This article covers how to take a shift note for a sober living, residential care staff, or tech staff in an inpatient facility.

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1. Navigate to the Calendar

2. Make sure you are viewing the correct date, the current day will be highlighted with light blue

3. Select the desired event

4. Click start encounter on the desired event, all residential program clients will be auto-added on the note

5. Add any group-level notes

6. Click on Expand All Forms to open all individual notes

7. Add any desired individual notes for each client

8. You can add additional client via the search box or by program or clinic team

9. Clients can be listed as absent or have their attendance time edited

10. Click on Send Forms to Client Charts, doing this will lock the group observations

11. Click on Continue

12. Group observations are now locked, but can be edited in each individual clients chart

13. Click on Apply Signature to All Clients to sign for all clients

14. Enter your Signature PIN and click on Sign, this will complete the note (unless you require a supervisor approval signature)