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 […]
Category Archives: FAQ
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 […]
Why does my name show up multiple times in the Staff Manager?
If your name appears multiple times in the Staff Manager, it is because you are assigned to multiple locations.
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 […]
How can I change my password?
In order to change your password, click on the Edit My Profile link located on the upper right side of every page in ShareNote. Once in your Staff Profile, on the right below the listing of your certifications, enter your old password and then your new password. Confirm your new password by retyping it in […]
I can not remember my PIN. Where can I get it or can it be reset?
To retrieve your PIN, click on the Edit My Profile link on the upper right side of any page in ShareNote. Once in your profile, click on the Signature tab and click on the link that says “Click Here to Retrieve PIN”. You will then be prompted to answer your challenge question (the answer is […]
Why is the Submit button grayed out when I attempt to create a note?
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.
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.
