In Session Two, you will dive into how to add staff members, clients, goals, objectives, and interventions.
This article includes related articles and videos that pertain to the topics that will be covered in this session. You will also find your homework to be completed prior to your next session.
Click the tabs below to access corresponding articles and videos to assist you with your learning and homework for the next Session.
Add Staff & Staff Details
Add Clients & Client Details
Goals, Treatment Plans, Objectives and Interventions
Authorization Units & Service Authorizations
Assign Staff & Caseload
Homework
- Create a list of staff certifications, staff licensure’s, and place of services.
- Create a list of the agency’s most utilized client statuses and agency’s services.
- Identify agency's appointment scheduler’s, note reviewers (if note review process is used), clinical director and biller/billing staff.
- Determine if you will be utilizing ShareNote Community's time clock to track start/end time of each work day.
- Identify who will be updating your agency’s bulletin board.
- Establish whether your agency will use a note review process or allow staff to lock and sign notes upon submission.
- Identify your note reviewer.
- Determine the number of days staff will be allowed to sign notes: either after date of service or after a note has been reviewed and approved.
- Determine the number of days staff will be allowed to submit a note for a past date of service.
- Determine if the agency will be utilizing the Patient Portal. If so, enter clients email address in the Client Details.
- Determine if the agency will be utilizing the eligibility feature check within ShareNote Community (make a list of which staff members will be allowed to perform eligibility checks).
- Identify if parent/guardian signatures will be required for treatment plans and/or assessments.
- Share with your staff which note type caseworkers/clinicians will be utilizing at your agency.