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.
Author Archives: ShareNote Team
Adding an Electronic Signature
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.
Goal Setting: Set Your Business Up for Success
Most companies adhere to the principle that determining where they are, articulating where they are going and deciding how to get there are essential practices for a healthy enterprise and ongoing growth. This process is known as strategic planning by the folks in the C-Suite. But there’s more to it than just those requisite questions. […]
Note Center for Administrators
A tour of additional power and possibilities for Location Administrators in the Note Center. This video includes reporting, activity, authorizations and complex searching and sorting.
Electronically Signing Notes
A quick walk-through on how to electronically sign single or multiple notes.
Service Authorizations
A walk-through for viewing and creating Service Authorizations. (Prior Authorizations)
Services Manager
Learn how to properly setup the Services Manager, as well as, additional options available, including adding and updating services.
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. Open the CREATE NEW NOTE page as you normally would to create a note in ShareNote.com. Complete the normal client information at the top of the new note. Click the blue USE WILEY NOTE BUILDER button […]
How do I use the Wiley Treatment Plan Builder?
The Treatment Plan Builder requires at least one DIAGNOSIS to be assigned to the client for which you are creating the treatment plan. You will need to do this in the DIAGNOSIS/PROBLEMS section of the CLIENT PROFILE before using the Wiley Treatment Plan Builder. Click the MANAGE GOALS link in CLIENT PROFILE > CLIENT GOALS. […]
5 Reasons Why Wiley Treatment Plan Builder and Notes Builders Will Give You More Time in Your Day
Do you find yourself wishing you had more hours in a day? Do you wonder why your “to-do” list keeps getting longer, not shorter? It seems as though we never have enough time to get everything done—especially when it comes to client work. The exciting news is Wiley Treatment Plan Builder and Note Builders are […]
