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13 results found

  1. Adding more fields to Staff Detail Page

    Can you kindly add (Professional License Number, CAQH Number and Medicaid Number) to staff Detail Page. Thanks!

    4 votes

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  2. Staff Contact List

    Hello is there a way for us to have a feature in sharenote where we can generate a staff phone contact list for all to see? So if a staff member need to call another staff member they can retrieve their contact number from a sharenote list.

    4 votes

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  3. File manager

    Can we add a way for Providers to be able to choose which staff are able to upload to the File manager? Currently every access level can upload to the file manager.

    3 votes

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  4. Staff Intelligence Report - One Report with Staff & Percentage of Clients Seen

    Hello! Can we please be have one report that lists every active staff member along with their Percentage of Clients seen? I need to run this weekly and it takes a lot of time to go through each staff member profile for 80+ staff.

    2 votes

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  5. Staff profile

    On the staff profile under staff plan notes can start time & end times be added. Example refer of start and end on client progress notes.

    2 votes

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  6. Automatic locking of notes

    I would like to propose adding a feature for administrators to be able to set an automatic scheduled lock for all of their staff notes to be locked by ShareNote. This would save time for managers/executives of going in every week to lock notes for their assigned staff.

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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  7. Mileage

    Implementation of a mileage feature where Users can input their "Start Destination" and "Ending Destination" while out in the field, and total distance will auto populate, and in turn, calculate mileage reimbursement; that way, Users aren't having to use a separate platform (and Admin) isn't having to pay for a separate platform to track mileage.

    Admin could input what the calculation formula would be, and the ShareNote GPS tracking feature would automatically calculate distance and valuation of reimbursement. It would just need to be approved by Admin prior to payout.

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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  8. staff services

    I would like to be able to search staff services like I can client services instead of having to go through the entire list to determine if one service is not check.

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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  9. when inactiving a staff to have case load removed

    When, placing a staff to the inactive list, we have to manually go into caseload and remove them. Is there a way when a staff is moved to inactive to have the caseload removed as well at the same time. When going from Active to Inactive ? Saves staff time and energy for this to be automation. Cheryl M.

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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  10. Viewing employee profile edits

    Can we get the feature added to view who edits the employee profile? We have employees who unlocks their days manually to submit late notes through their profile that doesn't have permission and we can't figure out who it is.

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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  11. Supervision tab under File Manager

    It would be great if we had a Supervision tab to upload just supervision documents (under file manager) here for staff seeking licensure. They are supervised monthly and these notes can get overwhelming to keep up with. These documents should be separate from HR documents.

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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  12. certification

    Go BACK to limiting the ability to add certifications and changes expiration dates in the staff profile to admin only. Just found out that feature has been eliminated and no telling how many of our mandatory certificate dates are expired due to the staff being able to change it.

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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  13. Supervision

    Easier to add counselors to supervisors

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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