Notes & Forms

Information about Note Templates in Billing

Billing / Notes & Forms View Notes & Forms in a Client’s Dashboard

To view clients’ clinical notes, you must first be connected to the client.

Once connected, clinical notes can be viewed from the  Dashboard and  Insights modules.

To access a client’s notes from the  Dashboard module:

  1. Navigate to the  Contacts module and select Clients
  2. Click the client’s name
  3. If the Notes & Forms widget is in the client’s Dashboard, click the form you want to view, or hover over the widget and click the Show/Hide More button to view more forms
  4. Or, click the Profile tab on the top left-hand side of the client’s Dashboard
    • Click Notes & Forms
    • Click the note to be redirected to view the form

Click here to learn how to connect employees to clients.

Click here to learn how to add widgets to My Dashboard.

Click here to learn how to view notes in the  Insights module.

Notes & Forms / Billing / Notes & Forms Share Clients’ Notes & Forms

To share clients’ notes & forms with another employee connected to the client:

  1. Navigate to the  Files module and select All Files
  2. Search for the file you want to share
    • Or, click the funnel icon to expand the left-hand side menu with Labels, Filters, and Templates
    • Click the Filters tab
    • Click  File Details
    • Click Choose  next to File Type and select Notes and Forms
  3. Click to enter a checkmark in the box  on the left of the files you want to share
  4. Click the  Share Selected button on top of the files grid
  5. Click  Specific Contact
  6. Enter the name of the employee you want to share the notes and forms with
  7. Click Share Files

Notes & Forms / Billing / Notes & Forms View Clients’ Notes & Forms in the Insights Module

To view a client’s clinical notes, you must be connected to the client.

Once connected, clinical notes can be viewed from the  Dashboard and  Insights modules.

In the  Insights module, clients’ notes assigned to timesheets can be viewed in bulk in the Service Audits report.

To generate a Service Audits report:

  1. Navigate to the  Insights module and select Report Home
  2. Click Client under Reports on the left-hand side and select Service Audits
  3. Click to enter the:
    • Report start date
    • Report end date
    • Client name
    • Employee name
    • Service code
  4. Click the search  icon to generate the report
  5. Notes will be included in the Clinical Notes column
  6. Click to be redirected to the  Files module to access the note

Click here to learn how to connect employees to clients.

Click here to learn how to view notes and in the client’s Dashboard.