Permissions: Only the role of an Assigned Administrator or Location Administrator can access Preferences.
Below are the Preferences available to you and their purpose. When applicable there are related articles to assist with that category/function. To access Preferences, hover over the Managers tab in the navigation bar and select Preferences from the drop-down.
| Company Details |
Related article: Add & Manage Company Details |
| Secondary Contact Information | Add an additional contact person. |
| Checklist for Implementation |
Related articles: Implementation Checklist; Implementation Roadmap |
| Account Details |
Related article: Import Staff to ShareNote Community |
| ShareNote User Licenses |
Related article: Reduce User Licenses |
| Service Note Date Lock |
Related article: Service Note Date Lock |
| Manage Referral Companies |
Related article: Add & Manage Referral Companies |
| Manage Referring Provider |
Related article: Add & Manage Referral Providers |
| Manage Ordering/Prescribing Provider | Manage Ordering/Prescribing Providers information. |
| Maximum Service Unit Usage/Frequency | Manage your limitations for the number of service Units that can be used during a given time period (Day, Week, Month, etc.). This is a Global Setting, individual authorizations will take precedent. |
| Cumulative Time Maximum | Manage your limitations for the maximum amount of Time that can be spent on a Service during a given time period (Day, Week, Month, etc.). |
| Note Preferences |
Related articles: Enable Note-Level Claim Scrub; Prevent Duplicate Notes; Word Bank for Note Optimization |
| Note Business Hours | The Business Hours restriction will only apply to notes tracking time by "actual time spent". |
| Billing Preferences | Manage your services/notes for billing. |
| Alert Preferences | Select which Staff will be directly notified for the Client's Last Seen Alert. |
| Service Authorization Alerts |
Related article: Add Service Authorizations |
| Calendar/Scheduler | Select your default start and end times for your work day in the Calendar. |
| Client Requirement Alerts | Select which Staff will be directly notified for the Client Requirement Alert. When Client Requirements reach the designated time frame before expiration, these staff will be notified. |
| Residential Services |
Related article: Add & Manage Locations |
| Assessment Preferences | Manage Settings and Permissions for Assessments. |
| Time Clock Manager | Assign specific staff as Time Clock Manager which allows that staff member to view and edit the times and other staff (Location Administrators already have this ability). |
| Manage Note Reviewers | Assign Staff as a Note Reviewer. Reviewers will receive notification when new notes are submitted. |
| Sleep Log Preferences |
Related article: Sleep Log |
| Manage User Note Locking Permissions | Designate which Location Users can Lock their own notes without specific supervisor approval. |
| DFCS Invoicing | DFCS Invoicing. |
| Patient Portal Documentation Requiring Signatures | You will be able to enable client signature for your provider Assessments and also for Client Treatment Plan. |