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187 results found

  1. 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

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  2. 2 votes

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  3. 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

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    1 comment  ·  Reporting  ·  Admin →
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  4. start dates

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

    2 votes

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  5. Print Notes in Chronological Order

    When using the PRINT SELECTED NOTES REPORT from the Note Center, there should be an option to print them in chronological order, oldest to newest. We are going through a DCH review and they are requesting that they be in chronological order instead of newest oldest.

    4 votes

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  6. 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

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  7. calendar to add next appointment from Intake Assessment

    At the end of the Intake Assessment, we have the ability to add the next appointment, but it does not add it to the ShareNote calendar. We have to manually add it ourselves. Is there a way to make this automatically go to the ShareNote calendar the same way it does with a BIRP note indicating the next appointment?

    7 votes

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    0 comments  ·  Scheduling  ·  Admin →
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  8. SMART Goals

    Please add SMART Goals to tx plan.

    5 votes

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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

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    0 comments  ·  Reporting  ·  Admin →
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  10. 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

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  11. Qualitative Service Review

    kindly consider adding the following fields to the Qualitative Service Review form. The items listed below are required by CARF for Quality Record Management.

    1)Date of Admission

    2)Information about the individual's personal representative payee, if any of these have been appointed, including the name, address, and telephone number

    3)Emergency Contact information including name, address, and telephone number

    4)The person coordinating the services of the person served

    5) The location of any other records

    6) PCP information

    7) Healthcare reimbursement information.

    Thanks

    5 votes

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  12. treatment plan

    Please have Sharenote auto populate entered information across documents/tabs. There is a lot of duplicate work. Treatment plan goals are entered twice 1) in the Master treatment plan assessment doc and 2) in the client goals tab which populates to the progress note. It would be more efficient if the Master Treatment plan assessment document goals and objectives could populate directly to the client goals and progress note eliminating duplicate work for clinicians.

    The client diagnosis is the same way. A clinician has to enter the diagnostic assessment document located under the assessment tab and then again under the diagnosis/problems…

    17 votes

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  13. 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

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  14. Monthly Tx Plan Report

    I am an Office Manager and we are in need of running a report that would generate a table of each client's Treatment Plan Goals that would be expiring for each month. In the table, we suggest that the report has the expiration date of each of the client's goals for each month that's needed in order to thoroughly organize and update each client's goals as needed.

    2 votes

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  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

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    0 comments  ·  Reporting  ·  Admin →
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  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

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    0 comments  ·  Reporting  ·  Admin →
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  17. 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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  18. Report by Service

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

    1 vote

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  19. 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

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  20. 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

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    1 comment  ·  Reporting  ·  Admin →
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