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 […]
Category Archives: FAQ
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.
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 […]
Why can’t I reply to my Help Desk (HD) Ticket from my ShareNote Message Center?
To reply to a Help Desk Ticket, you must go back into your Help Desk within ShareNote. Click on the View link next to the ticket and add your reply to the Add Update field. Then click the Add Update button when complete. Once the button is clicked, the ShareNote support team will instantly receive […]
How do I see notes older than those that show in my Newsfeed?
In order to see more notes, as well as to search for notes by date range and other filters, navigate to the Note Center via the navigation bar. Utilize the search criteria to narrow down the search for your notes, then click the Show Notes button at the bottom of the search section to show […]
How do I attach my electronic signature to my notes?
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 […]
When I look in the Staff Manager, why can I not see all staff names?
If you do not see the name of other staff listed in the Staff Manager, it is due to being assigned a location in your profile and the staff you are looking for are either assigned to a different location or are not assigned any location. Go to Profile, Locations, and remove your assigned locations […]
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.
I chose a different Location from the drop down box (ddb). Why will the location not change?
Once you change your location in the Current Location (ddb), you must click the Change button to submit the change to the new location.
