Getting Started
Download this Training Document as a guide to know which support videos to watch first. Login 1. Use Chrome browser ONLY If you don’t have Chrome, follow these steps to install:
Change your password 1. Click “Settings” in the top right corner of the screen 2. Click “My Account” 3. Enter new password
Create your e-signature 1. Suggestion: Open ClinicNote on an iPad 2. Click “Settings” 3. Click “My Account” 4. Scroll down and click blue “E-sign” button 5. Use a stylus: Sign full name 6. Type “Name” and “Title” as you’d like it to appear under your signature 7. Click “Save Signature” 8. Click “Update My Account” To add student signature(s) to a note, form or reports:
1. Click light blue "Add signature" button 2. Click blue "E-sign" button that appears 3. Click "Used Saved Signature" 4. Click "Accept Signature" 5. If another student needs to sign, click "Submit," select the student's name, and click "Submit" 6. The document will appear on their todo list so that they can add their signatures as well 7. They will follow steps 1-4 To add supervisor signature to a note, form or report 1. Click blue "E-sign" button 2. Click "Used Saved Signature" 3. Click "Accept Signature" 4. Once signed by the “Supervising Therapist” and saved, the item becomes an official document 5. Once it's official, DO NOT submit to any other students or supervisors; only click “Save” after signing. Only Supervising Therapists can edit official documents; other therapists can only view. Important things to note: Students should only sign once given approval by supervisor. Once signed by the “Supervising Therapist” and saved, the item becomes an official document. Once official, DO NOT submit to any other students or supervisors; only click “Save” after signing. Only Supervising Therapists can edit official documents; other therapists can only view. Students
1. Start note, fill it out & submit to your supervisor as normal 2. Do not click the “Track Changes” button when filling out the note for the first time 3. When the note is submitted back to you as a bold todo item, click “Edit” to open 4. Click the blue “Track Changes” button at the top of the note - if you do not click this button, you will not be able to see any of the comments & changes your supervisor made 5. Review the ledger on the left-hand side to see all your supervisor’s comments 6. Click “More” to open each comment 7. Click the blue “Show” button
Important things to note:
Supervisors
Important things to note:
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AuthorWrite something about yourself. No need to be fancy, just an overview. Archives
September 2021
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