Category Archives: How-To Videos

A quick walk-through on how to electronically sign single or multiple notes.

A walk-through for viewing and creating Service Authorizations. (Prior Authorizations)

Learn how to properly setup the Services Manager, as well as, additional options available, including adding and updating services.

If your company utilizes BIRP notes, this video will guide you through the steps to successfully create a BIRP note for your clients.

This video goes over the steps to a successful implementation of ShareNote.com at your company.

If your company utilizes PIE notes, this video will guide you through the steps to successfully create a PIE note for your clients.

Locations is a powerful tool in ShareNote.com whether you have multiple offices or not. This video will guide you on how to add new locations.

This video provides best practices on managing individual clients through the Client Profile.

The Staff Profile in ShareNote.com is a feature-rich section that allows administrators granular control over what staff can do and see inside of your account. This video breaks everything down in an easily digestible format.

Learn how to utilize the Task Manager inside of ShareNote.com to help keep your company organized and moving forward efficiently.