Monthly Archives: February 2020

This video will walk you through goal and treatment plan management. You will learn to find and view the active treatment plan and goals, as well as how to manage adding and updating goals, objectives and interventions.

This video will cover best practices of the ShareNote.com scheduler and its most used functionality.

Generic goals allow the creation of a basic goal structure and to apply it to multiple staff at one time. You will learn where this tool is located and how to apply them to clients.

This video will describe the purpose and performance of client eligibility checks inside ShareNote.com. This allows you to verify a client’s eligibility in the background from inside the system. You will learn to verify a single client on intake as well as batch verify several clients in the Client Manager.

This video introduces new users to the ShareNote.com system. You will learn the first steps to getting started, along with important features to help prepare you for the webinar and staff trainings.

This video will guide you through the process of reviewing and approving notes, including how to find, review, and edit notes. Administrators will learn how to comment and lock notes, while staff will review how to edit and sign notes both singularly and in batches.

A walk-through of the Lists Manager and the many functions to help you improve your workflow. The manager allows for the customization of certifications, batch certifications, client requirements, client statuses, service locations, services delivered, the word bank and other functions to personalize how ShareNote.com works for you.

This video demonstrates how to add an electronic signature to both a client and staff profile with a touch screen device or mouse, removing the need to employ a signature pad.