DOCUMENTATION · GETTING STARTED
From zero to your first note.
New to KeyNotes? Start here. This section covers first login, setting up your agency, adding users, and the workflows you’ll use in your first week.
The onboarding checklist.
Before we provision your KeyNotes account, we need a handful of things — agency info, users, funding sources, billing codes. The checklist is the comprehensive outline of everything to gather.
Print it, fill it in by hand, photocopy it for additional users or payers. Or work through it on a call with us. Either way, having it ready before kickoff saves days of back-and-forth.
What you'll gather
- Agency Information
- Key People
- Users · per staff member
- Funding Sources · per payer
- ICD Billing Codes
- Activity Codes & Groups
- Clinical & Billing Setup
Setting up your agency & users.
A short video walkthrough of the most common first-week tasks — configuring your agency profile and getting your team into KeyNotes.
This is the video we point new customers to right after kickoff. Watch it once before our first call and you'll be a step ahead.
