EMR
36 results found
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deactivate
Under Client Manager, there is a "discharge" button in red off to the right. Could it be changed to clarify and change the button to "deactivate"? Instead of discharge it will clear confusion from the actual discharging of the client's record. It was explained to me by Tammey that it makes the client's file inactive, not actually discharged.
2 votes -
Can we add some entries to the drop down list in the client ledger. I need in the payment drop down to add Insurance allowed amount, and ins
Can we add some entries to the drop down list in the client ledger. I need in the payment drop down to add Insurance allowed amount, and insurance paid amount, Insurance discount and to be able to print the invoice to send to clients for payment.
2 votes -
Uploads of Documents in Clients File
Before we were able to upload several files with different labels and different descriptions. I would love if share note can add
that feature aging it would make uploading documents easier .2 votes -
Add services to multiple clients at once.
Currently if I add a new service to the Service Manager, there is no way for me to apply that service to all of the clients which forces me to have to add them to each client, one by one. I can add them to the service manager, but it does not apply the service changes to the client on the fly.
2 votes -
Preferred Name/Alias
Patients with a preferred name or nickname other than their legal name to display on their charts without having to go through patient details
1 vote -
Emergency Contact Information
Sharenote should add a way to update/edit phone numbers for contacts without having to delete the name and relationship. You currently have to type the information in prior to deleting the old information.
1 vote -
Deactivating Clients
Can you make it so we can select multiple clients at once and deactivate at the same time vs one by one.
1 vote -
Reporting
Can a pie chart be created for the Reports Manager tool? For ex, if I want to see how many clients we have with a specific diagnosis, I would like to see a snap shot of the total amount in addition to report list it currently generates.
1 vote -
Alert
When a client's profile is first opened, an alert can come up that will alert staff of emergent info (such as billing--they owe money or their insurance is inactive, they may only see one particular provider, they've just been discharged from an inpatient setting). Basically, info of utmost importance that should be considered before proceeding.
1 vote -
Add the client's Pediatrician or PCP address, telephone and fax to the client details for coordination of care.
Add the client's Pediatrician or PCP address, telephone and fax to the client details for coordination of care. MCO requires that each provider provides the client's PCP/Pediatrician with an initial dx, assessment and psych evaluation to meet the integrated care/coordination of care requirement. This section could be placed either before or after the pharmacy information section. Currently, we are attempting to be a paperless facility but we must keep a form with the information or continue to go to file manager for the HIPPA form. This was allow quick assess for providers.
1 vote -
Add Parent/Guardian information to initial screen when inputting a new client.
Add Parent/Guardian information to initial screen when inputting a new client.
1 vote -
inactive clients included in "jump to client" drop down menu
Add a check box (or something) that allows inactive clients to be accessed from the "Jump to Client" drop down menu instead of having to all the way back to client manager and click on "show inactive" every time.
1 vote -
would like for agency specific service codes in drop down, as suppose to all codes that are not related to our agency
would like for agency specific service codes in drop down, as suppose to all codes that are not related to our agency
1 vote -
New client entry
I'm so sorry, I HATE the new menu for adding a new client. Why is everything so huge?! The fields and drop-downs could have at least been kept in the same order with such a drastic visual change.
Also, "Gender" doesn't work when adding a new client. It shows as blank after saving but when I click to edit, the gender I initially chose is visible. But again, after saving, the line is blank.
And when is the default Medicaid expiration of "12/01/2020" going to be updated? That date was almost a year ago.
1 vote -
Staff should only be able to access assigned clients. Currently, staff can view all clients on their team which violates HIPAA.
Team Managers has full access to clients; however, the staff should not. Staff should only be able to access and create notes for assigned clients. It's important to protect clients information and medical records. Allowing access to all staff members violates confidentiality and HIPAA laws.
1 vote -
1 vote
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