Can I allow Staff Extra Time to enter notes without turning off the Note Lock altogether?

Yes, You can allow 1 or more staff additional time by adjusting their “Days To Enter Notes” in their Staff Profile.  Manager > Staff Profile > Staff Name > Edit > Scroll Down > General ShareNote Settings. 0 is the default, meaning it defers to the setting in Preferences. Update this number to give this […]

Why am I unable to see my Client in the drop down box (ddb) when creating a note?

When you are unable to see your Individual in the ddb when creating a note, either that Individual is not in your caseload, or you are working in a different Location. Check your Caseload in your Profile and insure that your are working in the correct Current Location. If you have access you may also […]

When creating a new note and trying to select the Service Code, why does the message display “NO MATCH in Your Assigned Services!”?

This message is displayed because the services checked under the Services tab within the Staff Profile do not match the services checked under the Services tab within the Client’s Profile that the note is being completed for.

When viewing a Note, why can’t I see the “Comments” or why is my Message Center blank when it says I have messages?

It is because you have the Set Audit View box checked within your profile. Audit View is a limitation intended for auditors to view limited information inside the ShareNote system. Any staff with Audit View checked will be limited in their access. Please browse to your profile, click Edit, then remove the check from that […]