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ShareNote

Session One: Action Items

  • August 13, 2025
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Ensora Education Team
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Welcome to ShareNote Community Implementation, we're happy you are here! Below are the action items to be completed prior to your first Implementation Session.

IMPORTANT: Please make sure to remove pop-up blockers so that you are able to access support.

 

  1. Bring a notebook and pen to create a ShareNote Community journal to take notes during your trainings.
  2. Reach out to MCO's or Payers to verify which services you are credentialed to render.
  3. Confirm/determine from your MCO or State Department of Health what they define as Rendering NPI and Taxonomy.
  4. If you are going to use ShareNote Community for billing purposes, set up your Availity and/or Payspan accounts.
  5. Fill in your ERA enrollment template.
  6. Log in to your account. 
  7. Set your new password.
  8. Determine the type of notes your agency will be utilizing.
  9. Add a test client in ShareNote Community. Go to Client Profile, click Assessments from the menu on the left and review the documents provided.
  10. Determine if you need customized or state required documents. 
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