scroll to the bottom […]
Yes, You can lock multiple notes without going into the Note Detail for each note. 1: After Searching for your notes in the Note Center, select each note using the checkboxes at the left. 2: Select the Note Actions drop down (+button) 3: Choose [Lock Checked Notes] and then [Do Action]