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17 results found

  1. Please add last assessment date and laspe authorization date to the client general information report to help with our audit process.

    Please add last assessment date and lapse authorization date to the client general information report to help with our audit process.

    11 votes
    1 comment  ·  Reporting  ·  Admin →
    How important is this to you?

  2. Create reports for individual clients.

    Create reports for individual clients. Specifically to track authorizations for a client who are in more than one location.

    7 votes
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  3. Tracking caseload for specific staff under report manager.

    Tracking caseload for specific staff under report manager. Add Last day of service for each client.

    5 votes
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  4. Client Progress Report

    Instead of clicking each client to review the progress, create a report that shows the number 0-5, to review the data to enter into a company's Total Quality Management Programs. This would save time, by just creating a report for all clients instead of clicking each one, then writing down the data numbers, to show the State office.

    5 votes
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  5. demographics report

    I am working on a CARF survey that ask for ages break down such as 0-5 (Children) 06-17 (Adolescent)there is no such report in the system so this has to be done manually. Hopefully you guys could come up with the demographic report that give you each break down,
    Race/Ethnicity
    Gender
    Age

    4 votes
    1 comment  ·  Reporting  ·  Admin →
    How important is this to you?

  6. Reporting

    Would you please create an all claims report which includes all claims submitted regardless of status. Currently we only have a Claim Denial report. It would be EXTREMELY HELPFUL to have a report that includes paid, denied, assigned, ebill sent, all in one report that we could filter in excel. Additionally please add a field that includes the rendering provider. The current Claim Denial report is not as effective currently because it doesn't link the claims to the provider and that is very important. Instead of just improving the Denial report, creating a report that include all claims helps us…

    3 votes
    0 comments  ·  Reporting  ·  Admin →
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  7. Aging

    Need to offer a better Aging report with more specific search filters that include dates of services on spreadsheet. Other programs allow you to search by provider, payer, code, and export with dates of service which is critical to measure claims unpaid. This needs serious improvement.

    3 votes
    1 comment  ·  Reporting  ·  Admin →
    How important is this to you?

  8. Add diagnoses to general client info report

    I don't know where to put a diagnosis for it to come up in the general info client report. Currently, it does not. I also need to be able to run reports on primary and secondary diagnoses for DBHDD PMR reports every year.

    2 votes
    0 comments  ·  Reporting  ·  Admin →
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  9. Report from Calendar to show when an appointment was input into the calendar

    DBHDD requires a yearly report that indicates when an appointment is scheduled. Sharenote does not indicate when an appointment is input into the calendar, so the only way to know when an appointment was actually scheduled is to input that into the contact log. This creates double work, as counselors have to put the appointment in the contact log AND in the calendar.

    2 votes
    0 comments  ·  Reporting  ·  Admin →
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  10. Report

    Productivity reports based on staff teams.

    2 votes
    0 comments  ·  Reporting  ·  Admin →
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  11. staff activity

    Staff activity reports should have total billed for staff and overall for period pulled when pulling BIRP notes.
    This is already being done for Universal notes.

    1 vote
    1 comment  ·  Reporting  ·  Admin →
    How important is this to you?

  12. report on other section of discharge summary

    Ability to run report on the other section of the discharge summary

    1 vote
    0 comments  ·  Reporting  ·  Admin →
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  13. Excel reports

    Please have the Assessment reports generate the same information as the BIRP notes when exporting reports to Excel.

    1 vote
    0 comments  ·  Reporting  ·  Admin →
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  14. Goals Report: Adding the Insurance Company

    When running the Goals Report, it would be helpful if the CMOs (insurance company) are also listed in the report and exportable to Excel.

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  15. certification

    I would like to choose a date range for expiring certifications. I don't need to see what is expiring 6 months from now.

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  16. Diagnosis report

    I would like to be able to run a report of client diagnoses. For example, I currently need a list of client diagnoses for clients served during a certain time frame. This is for a report that is required for GA DBHDD.

    1 vote
    0 comments  ·  Reporting  ·  Admin →
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  17. Report by Service

    Is it possible to add a feature that will allow reports to be pulled by a single service?

    1 vote
    0 comments  ·  Reporting  ·  Admin →
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