DOCUMENTATION

From first login to BHO Export.

Everything you need to get the most out of KeyNotes. New users start with Getting Started — experienced admins jump straight to advanced workflows. Search across all docs is at the top.

01 · Getting Started

From zero to your first note.

New to KeyNotes? Start here. Account setup, your first login, adding users, and the workflows you'll use in your first week.

  • First-login walkthrough
  • Agency profile & user setup
  • Roles & permissions
  • Initial configuration checklist
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02 · Clinical Workflows

Notes, plans, and the work between.

Documentation for the work clinicians do every day — admissions, treatment planning, progress notes, group sessions, discharge.

  • Patient intake & admissions
  • Treatment plans & goals
  • Progress & group notes
  • Discharge & aftercare
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03 · Billing & Accounting

Charges, payments, and the reports that pay the bills.

Reference for the accounting suite — patient ledgers, electronic billing, statement generation, payment posting, and reporting.

  • Patient ledger & charge entry
  • Electronic billing & EDI
  • Statements & collections
  • Financial reports
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