There are two parts to this process: Deactivating the old CREDENTIAL ID, Activating the new CREDENTIAL ID. We have a document that outlines this process which you can download here: https://www.sharenote.com/downloads/DoseSpot_EPCS_NewPhone_Symantec.pdf. As always, if you need assistance with this, please feel free to create a support ticket with us in the ShareNote Help Desk.
Author Archives: user
How do I apply my signature to multiple notes?
In order to sign multiple notes, you must: Pull up all the locked notes that you want to sign in the Note Center > Note Listing. Put a check in the box to the left of the notes that you wish to sign. Scroll to the bottom of the list and click View All Checked […]
I’m unable to create a BIRP/PIE/UNI note because ShareNote is saying that the date and time overlaps with another client. (Location User)
This message means that there is either a note for the same consumer for the same time done by another staff, or that there is another note done by you for the same time. You will have to speak with your supervisor/administrator to clarify the situation and correct it so that you can submit your […]
How can I add a service code to ShareNote?
You can add any codes that are not available to you by selecting Managers > Services Manager in the main menu. On the upper right side of the Services Manager page there is a blue box that says, “Add New Service”. Clicking on this button will take you to the page where you can add […]
Why can I not find a note that I recently saved or submitted?
When you choose to save progress on a note, there must be something entered in every field in order for the note to save successfully. Once saved successfully, you will get a message in green alerting you that your note was successfully saved, then directed to the note center where note will be listed.
How do you import an assessment that was previously exported?
In order to import the assessment, you must… Scroll up to the top of the assessment, where you will see a blue box that states, “Pre-Fill From File”. Expand this section with the arrows on the right side of the bar, then select “Browse”. Once selected, a listing of the files saved on your desktop […]
Why can I not see any information, clients, or staff in ShareNote?
Browse to your profile by clicking, “My Profile”, on the top right of ShareNote under the main menu. Under “Additional Information & Settings”, make sure you do not have “Set Audit View” checked. If checked, click the green, “Edit Staff Details” button. Uncheck the checkbox beside, “Set Audit View”. Click the green, “Update” button to […]
I see a red “X” or nothing at all when I add my signature via a Topaz Signature Pad. What is wrong?
Due to recent updates to Microsoft Windows, ShareNote can no longer support the Topaz Sig Pads via our Help Desk. You may continue to troubleshoot the signature pad by uninstall/reinstalling the software, or by trying to use the signature pad on a computer running Windows 7 or lower, with Micrsoft Internet Explorer. ShareNote now allows […]
Best Practices for Managing Customer Service in the Mental Health Field
Serving the needs of individuals struggling with a mental health disorder requires a certain degree of both empathy as well as an awareness of federal law. While the mental health provider is in an authority position, it is essential that the attitude presented to the patient be one of compassion, treating each patient with the […]
