This video provides an overview of general navigation in ShareNote, and an introduction to the Dashboard.

Related Articles/Videos:

• Get Started - Staff
• Dashboard Overview Video
• Dashboard Overview
• Add or Edit Staff Profile Picture
• Staff Profile and Notifications Video
• Add Staff Signature & Retrieve PIN
• Create Reminders/Tasks
• Tasks Manager Video

The following video walks you through how to access and manage the Message Center, and send and receive messages.

Related Article:

• Message Center

This video will walk you through how to customize, use, and manage your calendar/scheduler.

Related Articles:

• Set Calendar Scheduler Color
• Add Calendar Event
• Delete Calendar Event
• Add Client Appointment & Add New Client Event
• Edit Calendar Appointment or Event

This video highlights the various communication tools located within your Dashboard.

The below videos and related content will assist you and your staff with documentation. Please also review the workflow for documentation of Notes.

Create a New BIRP Note

This video illustrates how to create a New BIRP Note from the Note Center and submit your Notes.

Related Articles:

• Note Center Tab Overview
• Create BIRP Note

Failed Note Scrub & Wiley Note Builder

This video shows you what happens when a Note fails a Note Scrub and how to fix it, as well as a preview of the Wiley Note Builder.

Related Article:

• How do I use the Wiley Note Builder?

Note Reviewer

If you are a Note Reviewer at your agency, this video will walk you through your workflow and capabilities.

Related Articles:

• Lock Note
• Lock Multiple Notes Simultaneously

Modify, Lock, & Sign Notes

Related Articles:

• Note Status Pie Chart
• Sign Note
• Sign Multiple Notes Simultaneously

Assessments

Related Articles:

• Add or Edit an Assessment
• Import an Assessment from Previous Export

This video demonstrates the various tools within ShareNote that will assist with Data Management.

Related Articles:

• Contact Log and Leave Entry
• Diagnosis Definitions and Information
• Add Collateral Contacts
• Run & Access Client Questionnaires
• Add Client File
• Track Client Progress

1. Provide your Implementation Trainer with the Client ID numbers of two clients that can be utilized as examples to identify if they are set up properly.
2. Provide your Implementation Trainer with two staff members (one Location User and one Supervisor and/or Administrator) as examples to identify if they are set up properly.
3. List any questions and/or concerns regarding using ShareNote Community.
4. Review Services Manager to ensure there are no duplicated active Service Codes, and ensure Service settings have been selected.
5. Confirm all Service Codes representing services rendered by the agency have been entered. If there are missing Services, please add them.
6. Confirm that the billing template has been completed and returned to claims@sharenote.com.
7. Ensure all client authorizations have been entered correctly.
8. Identify that all Client and Staff services have been selected for each client and staff member.
9. Ensure all goals, objectives and interventions are entered. Confirm open dates are current and close dates are accurate.
10. Confirm all caseworkers and clinicians are familiar with locating patient education materials and client diagnosis/problems.
11. Identify that all staff members are able to locate client communication preferences on the client’s profile.
12. Ensure all Client Details are reviewed and/or corrected in each client’s profile.
13. Have staff create and submit notes and/or assessments (these will be used in your billing walkthrough).