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• FAQ 
• Status Updates
• Feature Requests
• Contact Support

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Admin Panel 
Add room and event type
Add User
Edit user permissions 
Export client information
​User Permissions 
Assigning Students their Patient Caseload
Give therapists access to patients
Mass Client Import
Move users to inactive
​Name not listed 
Restrict access to patients based on schedule
​Restrict by IP address 

Billing
Add or edit Cpt/Dx codes
Add claim item
Claim submission error
​Process claim items

Client List 
​Add new client
​Assign primary therapist
Assigning Students their Patient Caseload
Client not visible
Custom fields
Edit client
Last session and next session
Searching & exporting

Contact Notes
Create, edit, or print

Facility Files
Upload

General
Add signatures to document
Can't find note, form or report?
Change template
​​Continue working after 20 minutes
Forgot password
Initial login instructions​
Select a different supervising therapist

Manage Client Goals
Add a goal
Add a quantitative data field
Mark goal Met or Not Met
Archive goals
​Edit or delete goal
Edit or delete quantitative data tracker
​Change goal order

Notes
Create, edit, or print 
​Delete
Select goals to appear
Mark comment complete
Previous Plan
Retrieve backup
​Save
Spell check
Track Changes
View history and comments
​Group Note

Patient Portal 
Creating accounts
​Email notifications
​Fillable Forms
​Patient Appointment Module
Patient Information Module
Patient Messaging
Portal Activity Module

Reports
Report Builder Tag Options
Automatically pull from notes
Create a folder
Create, edit, or print
Create table
Delete
Format text
Mark comment complete
Progress Reports
Retrieve backup
Save
Spell check
Track changes
View history and comments

Settings
Change password
Save e-signature
​Update credentials

​Schedule
​Change view
​Client schedule report
​Create, edit, or delete appointment
​Custom attendance options
Custom Schedules
Mark attendance
​Print
Create a note, report, or form

Snippets
Create or edit
Insert snippet in note, form, or report

Todos
Remove items 
​When item is ready for review

Resources
​Beginning of Semester Checklist
Example Training Schedule

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12/28, 7:30 AM CST
10/28, 7:30 AM CDT
9/25/20, 7:30 AM CDT
​8/20/20, 7:30 AM CDT
8/7/20, 7:30 AM CDT
6/2/20, 7:30 AM CDT
4/8/20, 7-7:30 AM CDT
3/4/20, 7:30 AM CST
2/18/20, 7:30 AM CST
11/22/19, 7:30 AM CST
10/28/19, 7:30 AM CDT
9/25/19, 4:38 PM CDT
6/11/19, 7:20 AM CST
​5/13/19, 7:40 AM CST
2/21/19, 7:45 AM CST
2/14/19, 7:35 AM CST
12/21/18, 7:34 AM CST
​12/7/18, 7:30 AM CST
11/21/18, 7:40 AM CST
11/8/18, 7:40 AM CST
10/19/18, 7:30 AM CST
10/12/18, 7:40 AM CST
9/7/18, 3:15 PM CST  
8/29/18, 7:40 AM CST  
7/9/18, 7:45 AM CST

About Us
ClinicNote is an Electronic Medical Record for university and private practice clinics. Our main purpose is to improve the lives of clinicians across the country. .

Contact Us
Email: info@clinicnote.com
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Des Moines, Iowa 50309