Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

EMR

Use the field below to search for existing ideas. Vote on ideas you like or agree with. If you have a new idea that hasn’t been submitted by anyone else, submit it. If you have many ideas, submit them separately.
  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

36 results found

  1. Sibling Icon

    Can we get an icon added to the icon ledger that indicates Siblings?
    There is a section in the clients profile but no indicator.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Client list with address and phone information report

    I have not been able to find this so I assume we do not have it on Sharenote. Instead of having to go to each client's file and write down their address, it would be great to be able to go into the client manager and be able to see our caseload (just the client's names) and then be able to run a report that allows a checkbox for address, phone number, etc.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. suicide risk report or sort

    The notation for suicide risk was added, but it would be useful to be able to run reports or sort by this in the client manager. There is much follow up that is required now in Georgia and sorting would be a useful and potentially life saving management tool.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Calendar/Scheduler

    Can staff be limited to only seeing their calendar or be given access to view another staff's calendar versus open access?

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. add new column to show clients in red for "Last seen days" --reflecting # of days since last note

    Hi, when looking at clients in client manager, is there any way to add a column for "BIRP note Last Seen (Days)" to only reflect the number of days that a BIRP note was last submitted? Right now the "Last seen" column it is also taking into account any assessments that have been done, so it is not giving us a good representation of how many days a client was last seen my their therapist/paraprofessional w/corresponding BIRP note. AKA if a BIRP note has not been submitted for the last 14 days, we want it to show up red even…

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Tracking progress of clients

    use the BIRP note to be able to pull a report that tracks client's progress toward treatment. We need these for grant

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Multiple Locations for Same Client

    I would love to have the ability to add clients with their clinical data (Treatment Plans and all items from file manager) including DAP notes to multiple locations. Specifically, my agency has more than 5 locations and sometimes clients need a record in more than 1 location. It has been extremely time depleting to have to create 2 and even 3 records for the same clients just to see said clients in multiple locations. Please help!

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Potential Clients

    Sharenote should look into adding a call center/referral center where the company can track calls, appointments, referral information and no show's for potential clients. Then if the client shows up for the appointments, they can be easily converted and the remaining demographic information can be entered. We are currently keeping this information for my company on a separate spreadsheet, however if we are able to track the calls and contact through Sharenote without having to make them a client, it would streamline our process.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Expand the width of the "Group" Box when Creating New Service Authorizations

    When creating a New Service Authorization in the Svc Authorization Manager, the Names of the "Groups" Box is TINY and makes it very difficult to distinguish the full and different Names of each Group. It would be greatly appreciated if the "Groups" box was the same size as the box below it, which lists the Service Codes, individually. When Naming a Group, since there will be multiple Service Codes included, the Group name may be longer than an Individual Service. Again, this would be Greatly Appreciated!!! Thank you!

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. show middle initial for duplicate names

    Where we have more than one client with the same name, i.e. Susan Smith, please allow us to see the middle initial when scrolling through names so we can choose the correct client. Also, the middle initial should be visible in the BIRP note section. Please & thank you!

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Service authorizations needs a new feature

    When updating an existing service authorization, in the service authorizations manager, include the box to be checked, that would update the clients services, in the clients services tab.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Drug Screen Results

    Add a tab under Health for Drug Screen Results to be documented

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. New E mail collection data fields.

    A data field to collect e mail addresses should be added to the parent/guardian and case worker/case manager section of a client detail page. This provider provides 95% of it's services to youth and adolescents therefore referrals come in from Schools, County agencies, parents, etc.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Required client profile field

    Some companies who does community behavioral health services in the State of Florida requires record ID numbers. To avoid missing or bypassing this information on the clients profile, can we make that a required option when creating client profiles.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. ELGIBILITY CHECK

    New changes are coming soon, as we are all aware of Humana being added to Healthy Louisiana list of MCOs. With that being said, they are planning to shift clients and families to other MCOs without providers knowing the changes that are being made. We cannot leave it up to the families to report these changes because many are not even aware that this is happening. We have asked our families and individuals that we are serving if they have received any correspondence about these changes, and they are saying no. To assist providers, it would be nice if Sharenote…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. diagnosis

    IT WOULD BE NICE TO HAVE THE DIAGNOSIS AUTOMATICALLY POPULATE IN THE DIAGNOSIS/PROBLEM FEILD AFTER IT HAS BEEN ENTERED ON THE PSYCHIATRIC EVALUATION OR BIO PSYCHOSOCIAL ASSESSMENT, AS OPPOSED TO MANUALLY ENTERING IT FOR EVERY CLIENT.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Putt phone number underneath client name

    add phone number under client Profile name so its viewable and no scrolling

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Managing appointments

    Is there a way to keep records of the clients that made appoiintments versus the clients who kept the appointments?

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Authorization

    I feel that a tremendous feature to add would be providers being directly alerted within Sharenote when an authorization expires (or perhaps is about to expire). This would save providers, administrators, and any other users a great deal of frustration, lost treatment time, and effort. Thank you!

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. start dates

    allow us to select multiple programs and program start dates and details specific for that program for clients.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1
  • Don't see your idea?

Feedback and Knowledge Base