Managers Tab (ShareNote)

Managers Tab Overview (ShareNote)

• Managers Tab Overview (ShareNote)
• Retrieve PIN (ShareNote)
• Add or Edit an Assessment (ShareNote)

Reports Manager (ShareNote)

• Expiring Assessments by Client Report (ShareNote)
• Run & Access Client Questionnaires (ShareNote)
• Run & Filter Staff or Client Reports (ShareNote)
• Run & Access PHQ-9 Questionnaire Report (ShareNote)

Services Manager (ShareNote)

• Add Secondary Service Code (ShareNote)
• Add a Service to an Existing Billing Profile (ShareNote)
• Add New Service (ShareNote)
• Verify Services - Activate or Deactivate (ShareNote)
• Group Services Together (ShareNote)
• Export Service Codes (ShareNote)

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Preferences (ShareNote)

• Reduce User Licenses (ShareNote)
• Preferences Glossary (ShareNote)
• Store Permanent PDF Record of Notes and Assessments (ShareNote)
• Add Company Logo (ShareNote)
• Service Note Date Lock (ShareNote)
• Add & Manage Company Details (ShareNote)

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Client Manager (ShareNote)

• Individualized Rehabilitation Treatment Plan to Client Goals (ShareNote)
• Client Lifestyle (ShareNote)
• Back-to-School Tools Webinar (ShareNote)
• Access Information from a Signed & Locked Assessment (ShareNote)
• Client Map (ShareNote)
• Add & Access Record Numbers (ShareNote)

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Lists Manager (ShareNote)

• Add Service Delivered (ShareNote)
• Place of Service (ShareNote)
• Add, Edit, and Delete Client Status (ShareNote)
• Client Requirements (ShareNote)
• Batch Certifications (ShareNote)
• Add, Edit, & Delete a Certification (ShareNote)