If you are just getting started with ShareNote Community we are here to help! ShareNote Community is a user friendly system and we know you will love it. The articles below can help you get acquainted with our key features.
Note: Our Knowledge Base is a work in progress. If you need help with something that is not addressed in our Knowledge Base yet, contact Support.
1. Initial Login & Review Dashboard
Take a minute to log in to ShareNote Community and review all of the things that are available on your Dashboard.
2. Message Center
The Message Center is a secure, HIPAA compliant way for you to send messages within ShareNote Community.
3. Verify Your Staff Profile
Your Administrator created your Staff Profile. It is best practice to take a look at what has been entered to ensure it is correct. Additionally, from your Staff Profile, you can change your Password, add a Profile Picture and add a Signature.
4. Locate Client Files
Take some time to locate and look through Client Files. You will also want to familiarize your self with the following:
- How to Add Client
- How to Add Client Goals, Objectives, & Interventions
- How to Add Client Funding Source
5. Note Center
In the Note Center, ShareNote Community offers a variety of way to take your session Notes. Talk to your System Administrator to see what they require. Here are a few articles to help you get started with Note Center:
6. Calendar & Scheduler
And finally, let's take a look at the Calendar and Scheduler. Here you can schedule and view any appointments made.