Skip to main content

Next Steps: After License Purchase

Congratulations! You've successfully purchased your Noted license and unlocked the full platform capabilities. Now you can begin building your healthcare documentation system and onboarding your team.

Immediate Changes​

🔓 Full Dashboard Access​

Your navigation sidebar now includes all features:

  • ✅ Home - Dashboard overview with full statistics
  • ✅ Notes - Clinical documentation management
  • ✅ Nurses - Team member management and onboarding
  • ✅ Patients - Patient records and care coordination
  • ✅ Settings - Enhanced billing and account management

📊 Enhanced Dashboard​

Your dashboard home now displays comprehensive company statistics and full subscription cost breakdown with prorated billing calculations.

Your Onboarding Roadmap​

Phase 1: Team Setup (Week 1)​

Priority: Get your nurses onboarded

  1. Invite Nurses

    • Navigate to Nurses → User Management
    • Use the approval workflow for new nurse accounts
    • Set up multi-factor authentication requirements

  2. Configure User Roles

    • Assign appropriate permissions
    • Set up admin vs. nurse access levels
    • Review and approve pending nurse applications

Phase 2: Patient Management (Week 2)​

Priority: Build your patient database

  1. Create Patient Records

    • Navigate to Patients → Create Patient
    • Input comprehensive patient information
    • Set up initial care goals and services

  2. Assign Care Teams

    • Match nurses to appropriate patients
    • Configure care assignments and responsibilities
    • Set up patient-specific documentation requirements

Phase 3: Clinical Documentation (Week 3)​

Priority: Begin generating clinical notes

  1. Start Documentation Workflows

    • Navigate to Notes → Create Note
    • Explore AI-assisted note generation
    • Establish documentation standards and templates

  2. Train Your Team

    • Share nurse access credentials
    • Provide training on note creation workflows
    • Establish documentation quality standards

Key Features Now Available​

👥 User Management​

  • Nurse Onboarding: Streamlined approval process for new team members
  • Role Assignment: Admin vs. Nurse permissions with appropriate access controls
  • Profile Management: Individual account settings and password management
  • Team Oversight: Complete visibility into nurse assignments and activity

🏥 Patient Care Coordination​

  • Patient Records: Comprehensive patient information management
  • Care Planning: Goal setting, service planning, and care coordination
  • Nurse Assignments: Flexible assignment system for optimal care delivery
  • Patient History: Complete care timeline and documentation history

📝 Clinical Documentation​

  • AI-Assisted Notes: Intelligent note generation to improve documentation speed
  • Comprehensive Search: Find notes by patient, nurse, or date ranges
  • Documentation Standards: Ensure consistent, compliant clinical documentation
  • Audit Trails: Complete history of all documentation activities

🔒 Compliance & Security​

  • HIPAA Compliance: Built-in security controls and audit logging
  • Data Encryption: All patient data encrypted at rest and in transit
  • Access Controls: Role-based permissions and session management
  • Audit Logging: Comprehensive tracking of all system activities

Billing & Subscription Management​

Understanding Your Costs​

Your billing is now active with:

  • Base subscription: $300/month for up to 12 seats
  • Additional seats: $25/month for each nurse beyond 12
  • Prorated billing: New nurses added mid-cycle are charged proportionally
  • Transparent pricing: Real-time cost estimation in your dashboard

Managing Your Subscription​

Through the Settings page, you can:

  • View billing details: Customer ID, subscription status, billing cycles
  • Manage payment: Update credit card and billing information
  • Download invoices: For accounting and record-keeping
  • Monitor usage: Track seat utilization and costs

Admin Guide Transition​

Now that you have full platform access, you'll want to dive deeper into administrative capabilities. The Admin Guide section provides comprehensive documentation for:

  • Dashboard Overview: Understanding all dashboard components and metrics
  • User Management: Detailed nurse onboarding and management workflows
  • Patient Management: Complete patient lifecycle and care coordination
  • Note Management: Clinical documentation standards and AI-assisted workflows
  • Billing Settings: Advanced subscription and billing management

Support Resources​

Documentation​

  • Admin Guide: Comprehensive administrator documentation
  • Nurse Guide: Resources for your nursing team
  • API Documentation: For technical integrations
  • Security Guide: HIPAA compliance and data protection

Direct Access​

  • Website: notedfl.com
  • Support: Contact through the website

Quick Start Checklist​

Use this checklist to ensure you're making the most of your new platform:

  • Explore full navigation - Visit each section to understand capabilities
  • Review company settings - Ensure all company information is accurate
  • Plan nurse onboarding - Identify which team members to add first
  • Prepare patient data - Organize existing patient information for import
  • Set documentation standards - Establish note-taking guidelines for your team
  • Configure billing alerts - Set up notifications for subscription changes
  • Train key administrators - Ensure multiple team members understand the platform

Ready to Begin?​

Your Noted platform is now fully activated and ready for healthcare documentation. Start with the Admin Guide to dive deep into platform management, or begin adding your first team members through the Nurses section.

Welcome to streamlined healthcare documentation with Noted! 🎉