Clients

Client Setup

• Add Client E-Signature
• Why am I receiving an error message when adding a New Client?- FAQ
• Add a Client Overview
• Add Collateral Contacts
• Add New Client
• Import Clients to ShareNote Community

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General Menu

• Client Dashboard
• Add or Edit Client Details
• Add or Edit Client Funding Source
• Contact Log and Leave Entry

Notes/Information Menu

• Track Client Progress
• Set Primary Client Diagnosis
• Diagnosis Definitions and Information
• Add & Manage Client Services
• Import an Assessment from Previous Export
• Add Client Diagnosis

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Residential Services

• Sleep Log

Health Menu

• Add New Client Medication
• Medication Administration Reporting