Setting up your Profile

Your Information

Email Address: Your email is required for authorization within certain parts of the application. Changing your email here will update it in your Mindbody staff profile too.

Progress Note Settings

Insurance Codes Interface: Show the insurance codes interface on progress notes by default. If left unchecked the interface will be hidden by default.

Signature: By default, QuickerNotes will use the first and last name from your Mindbody staff profile to sign your completed progress notes. Alternatively, you may choose to save your written signature to your profile. Once your signature is saved, it will replace the simple text version of your name on finished progress notes. If you change your signature later, it will keep the old signature wherever it was used, but all new documents will apply the latest signature.

• To add your custom signature, go to the Profile menu of Settings and click the "Create Signature" button under the Progress Note Settings header.
• This will open a signature pad where you can use your finger, stylus, or mouse to draw your signature. Below the signature line, you have the option of clearing, saving or canceling the custom signature.

Custom Signature Text: Custom text can be added under a signature by clicking in the custom signature text box under the Custom signature header and adding content.

• When the text has been added, click out of the text box. The content will be saved and display under the written signature.

Undocumented Visit Tracking: QuickerNotes automatically keeps track of appointments and whether they have a signed progress note. If an appointment that is checked out "complete" in Mindbody but does not yet have a signed note, QuickerNotes will add a small bell icon in the top right of the page.

To enable the notification of complete appointments with unsigned SOAP notes, go to the Profile menu of Settings. Under the Undocumented Visit Tracking header, select the date to start tracking completed appointments that are missing SOAP notes.

• To filter out types of visits that do not produce a notification of completed appointments that are missing SOAP notes, click in the box that reads "Ignored visit types" and select the types of visits that do not require the SOAP notes.