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Export Service Codes (ShareNote)


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  Permissions: Lead Counselor Manager and above can access Services Manager and export the Services list to CSV.

After Service Codes have been entered into ShareNote Community, you may need to export Service Codes as part of your Billing Implementation with ShareNote Community. This export will need to be attached to the Billing Template you submit to ShareNote Community.

Related Articles: Verify Services (Activate or Deactivate) or Add a Service

  1. Hover over the Managers tab in the navigation bar and select Services Manager from the drop-down.
  2. Click Export to Excel button.
  3. The Services list will export to an Excel CSV file.
  4. Attach the CSV file to your Billing Profile Submission.

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