You can add any codes that are not available to you by selecting Managers > Services Manager in the main menu. On the upper right side of the Services Manager page there is a blue box that says, “Add New Service”. Clicking on this button will take you to the page where you can add […]
Category Archives: FAQ
Why can I not find a note that I recently saved or submitted?
When you choose to save progress on a note, there must be something entered in every field in order for the note to save successfully. Once saved successfully, you will get a message in green alerting you that your note was successfully saved, then directed to the note center where note will be listed.
How do you import an assessment that was previously exported?
In order to import the assessment, you must… Scroll up to the top of the assessment, where you will see a blue box that states, “Pre-Fill From File”. Expand this section with the arrows on the right side of the bar, then select “Browse”. Once selected, a listing of the files saved on your desktop […]
Why can I not see any information, clients, or staff in ShareNote?
Browse to your profile by clicking, “My Profile”, on the top right of ShareNote under the main menu. Under “Additional Information & Settings”, make sure you do not have “Set Audit View” checked. If checked, click the green, “Edit Staff Details” button. Uncheck the checkbox beside, “Set Audit View”. Click the green, “Update” button to […]
I see a red “X” or nothing at all when I add my signature via a Topaz Signature Pad. What is wrong?
Due to recent updates to Microsoft Windows, ShareNote can no longer support the Topaz Sig Pads via our Help Desk. You may continue to troubleshoot the signature pad by uninstall/reinstalling the software, or by trying to use the signature pad on a computer running Windows 7 or lower, with Micrsoft Internet Explorer. ShareNote now allows […]
