Move to Note 3.0

Note 3.0 is a new app. It’s listed in the app stores as Note ABA 3.0 and replaces the older Note app, which no longer gets updates or fixes.

Your sessions, learners, care plans and data come with you, because they’re stored with your organization. Your sign-in doesn’t carry over: the first time you use Note 3.0, you create a new account with the same work email.

Before you switch

1. Open the older Note app while you’re online and let it finish syncing. Anything it hasn’t sent yet exists only on that device.
2. Submit any sessions that are ready to submit.
3. Keep the older app installed until you’ve checked that your recent sessions show up in Note 3.0.

Switch

1. Install Note ABA 3.0 on your device.

2. Open it and tap Create Account. Don’t tap Sign In yet, even though you had an account in the older app.

3. Enter your work email: the address your organization has on your provider record. Choose a new password.

   Rather not use a password? Choose Google, Microsoft or Apple, and pick the account that uses the same work email.

4. Note says Check your email. Open the email we sent you and tap the link inside. Can’t find it? Check Junk or Spam.

5. Come back to Note and tap Sign In with the same email.

6. Set your PIN. Note downloads your organization’s data. See Sign in and set your PIN.

You don’t need an invite link, a “Welcome to Note” email or a code. Your work email is enough.

If something goes wrong

My old password doesn’t work

That’s expected. The older app’s sign-in doesn’t carry over to Note 3.0. Tap Create Account and make a new account with the same work email.

“Something went wrong” when I create my account

You already have a Note 3.0 account with that email, maybe from an earlier try. Tap Sign In instead. If you don’t remember the password, tap Forgot your password? on the sign-in page.

The email link opened a web page instead of Note

That’s expected. The link verifies your email in your browser. Whatever the page says, including Access Pending, close this tab or a message about an organization assignment, you can close it. Go back to Note and tap Sign In.

If the page says the link is invalid or already used, you may have verified already. Try Sign In first. If Note still says your email isn’t verified, ask for a new link.

I tapped “Forgot your password?” and no email came

You probably don’t have a Note 3.0 account yet. Password emails only go to accounts that exist, and your older app’s account doesn’t count. Tap Create Account instead.

If you signed up with Google, Microsoft or Apple, there’s no password to reset either. Use that same button to sign in.

I created an account, and now Create Account says “Something went wrong”

Your account already exists. Don’t create it again: tap Sign In.

Note says “Verify your email”

Your account exists, but its email isn’t verified yet. Open the email we sent you, tap the link, then come back and tap Sign In.

• Can’t find the email? Check Junk or Spam.
• Link expired? Links work for five days. Chorus support can send you a new one.

Note says “Verify your email to keep syncing”

Chorus now needs a verified email address to sync. Your work on this device is safe, and you don’t need to sign in again. Open the email we sent you, tap the link, then open Settings and tap Sync now.

If you sign in with Microsoft, there’s no email to open. Contact Chorus support to get your address confirmed, then tap Sync now.

Caution

Don’t sign out or delete Note to fix this. Signing out deletes anything on this device that hasn’t synced yet.

“No Chorus environment is associated with this account”

You signed in with an email your organization doesn’t have on file, often a personal address. Sign in with your work email instead. If you’re sure you used your work email, ask your office to check the email on your provider record.

If you used Google, Microsoft or Apple, check which account you picked. It must use your work email.

I signed up with Google, Microsoft or Apple and want to reset my password

There’s no Note password to reset. Sign in with the same button you used to sign up.

I got a “Welcome to Note” email or an invite link

Those are for the older app. In Note 3.0, tap Create Account instead.

My recent sessions aren’t in Note 3.0

They probably didn’t sync from the older app. Open the older app while online and let it sync, then tap Sync now in Note 3.0’s Settings.

I work for more than one organization

Create one account with your work email. After you sign in, Note asks which organization to open. To add another organization later, or switch between them, see Switch organizations.

Someone else already uses this tablet

Sign in with your own account. The accounts already on the device are put away, not deleted, and come back when that person signs in again. Don’t sign the other person out: that deletes anything of theirs that hasn’t synced.

For office admins: moving your staff to Note 3.0

Most sign-in problems during a move are the same few. Check these before staff start, and the move goes faster.

1. Check every provider’s email in Chorus. It must be the email they’ll sign in with: their work email, spelled exactly right, on one active contact only. A personal address or a typo signs in and then finds nothing.
2. Tell staff to tap Create Account, not Sign In, the first time, even though they had an account in the older app. Send them this page.
3. Tell staff the verification email may land in Junk or Spam, from no_reply@chorus.cloud. If your organization filters email, ask IT to allow that address.
4. Use the same sign-in method every time. Someone who signed up with Google must keep using Google. Forgot password won’t help them.
5. Don’t use the “Invite to Note” button in Chorus or forward “Welcome to Note” emails. Those are for the older app.
6. On agency devices, make sure web filters allow auth.chorus.cloud and app.chorus.cloud. Desktop installs on managed computers may need IT. See Install Note on managed computers.
7. Before staff switch, have them sync and submit in the older app. Don’t let anyone sign out or delete either app until their recent sessions show in Note 3.0.

If several providers are stuck, send us one email with the list: each provider’s sign-in email and what they see. That’s faster than a separate request for each person.

Still stuck?

Email help@chorus.cloud. Include:

• the email you’re signing in with,
• your device and the Note version (shown at the bottom of the welcome screen), and
• a screenshot of the message you see.