Client Goals are added to the client’s profile from within the Client Profile. In the Managers tab from the main menu, click on the Client Manager menu item. Next, click the name of the client that you wish to add goals for. Once you are in your client’s profile, click the Client Goals tab in […]
Category Archives: FAQ
I cannot remember my password. How can I retrieve it?
This retrieval method will only work if you have a valid email address added to your Staff Profile. If you do not have a valid email address, please contact your ShareNote administrator. From the ShareNote.com login page or main page, enter your ShareNote Username. Click the “Forgot Password” link. Your password will now be emailed […]
How do I search claims?
From the main menu in ShareNote, browse to Managers > Direct Billing > Billing Claims Search. Enter in the desired date range. Enter in the desired value into Claim Status textbox, or enter in “QA” to bring up rejected claims only. You may sort by Client Name or Claim Date. Here you can view the […]
How do I submit corrected claims?
Click on Note Center from the main menu. Locate the Notes that have the error and correct the notes. From Note Center, click on View Payment History for the note. Select and Copy the Trans ID. Click on Managers >Direct Billing >Transaction History from the main menu. Paste Trans ID into the Search field, click […]
How do I see how many service authorizations units my client has left?
You may view your Authorization Units in 4 places. Under Managers > Service Authorizations in the main menu, you may view current auths, even if you do not have access to add them. You may also go to a Client’s Profile by accessing Managers > Client Manager > Current Authorizations in the main menu. You […]
Once I click “Approve & Send” on a prescription, can I still make changes?
Unfortunately, once a prescription has been approved and sent, it can no longer be modified or deleted. Please contact the receiving pharmacy to make any necessary prescription updates.
How long does the prescription take to reach the pharmacy?
This only takes a few seconds and will be noted from within the prescribing window by a green check beside the medication.
Why did I fail the identity verification step when setting up my profile for EPCS?
This occurs when one or more of your answers do not match what is on record with Experian. If you have failed this identity proofing step more than once, please submit a Help Desk ticket in ShareNote.com so that we may investigate the issue.
How can I access the eRX system to update patient information for the doctor?
This is called Proxy Access and it allows a non-prescribing user to update client information within the eRX and even fill out the prescription information for the prescriber. (Please note that only the prescriber can approve and send/print the prescription.) Please submit a Help Desk ticket in ShareNote letting us know which staff you would […]
How do I access the electronic prescription system?
Go to the ShareNote.com Client Manager from the main menu. Click the name of the client you wish to write a prescription for. Click the ELECTRONIC PRESCRIPTIONS link on the left-hand menu. If all of the required client information is PRESENT, you will see a green button labeled, “OPEN ELECTRONIC PRESCRIBING SYSTEM” If all of […]
