How do I search claims?

  1. From the main menu in ShareNote, browse to Managers > Direct Billing > Billing Claims Search.
  2. Enter in the desired date range.
  3. Enter in the desired value into Claim Status textbox, or enter in “QA” to bring up rejected claims only.
    1. You may sort by Client Name or Claim Date.
    2. Here you can view the status/reason.
    3. Items listed have the last status given by the clearinghouse and/or payer – unless this item was resolved by other means and paid with a paper check

How do I submit corrected claims?

  1. Click on Note Center from the main menu.
    1. Locate the Notes that have the error and correct the notes.
    2. From Note Center, click on View Payment History for the note.
    3. Select and Copy the Trans ID.
  2. Click on Managers >Direct Billing >Transaction History from the main menu.
    1. Paste Trans ID into the Search field, click Search button.
    2. Once the transaction appears in the results, click on “VIEW”.
    3. The ICN Number field is prepopulated, if not manually type in the ICN number for the claim found on the paper remittance.
    4. Click “Update ICN” button.
    5. Click the checkbox on the left to select the claim.
    6. Select Status should be changed to: Corrected/Billable.
    7. Click on Update Billing Status button.

To work on the denials for one client at a time:

  1. Click on Managers > Direct Billing > Billing Claims Search from the main menu.
  2. Enter in a Date Range and one of the following:
    1. Claim ID
    2. Client ID
    3. Policy Number
  3. Update ICN numbers and the Billing Status for all of the client denials here.

How do I see how many service authorizations units my client has left?

You may view your Authorization Units in 4 places.

  • Under Managers > Service Authorizations in the main menu, you may view current auths, even if you do not have access to add them.
  • You may also go to a Client’s Profile by accessing Managers > Client Manager > Current Authorizations in the main menu.
  • You may also use the Note Center (found under Note Center in the main menu).
    • Set your search parameters.
    • Click the Show Notes button.
    • Select Authorizations tab. (You may need to refresh.)
  • Lastly, when you write a note, you will see a drop down for current authorizations that will show you each valid auth, as well as, how many units are remaining.

Also, if you have set up alerts in the authorization they will appear in the Alert Center. These will notify you when the authorizations reach the desired amount of days or units remaining.

How can I access the eRX system to update patient information for the doctor?

This is called Proxy Access and it allows a non-prescribing user to update client information within the eRX and even fill out the prescription information for the prescriber. (Please note that only the prescriber can approve and send/print the prescription.) Please submit a Help Desk ticket in ShareNote letting us know which staff you would like to provide this access to. We normally have this request set up the same business day that they are submitted.

How do I access the electronic prescription system?

  1. Go to the ShareNote.com Client Manager from the main menu.
  2. Click the name of the client you wish to write a prescription for.
  3. Click the ELECTRONIC PRESCRIPTIONS link on the left-hand menu.
    1. If all of the required client information is PRESENT, you will see a green button labeled, “OPEN ELECTRONIC PRESCRIBING SYSTEM”
    2. If all of the required client information is NOT PRESENT, you will see a list of items that will need to be added/updated. Once this information is present, the green button to access the system will show.

Please note that you must have an electronic prescription subscription through ShareNote.com to access the electronic prescription system before any of the above will show.

If you would like more information on electronic prescribing through ShareNote.com, please contact us at 336-793-0622.

Do I need a username and password to access the electronic prescription system as a prescriber?

No, you do not need this information. ShareNote.com provides a secure token which will log in the prescriber to the electronic prescription system without the prescriber having to input a username or password.

If you are presented with a challenge to submit a username and password, please close the DoseSpot window and reconnect by clicking the green, OPEN ELECTRONIC PRESCRIPTION SYSTEM button in the client’s profile from ShareNote.

What Patient/Client Information is Required?

There is a certain subset of information that our electronic prescription system requires in patient/client details before the patient/client information can be sent into our electronic prescription system. The information requested is:

  • First Name
  • Last Name
  • Home Address
  • Home City
  • Home State
  • Home Zip Code
  • Home Phone
  • Date of Birth

Once all of this information has been added to the client’s profile in ShareNote, you will be able to launch into our electronic prescribing system from the client’s profile.

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