How can I change my password?

In order to change your password, click on the Edit My Profile link located on the upper right side of every page in ShareNote. Once in your Staff Profile, on the right below the listing of your certifications, enter your old password and then your new password. Confirm your new password by retyping it in the Change Password box. Click the Change Password button to complete the password change.

I can not remember my PIN. Where can I get it or can it be reset?

To retrieve your PIN, click on the Edit My Profile link on the upper right side of any page in ShareNote. Once in your profile, click on the Signature tab and click on the link that says “Click Here to Retrieve PIN”. You will then be prompted to answer your challenge question (the answer is case sensitive). Once you answer the challenge question correctly, click the Show PIN box and your PIN will show to the right of that box.

When I try to create a note, why am I not able to pick a date as far back as I need to complete the note?

If you are unable to pick a date in the past as far as you would like for your note, it is because your organization has put a lock on how many days in the past you have the ability to create a note for.

Please contact your ShareNote administrator for more information.

How do I add Goals for my clients?

Client Goals are added to the client’s profile from within the Client Profile.

  1. In the Managers tab from the main menu, click on the Client Manager menu item.
  2. Next, click the name of the client that you wish to add goals for.
  3. Once you are in your client’s profile, click the Client Goals tab in the left-hand menu, under the Notes/Information header.
  4. Click Manage Goals.
  5. The left-hand side displays any previously created goals for this client.
  6. Use the Add New Goal form on the right-hand side to input information pertaining to this client’s goals.
  7. Click the Add Goal button to add the new goal to your client’s profile.

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.

  1. From the ShareNote.com login page or main page, enter your ShareNote Username.
  2. Click the “Forgot Password” link.
  3. Your password will now be emailed to you at the email address you have listed in your profile.

Please note that ShareNote does not give out passwords via the Help Desk or over the phone.

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