Setting up your Profile

Your profile controls your personal settings in QuickerNotes, including your signature, undocumented visit tracking, and Mindbody-linked information.

Email Address: This comes directly from your Mindbody staff profile. Updating it here updates it in Mindbody as well.

For more on credentials, see: QuickerNotes Credentials

Choose whether the insurance/billing codes panel appears by default on progress notes.

You can use either your default Mindbody name or a handwritten signature, plus optional custom signature text (e.g., NPI, credentials).
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For more, see: Signature Settings

Turn this on to receive reminders for completed Mindbody appointments that do not have a signed SOAP note. You can also choose which visit types to ignore.

Use Start Tracking From to choose your start date. Tracking is limited to a rolling 90-day window, even if you selected an earlier date. Visits more than 90 days old are not included in the unfinished notes list, even if their notes are unfinished.

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For more, see: Undocumented Visit Tracking
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Note: Staff will only appear on the Dashboard once they’ve enabled Undocumented Visit Tracking in their own profile.

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