There are 2 ways to update the Service Code in a Note. Your Access Level will determine which method(s) you may use.
There are 3 items that must work in unison for restrictions to be properly administered. Follow the images below to check your settings for the Service Code, Authorization and Note Preferences.
Yes, You can Sign multiple notes at the same time!
Step 1: After Searching for your notes in the [Note Center], select each note using the checkboxes at the left.
Step 2: Scroll to the Bottom of the Page and Select [View All Checked Notes]
Step3: Once in the [Note Detail] Scroll to the bottom of EACH note and check the box to add this note to the Signature Batch.
Step 4: Complete the [Add Electronic Signature] at the bottom of the Note Detail view. Check the Box to agree, Enter Your PIN and Select a Signing Date if you. have access to.
Step 5: Apply Signature to the selected notes.
Yes, You can lock multiple notes without going into the Note Detail for each note.
1: After Searching for your notes in the Note Center, select each note using the checkboxes at the left.
2: Select the Note Actions drop down (+button)
3: Choose [Lock Checked Notes] and then [Do Action]
This video will walk you through goal and treatment plan management. You will learn to find and view the active treatment plan and goals, as well as how to manage adding and updating goals, objectives and interventions.
This video will cover best practices of the ShareNote.com scheduler and its most used functionality.
Generic goals allow the creation of a basic goal structure and to apply it to multiple staff at one time. You will learn where this tool is located and how to apply them to clients.
This video will describe the purpose and performance of client eligibility checks inside ShareNote.com. This allows you to verify a client’s eligibility in the background from inside the system. You will learn to verify a single client on intake as well as batch verify several clients in the Client Manager.
This video introduces new users to the ShareNote.com system. You will learn the first steps to getting started, along with important features to help prepare you for the webinar and staff trainings.
This video will guide you through the process of reviewing and approving notes, including how to find, review, and edit notes. Administrators will learn how to comment and lock notes, while staff will review how to edit and sign notes both singularly and in batches.