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Admin Panel 
Add room and event type
Edit user permissions
Give therapists access to patients
Move users to inactive
​Name not listed 
Restrict access to patients based on schedule

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

Client List 
​Add new client
​Assign primary therapist
Client not visible
Edit client
Last session and next session

Contact Notes
Create, edit, or print

Forms
Add goals
Blue pen tool
Create a folder
Create, edit, or print
Delete
Mark comment complete
Save
Sign Intake Forms
Spell check
View history and comments

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
​Work on 2 things at once​

Manage Client Goals
Edit or delete goal
Edit or delete quantitative data field
Mark goal complete

Notes
Add goal
Add Quantitative Data Field
Blue pen tool
Create, edit, or print
​Delete
Goal still appearing
Mark comment complete
​Save
Spell check
Track Changes
View history and comments
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Reports
Automatically pull from notes
Create a folder
Create, edit, or print
Create table
Blue pen tool
Delete
Format text
Mark comment complete
Retrieve backup
Save
Spell check
View history and comments

​Schedule
​Change view
​Create, edit, or delete appointment
Mark attendance
​Print

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

Settings
Change password
Save e-signature
​Update credentials

Todos
Remove items 
​When item is ready for review
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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 a tech startup that participated in the Global Insurance Accelerator. Our main purpose is to improve the lives of clinicians across the country. .

Contact Us
Phone Number: (319) 430-2656
Email: info@clinicnote.com

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Des Moines, Iowa 50309