Courses

  • 1

    Getting Started

    • Welcome to ClinicNote

    • How to use this course

    • Signing in

    • Initial login steps

    • HIPAA Compliance

    • Support
  • 2

    Customizing the Dashboard (Clinical Administrators only)

    • Start Here!

    • Admin Panel Overview

    • Users & Permissions tab

    • Schedule tab

    • Facility tab

    • Portal tab

    • Billing tab
  • 3

    Using the Dashboard

    • Client List

    • Adding clients

    • Creating Client Portal Accounts

    • Schedule

    • Schedule Reports

    • Client Communication

    • Facility Files

    • Reporting

    • Student perspective
  • 4

    Documentation

    • Types of Documents

    • Creating, saving, and submitting

    • Document Templates

    • Editing and Commenting in Document Templates

    • Backups, signing, and deleting

    • Finding Documents & using Folders

    • Sharing Documents to the Portal
  • 5

    Legacy Documentation

    • Narrative Templates Overview

    • Editing and Commenting in Narrative Templates

    • SOAP Notes

    • Editing and Commenting in SOAP Notes

    • Progress Reports Overview
  • 6

    Tasks

    • Tasks
  • 7

    Goal Manager

    • Adding Goals & Marking them Met or Not Met

    • Archiving Goals
  • 8

    Linking Appointments, Documents and Charges

    • Linking Appointments, Documents, and Charges
  • 9

    Audiology

    • Hearing Aid Device Tracking

    • Hearing Aid Devices Report
  • 10

    Client Portal

    • Client Portal Overview - Client Perspective

    • Sharing Documents & Client Facing Forms

    • Portal Activity module

  • 11

    Client Waitlist

    • Client Waitlist
  • 12

    Billing

    • Billing Training