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 […]
Category Archives: Client
How do I check Batch Eligibility?
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 […]
How Do I add a Client Goal?
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 […]
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. […]
Why is the Add Goal button grayed out?
The Add Goal button is grayed out because your ShareNote Access Level does not give you the access to add goals. Please contact your ShareNote administrator for more information.
How do I see the amount of Service Authorizations units my client has left?
You may view your Authorization Units in 4 places. Under [Managers] > [Service Authorizations] you may view current Auths, even if you do not have access to add them. You may also go to a Client’s Profile. [Managers] > [Client Manager] > [Current Authorizations]. You may also use the Note Center. [Note Center] > Set […]
Where do I enter medication information in a client’s profile?
To enter medication information for your clients, you will need to go to your Client Manager, under Managers, and click on your client’s name and under the Health header in their profile, click the Health tab. Within that tab you can add the client’s medications, allergies, etc.
How do I move a client to another location?
In order to move a client from one location to another, you must go to your Client Manager under your Managers tab. Once there, locate the name of the consumer that you need to move and put a check in the box next to their name and scroll up to just below the search criteria […]
How do I reactivate an inactive client/staff?
To reactivate an inactive client, you would go to your Client Manager under your Managers tab and check the box at the top that says “Show Inactive Clients”. Once the list populates you can click the green Reactivate link on the right side of the listing. To reactivate staff, you would go to the Staff […]
