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193 results found

  1. nonbillable notes

    Currently, in BIRP notes, we must select treatment plan goal, objective, and intervention when doing a nonbillable note even though the note is not working toward a goal etc as it is nonbillable. This extra step adds time to the creation of nonbillable notes and makes staff reluctant to do them to track noncompliance etc. Please move the "nonbillable note ?" box to above the treatment plan goal etc. area and then make this part not a requirement for those types of notes.

    1 vote

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  2. Co-signing

    When co-signing a note, a different attestation is needed as the current general attestation starts by saying the note is "truthful, accurate" which is something only the person who conducted the session can attest to. Supervisors are required to sign notes as part of supervision but cannot, legally, be required to say the note is truthful and accurate as they did not conduct the session. This language has caused issues as supervisors do not want to sign notes and be held liable if the note later is identified as fraudulent. Therefore, I request that a different attestation be available when…

    1 vote

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  3. Client Verification

    Adding Client Verifications to the system. When treatment plan is about to expire, when clients drivers licnese/ID will expire, yearly insurance card update, etc.. a way to make sure all clients have up to date information on their year of enrollment each year.

    1 vote

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  4. Notes/ Treatment Plan

    I would like for the staff to not be able to submit a note if the treatment plan is expired not just the goals but the whole Treatment plan, currently you can still enter notes if the treatment plan goals are expired.

    2 votes

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  5. Authorization Report

    Client Authorization Report to include if client has authorization outside of "ENDING DATES"

    1 vote

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    1 comment  ·  Client Management  ·  Admin →
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  6. Scheduling

    Allow only appropriate visit types to be displayed for a specific program when scheduling an appointment for a patient. Currently, when we select a program, all visit types are shown as options, even though only certain visit types match specific programs (e.g., selecting the MH program to only show visit types relevant to MH appointments).

    1 vote

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  7. create personalized assessment template

    I wanted to know if a feature could be added to create your own agency template for assessments or update current templates. Previously docs@sharenote.com was going to be able to quote me a price on creating a biopsychosocial assessment for us, but we never got to connect on it. As assessment practices evolve over time, it would be really important to update the templates to keep up with evolving assessment practices.

    1 vote

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  8. Note Print function from Note Center

    I was wondering if programing could be put in place as a toggle to print multiple notes, each note to a separate PDF document versus printing "all checked notes" in one PDF document so that we have separate PDFs of each client note to upload to other charting locations when needed.

    1 vote

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  9. reporting

    Client notification/reports be sent to assigned staff (not globally) and administrators at the 30day / 25% mark and 15day / 10% mark.

    1 vote

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  10. Claims deletions/voids

    Is there a way to delete a claim that has already been billed out of sharenote so that when the payment comes in from the insurance we know we need to refund that money? I no we could mark it a no bill but if we could void or delete the claim- while still showing the original amount billed so we know what needs to be refunded to the insurance company and what we just need to adjust.

    1 vote

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  11. Feature Reques: Ability to copy file structure

    All of our clients are created with the same file structure, i.e. folders and file names. To eliminate typos and save time, it would be a nice feature to have the ability in General Documents to copy an existing file structure to create the file structure for new clients.

    1 vote

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    0 comments  ·  General  ·  Admin →
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  12. url

    Add URL on top of paper statements that clients can enter with invoice number to pay amount due.

    0 votes

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  13. Notes should be printed in chronological order rather than newest first.

    Printing notes, most recent first, makes it difficult for an audit or review of progress. It makes no sense to have to print notes, put in chronological order and then scan to send for audit or review. You can select to put notes in the correct order in the note center, however, it will not print in the order selected.

    3 votes

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  14. authorization report

    May we add the Insurance Payer Name/Funding Source when making an Authorization Report? As of now, it does not include that important information.

    2 votes

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    0 comments  ·  General  ·  Admin →
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  15. 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

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  16. audit mode

    When switching to audit mode, the system makes you logout of your account and back in. The same process must be done once you are done with the audit mode and want to go back into the regular mode. This process can be daunting when doing certain tasks. If a Audit Mode toggle button can be added to the top of the pages beside Global note view or Global Client view so that anyone with the admin function can easily toggle back and forth, that would be great.

    2 votes

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  17. Note Preferences

    The option to print in chronological order. Notes will sort in chronological order to review online, but will not print in chronological order. The system converts back to most recent first. This presents an issue for medical review. All notes must be printed, sorted in chronological order and then scanned. This is a waste of paper and time for a programming issue.

    1 vote

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  18. Note Denial

    Sharenote needs to notify you when a note is denied and tell you why that note is denied so it can be fixed. Sharenote also needs to allow people other than Admin to filter the notes by which one is denied because if not we have to go by every single one to check.

    1 vote

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  19. Settings

    There should be an option for Sharenote to send out automatic "Happy Birthday" alerts to our clients to let them know that they are important and that each company appreciate their services.

    1 vote

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  20. 2 votes

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