The workflow below outlines how to access information from a signed and locked Assessment, should you need to copy and paste the contents of the Assessment to request authorizations, add to the Behavior Rating Scales document, etc.
If your ShareNote Community account was created prior to January, 2022, go to the Add Assessments to PDF section.
Jump to Section: [Copy Information from a PDF] [Add Assessments to PDF]
Copy Information from a PDF
- Hover over the Managers tab in the navigation bar, and select Client Manager from the drop-down.
Note: You can also access the documents by hovering over the Managers tab and selecting File Manager from the drop-down.
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- Open appropriate Client.
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- Scroll down and click File Manager from the Other section of the menu on the left.
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- Click the Floppy Disk icon to access the PDF.
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- The PDF will open in a separate tab where you can copy and paste the needed information.
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Add Assessments to PDF
If your ShareNote Community account was created prior to January, 2022, follow the steps below to add the Assessments in a PDF format to the File Manager.
- Hover over the Managers tab in the navigation bar, and select Client Manager from the drop-down.
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- Open appropriate Client.
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- Scroll down and click Assessments from the Notes/Information section of the menu on the left.
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- Check the box(s) of individual Assessments you would like to access, or check the box next to Assessment at the top of the chart to select all.
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- Click SAVE checked to File Manager.
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- To access the PDFs, scroll down and click File Manager from the Other section of the menu on the left. See the steps in the previous section to copy and paste the information.
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