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 […]
There are 2 ways to update the Service Code in a Note. Your Access Level will determine which method(s) you may use.
Yes, You can Sign multiple notes at the same time! Step 1: After Searching for your notes in the [Note Center], select each note using the checkboxes at the left. Step 2: Scroll to the Bottom of the Page and Select [View All Checked Notes] Step3: Once in the [Note Detail] Scroll to the bottom […]
Yes, You can lock multiple notes without going into the Note Detail for each note. 1: After Searching for your notes in the Note Center, select each note using the checkboxes at the left. 2: Select the Note Actions drop down (+button) 3: Choose [Lock Checked Notes] and then [Do Action]
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 […]
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 […]
In order to sign your note, it must be locked. Once locked, you need to scroll to the bottom of the note, check the box that says, “Check Here to Affix E-Signature”, then scroll further down and open the Electronic Signature Batch Apply box. Once open, put a check in the box attesting to the […]
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.
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 […]
If your Submit button is grayed out when trying to submit a note, it is due to an expired, mandatory certification in your Staff Profile which needs to be updated.