Initial Login Instructions

5/23/2019

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:

2. Click: https://dashboard.clinicnote.com/Home/SignIn

Change your password
1. Click “Settings” in the top right corner of the screen
2. Click “My Account”
3. Enter new password

Must be 8-32 characters, including alpha and numeric characters

4. Click “Update My Account”

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”

Return to Support Page

Add Student & Supervisor Signatures

5/23/2019

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.

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Note - Track Changes

5/10/2019

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

The area of the note that the comment addresses will become highlighted
Click “Accept” to receive the change & reflect it on the final note
Click “Reject” to disregard the change & not reflect it on the final note
Click “Undo” to cancel your “Accept” or “Reject” action
Click the blue “Show Highlight” button

Important things to note:

There are no “Accept” or “Reject” buttons for these comments because your supervisor did not type directly in the note but instead gave a general suggestion about that specific area of the note
Address the comment and click “Completed by Student”
If there is no “Show” or “Show Highlight” button for a comment, then it is addressing the note as a whole and is not tied to a specific area. Simply address the comment and click “Completed by Student”
If you have a question about a specific comment, click “Reply” to respond to your supervisor

Supervisors

Students will start, fill it out & submit notes to you as normal
When you receive the note as a bold todo item, click “Edit” to open
Click the blue “Track Changes” button at the top of the note to turn on Track Changes
A ledger will appear on the left-hand side with a running list of all the comments
There are three actions you can take when Track Changes is turned on:

Edit directly in the note
1. Type in a text box
2. A comment will automatically be created in the ledger showing the change you made
3. The text you typed & your comment in the ledger will appear in a specific color - the first user to make edits is assigned Green, the second is Blue, and the third is Red
4. When typing directly in the note, only write text you’d like to see reflected in the final note
5. To strike out words, hit the backspace button on your keyboard
Make a comment tied to a specific area of the note
1. Highlight the text you’d like to address in a comment
2. Right click to open a menu
3. Click “Comment”
4. A comment will automatically be created in the ledger with a pre-filled title of the words you highlighted
5. Type your comment
6. This comment will not be reflected directly in the note, but it is meant to give directions to the student about a specific area of the note
Make a comment about the note as a whole
1. Click “Add Comment” at the top of the ledger
2. Give your comment a title
3. Type your comment
4. This is not tied to a specific area of the note but is meant to be more general

Important things to note:

Students should NOT turn track changes on when they first create their note. They will turn it on when the note has been submitted back to them from their supervisor.
When the “Track Changes” button is dark blue, Track Changes is turned on and when the button is light blue, Track Changes is turned off.
Any changes you make in the note when Track Changes is turned off will be regular edits that do not create automatic comments in the ledger.
Once track changes has been utilized in a text block, it is "activated" in that text block regardless of if the track changes button is turned on or off.
In general, always turn Track Changes on whenever a note is submitted to you.
The comments are listed in the ledger in the order of the note (i.e. Subjective is at the top, Plan is at the bottom).
Submit the note back-and-forth between supervisor and student until it is ready to sign like normal.
For the PDF note to be accurate, all comments must be Accepted or Rejected.

Return to Support Page

Initial Login Instructions

Add Student & Supervisor Signatures

Note - Track Changes

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