When I try to create a note, why am I not able to pick a date as far back as I need to complete the note?

If you are unable to pick a date in the past as far as you would like for your note, it is because your organization has put a lock on how many days in the past you have the ability to create a note for. Please contact your ShareNote administrator for more information.

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 […]

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