Clients & Calendar (ShareNote)

Client Setup (ShareNote)

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

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Clients - General Menu (ShareNote)

• Add Suicide Risk to Client Details (ShareNote)
• Client Dashboard (ShareNote)
• Add or Edit Client Details (ShareNote)
• Add or Edit Insurance/Funding Source (ShareNote)
• Contact Log and Leave Entry (ShareNote)

Clients - Notes/Information Menu (ShareNote)

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

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Clients - Health Menu & Residential Services (ShareNote)

• Add New Client Medication (ShareNote)
• Medication Administration Reporting (ShareNote)
• Sleep Log (ShareNote)

Client FAQs (ShareNote)

• Not Seeing Correct Caseload Clients (ShareNote)
• How do I see how many Service Authorizations units my Client has left? (ShareNote)
• Why is the Add Goal button grayed out? (ShareNote)
• How do I use the Wiley Treatment Plan Builder (ShareNote)

Calendar Preferences & Appointments (ShareNote)

• Add New Client Event (ShareNote)
• Export/Print Calendar to PDF (ShareNote)
• Delete Calendar Event (ShareNote)
• Add Client Appointment (ShareNote)
• Set Calendar Scheduler Color (ShareNote)
• Edit Calendar Appointment or Event (ShareNote)

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Calendar Appointment Reminders (ShareNote)

• Appointment Reminders Overview (ShareNote)
• Reminder Settings (ShareNote)
• Setup Email Appointment Reminders (ShareNote)
• Set up Text Appointment Reminders (ShareNote)
• Set up Phone Appointment Reminders (ShareNote)
• Reminders Audit Log (ShareNote)

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