This article outlines the process of requesting a set of new clinical documents. New sets are needed for new ShareNote Community customers and when existing ShareNote Community customers add new programs.
Jump to Section: [Process] [Decision Stage]
Process
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Decision Stage
Prior to your project consultation, complete the following:
- If you are interested in reviewing your Clinical Documents, ask your Implementation manager about the clinical document sandbox.
- Provide a list of all clinical documents needed, also known as your project request.
- Include the following:
- Priority - what needs to be completed first, second, third, etc.
- Form number and name
- Example: SHN-1113 Alternate Diagnostic Assessment
- Form type - Diagnostic Assessment, Treatment Plan, Progress Note, Discharge, Client, etc.
- How to upload a project request:
- Include the following:
- Review the list of Agile Process Questions
Note: Based on the number, size, and complexity of your documents, we may suggest that you allow us to build your documents in multiple phases called “Sprints”. That will allow us to deliver your most critical documents quicker.