Goals (ShareNote)
- Access Client Goals (ShareNote)
- Additional Goal Services and Reports (ShareNote)
- Add Service Code to a Goal (ShareNote)
- Why aren't my goals populating on notes? - FAQ (ShareNote)
- Add SNAPs to Client Goals (ShareNote)
- Update Goals (ShareNote)
General Note Functions (ShareNote)
- Note History: Scenarios & Examples (ShareNote)
- Seal Notes (ShareNote)
- Documentation Settings (ShareNote)
- Notification for Note That has Been Billed Multiple Times (ShareNote)
- Note Functionality & Best Practices (ShareNote)
- Note Signature Workflow and Best Practices Webinar (ShareNote)
Note Types (CAP, PIE, Wiley, BIRP, Universal) (ShareNote)
- CAP: Create CAP Note (ShareNote)
- CAP: Review or Edit Submitted CAP Note (ShareNote)
- CAP: Sign & Print CAP Note Monthly Grid (ShareNote)
- PIE: Create PIE Note (ShareNote)
- PIE: Note Status Pie Chart (ShareNote)
- Wiley: How do I use the Wiley Note Builder? (ShareNote)
Note FAQs (ShareNote)
- When viewing a Note, why can’t I see the “Comments” or why is my Message Center blank when it says I have messages? (ShareNote)
- How do I ensure Notes cannot be submitted without a valid Authorization? (ShareNote)
- Why can't I find a note that I recently saved or submitted? (ShareNote)
- Unable to Create a BIRP/PIE/UNI Note - Error: Date & Time Overlaps Another Client (ShareNote)
- Why is the Submit button grayed out when I attempt to create a note? (ShareNote)
- How do I see Notes older than those that show in my Newsfeed? (ShareNote)