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Forgotten Password
From Main Dashboard 1. Click "Forgot Your Password?" located underneath "Sign In" on the sign in page 2. Type in your username 3. Click "Send Reset Email" 4. You will receive an email from "info" with the subject "A New Password Has Been Requested" (Make sure to check "all mail/spam/social folders" if you don't see it.) 5. Click the link provided in the email 6. Enter your username and type in a new password 7. Click "Set Password" and Sign In 8. You will be signed into ClinicNote and your new password will be saved Please note - If you type an incorrect password 4 times, you will receive the following message: "Your account has been locked. You will need to reset your password to unlock your account." Locked Out from Forgotten Password From Login Screen 1. Type in your username 2. Click "Send Reset Email" 3. You will receive an email from "info" with the subject "A New Password Has Been Requested" (Make sure to check "all mail/spam/social folders" if you don't see it.) 4. Click the link provided in the email 5. Enter your username and type in a new password 6. Click "Set Password" and Sign In 7. You will be signed into ClinicNote and your new password will be saved Remove Goal from Note due to not targeting it (but continue automatically populating the goal on the next note)
Mark Goal "Met" or "Not Met" from New Note
Mark Goal "Met" or "Not Met" from Main Dashboard
Important things to note: Unchecked goals do not appear in the Objective section, Assessment section, and the Goal section on the final PDF note Met/not met goals will stop populating on Notes with session dates after the date met/not met. If the met/not met date is the same as the session date of the note, the goal will remain on the note. Met/not met goals still appear in Reports if the goal was targeted some time between the "Start" and "End" dates of the Report. Saving Your Progress
From Notes, Forms, and Reports 1. Click green "Save Note," "Save Form," or "Save Report" button in the bottom right-hand corner of the page 2. To resume working, click the check box next to your item on the todo list 3. Click "Edit" To Save and Submit to Supervisor or Student 1. Click green "Submit" button in the bottom right-hand corner of the page 2. Click the checkbox next to the person you are submitting to 3. Click "Submit" To Save and Send to the Billing Module Document must have 1) CPT code and 2) Official signature in order to send to the billing module. 1. Click "Add New CPT Code" 2. Select the CPT code from the drop down menu 3. Supervising therapist sign the item making it official 3. Click the gold "Save & Create/Update Claim" button To Save as an Official Document * An item becomes an official document once the Supervising Therapist signs it. * Once it's official, only the Supervising Therapist can make edits to it and other therapists can only view it. Supervising Therapists: DO NOT submit official documents to another therapist; after signing, just click "Save." The item will drop off your todo list. Important things to note: Clicking "Submit" will automatically save your item and create a bold todo item for the person you submitted the document to. Once submitted, the item will drop off your todo list. Documents that appear on your todo list in bold have been submitted to you from another therapist for review. Students and supervisors can submit back and forth as many times as necessary. After clicking "Save & Create/Update Claim" the CPT code will become a line item in the Billing module. For PDF notes to be accurate, ALL track changes comments must be ACCEPTED or Rejected before the Supervising Therapist signs; only accepted comments will appear in the PDF. From Main Dashboard
1. Click "Forms" 2. Click template name 3. Click client name 4. Click green "Add a Goal" button 5. Select each goal you would like to insert into the form one-by-one 5. To add a new goal, click "New Goal" in the drop down menu 6. Type the goal 7. Click "Save Goal" Important things to note: When creating a new short-term goal, you can select a parent (long-term) goal to associate it with. When creating a new goal, you can create a data tracker for the goal. If you would like to remove any goals from the form, click the red X to remove the goal from the form, but still keep the goal for the client. To format: There are two rows of buttons at the top of Reports. These formatting tools work similar to Word documents and include options like: bold, underline, italics, special character, spacing, font type, font size, etc. You can either highlight the text you'd like to format and then click the formatting button or click the formatting button first and then type in the report. To Undo or Redo: Click the green arrow buttons.  You can also use the following keyboard shortcuts in reports: Press: "CTRL" + "C" to COPY Press: "CTRL" + "X" to CUT Press: "CTRL" + "V" to PASTE Press: "CTRL" + "Z" to UNDO Press: "CTRL" + "Y" to REVERSE your last undo Press: "CTRL" + "A" to highlight ALL text To add headers, footers, or page numbers: Click the header, footer or page number tab at the top of the report. Type in the textbox. Select how you want the text aligned (right, center or left). To add a table: Click here to learn how to add a table. 1. Click "Reports"
2. Click "Generate a Report" 3. Click client name 4. Under "Summarize Sessions Between" select the Start date and End date for the range of time you would like to pull daily notes from 5. Select your report template from the drop down menu 6. Click "Generate" Important things to note: The report pulls the Long Term goals, Short term goals, comments, and data fields from all notes created within the parameter you set. If your report template isn't currently pulling from daily notes and you would like it to, please email us and we will edit your template so the information will automatically populate. Delete only if an item is created in error. Items cannot be retrieved after deletion. Patient records must be stored for up to 18 years after creation, so please be careful when deleting documents. Students: If you created an item in error and would like to delete it, contact your supervisor. You most likely do not have access to the "Delete" button. Make sure you relay the following information:
Supervisors may be restricted to specific patients, so they they might have to relay this information to the Clinical Administrator who can always delete an item. To delete: 1. Click View Client List 2. Find the item you wish to delete based upon the above information 5. Click the red "Delete" button next to the item you would like to delete Important: Once something is deleted, we cannot retrieve it. *After saving a note, form, or report one time, the 'Show History/Comments" button will appear when the item is reopened to edit.*
History Tab Lists initials, date and time of each person who has created, viewed, or edited the item. If you see initials that you don't recognize, the user viewing the item was probably the Help Desk. The ClinicNote team creates a Help Desk user for each clinic so that we can log in and help with any questions or issues that occur. The initials of the Help Desk is the first letter of your clinic name and "D" for desk, i.e. ClinicNote University would be "C.D." for ClinicNote Help Desk. Comments Tab The comments tab is the same as Track Changes. To learn more about making comments using Track Changes, please watch the video titled "Track Changes" under the Notes section on the Support Page. Notes & Forms
Spell check in notes and forms is controlled by the browser being used (preferably Chrome). To enable spellcheck 1. Click 3 vertical dots in upper right hand corner of Google Chrome 2. Click Settings 3. Click Advanced 4. Click spell check 5. Click to enable toggle button Reports Automatic spell check is available in reports. To enable spellcheck: 1. Click the ABC icon on the top button bar 2. Click "Enable SCAYT" Important things to note: You can change your spellcheck settings by clicking the ABC icon again after spellcheck is enabled Print Note
1. Open Client List 2. Click Notes, View Notes 3. Click the check box next to the notes you would like to print 4. Click the blue Download/Print Selected Items button 5. A new tab will open with a PDF version of the note 6. Click the printer icon or Control + P to print You can also view a PDF version of your note at any point while working on it. Click the light blue View PDF button to open a new tab with a PDF version to print. This does not save your note. You still must click Save Note. Print Form 1. Open Client List 2. Click Forms 3. Click the check box next to the forms you would like to print 4. Click the blue Download/Print Selected Items button 5. A new tab will open with a PDF version of the note 6. Click the printer icon or Control + P to print You can also click the light blue PDF button to open a new tab with the PDF version to print. Print Report 1. Open Client List 2. Click Reports, View Reports 3. Click the check box next to the reports you would like to print 4. Click the blue Download/Print Selected Items button 5. A new tab will open with a PDF version of the report 6. Click the printer icon or Control + P to print Return to Support page. |
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September 2021
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