This video will help you navigate the ins-and-outs of adding new staff for your company to ShareNote.com.
Category Archives: How-To Videos
Staff Certifications
This video will explain certifications for staff in ShareNote.com.
Client Signatures
This video will walk you through the process of setting up signatures for both clients and their guardians in the client’s profile.
Adding a Client
A quick walk-through for adding new clients to your practice.
Using Assessments
A step-by-step guide on how to create ShareNote assessments to complete documentation on clients. Assessments include any electronic doc that is not a general note, such as biopsychosocial and initial assessments.
Billing Submission Process
ShareNote allows for submission of notes for billing right out of the box. This video describes how to submit your notes for billing within ShareNote.
ShareNote Billing Training – 2018
The year end wrap up training for all billing specialist and administrators. ShareNote’s own, Trinity Manning, guides us step-by-step through the processes and troubleshooting necessary to maximize your billing returns, thus limiting rejections.
Training Blitz – 4/19/2019
It’s the Return of the Training Blitz! The April 2019 Blitz featured updates to the Client Manager, Preferences and several other key areas in ShareNote. We encourage all ShareNote users to check out these informative programs to further enhance your knowledge of what ShareNote can do for you and your business.
