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PIE: Create PIE Note (ShareNote)


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The steps below outline how to create an individual PIE Note.

Related Articles: Review, Lock, Sign, & Modify Notes Workflow; Write a Group Note: PIE, BIRP, & Universal Group Notes; Effective Documentation Training Webinar

Jump to Section: [Create PIE Note] [Enter Required Information] [Sign and Submit Note]

Create PIE Note

  1. Hover over the Note Center tab in the navigation bar, hover over PIE Notes, then select Create New Note from the drop-down. 
  2. Select Create a PIE Note for Single Client.
  3. Select Service Date.
  4. Choose Client Name.

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Enter Required Note Information

All areas marked with a red asterisk are mandatory fields.

  1. Click on the carrots to review the Client Requirements Outstanding, Service Authorizations, Most Recently Created Note and Diagnosis List.

    Note: Your notes automatically save as you work.

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  1. Use the Service Type drop-down to select the appropriate service type.
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  1. Use the Direct/Face-to-Face? drop-down to indicate if this was a face-to-face session.
  1. Select the appropriate Location Code from the list.
  1. Select the Start and End Time of the session. 
  1. Select Shift/Duration of Service - These are predetermined by your organization's Administrator.
  1. Click Add New Goal to add an additional Goal from here.
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  1. Select Purpose of Contact from the Goals listed. 

    Note: If no Goal is listed, add a new goal in the drop-down above.
  1. Select Intervention/Activity if Interventions are present in Treatment Plan.
  1. Click Add Selected Intervention above to Box Below.
  1. Enter Intervention and Effectiveness/Progress Assessment in fields provided. You can use the Word Bank to assist in writing your Note.
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Sign and Submit Note

  1. Check the I Agree to the terms of the Attestation Statement box.
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  1. Enter your PIN number to apply your electronic signature.
  1. Click Submit Note. A green Note Submitted Successfully bar will display to confirm that your note was submitted. 

    Important: If you do not see green confirmation, scroll to find required fields that were missed or entered incorrectly.

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