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187 results found

  1. I would like to run a report on the String Comparison Report to ensure the notes are unique.

    I would like to run a report on the String Comparison Report to ensure the notes are unique.

    1 vote

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  2. Include submission date in the select multiple items in the single category in the note center.

    Also, include date of submission on the staff activity report. Thank you!

    1 vote

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  3. Fix edit code problem

    Should not have to uncheck the cap box on the authorization in order to change a code that is under the staff profile, client profile, and the authorization. when changing the code before we would just click edit change it and hit submit. This is causing a major problem with changing a code now. This is causing double work please fix

    1 vote

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  4. 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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  5. "Import Goals" Button

    Can an "import goals" button be generated to allow and automatic or custom selection of managed client goals, interventions and objectives to be imported into the TCM assessment (initial, annual) and the TCM service plans? ( or other assessment documents for that matter...) Currently clinician needs to retype, listed goals, objectives and interventions for each goal addressed in the assessment or service plan. This feature could reduce time spent on transcribing information that already exists, as well as avoid errors and duplication.

    2 votes

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  6. CANS/ANS

    I would like to see an input section for expiration date for CANS/ANS and have an alert pop up when we log in to let us know that it is time to renew.
    It'll help everyone stay on top of treatment plans in addition to the CANS/ANS required documentation.

    1 vote

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  7. Services Delivered Dropdown

    We would like to be able to remove some of the services delivered options. List manager allows us to add more services delivered but it does not let you remove the default ones. 85% of these are not applicable to our agency and can be confusing for staff. This creates inconsistency, is more time consuming, and lends to accidental selection creating additional work for the supervisor and billing department. Please allow us to edit/remove the defaults.

    1 vote

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  8. vitals

    Please add an option to populate vitals directly to Universal note. (example: nurse takes vitals and enters them on profile, when doctor goes to write note, the vitals can be chosen to be added to the note).

    1 vote

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  9. Having a Buttons to click forward and back on notes for the same client

    Is there a way to have two buttons if under the same clients notes or looking at notes in general to be able to view by clicking forward and back without exiting the whole note to enter another note as like with emails going to the next and backwards to view notes?

    1 vote

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  10. adoption

    Can the biopsychosocial assessment be updated to cover military history, foster care and adoption.

    1 vote

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  11. 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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  12. Supervision

    Easier to add counselors to supervisors

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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  13. 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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  14. 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

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    1 comment  ·  Reporting  ·  Admin →
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  15. drag appointments

    When you drag the appointment to a new time, the time is not resetting to the window where you dragged the appointment. It is typically several hours earlier than the original appointment. Being able to move appointments this way is needed.

    3 votes

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    0 comments  ·  Scheduling  ·  Admin →
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  16. assessment

    I am a reviewer, and I need to be able to give feedback on Assessments... the feedback is only available for regular BIRP notes, and we need review process to be extended to all forms in share note, especially assessment and Goal
    I am surprised the limitations on assessment forms have not made it to the link/ SN updates because several agencies have failed audits because if this.

    3 votes

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  17. Adding a general textbox to different Assessments (Crisis Plan particularly) labeled- Additional Notes (If Applicable)

    Sometimes Assessments that come standard in Sharenote are great and just what we need, however, sometimes they are missing 1 or 2 elements we really need organizationally. I would like to suggest adding a general textbox labeled: Additional Notes ( if applicable)- this allows different agencies an ability to have what they need which may not come standard with the document. It is a good resolve for everyone.

    1 vote

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  18. Expand the width of the "Group" Box when Creating New Service Authorizations

    When creating a New Service Authorization in the Svc Authorization Manager, the Names of the "Groups" Box is TINY and makes it very difficult to distinguish the full and different Names of each Group. It would be greatly appreciated if the "Groups" box was the same size as the box below it, which lists the Service Codes, individually. When Naming a Group, since there will be multiple Service Codes included, the Group name may be longer than an Individual Service. Again, this would be Greatly Appreciated!!! Thank you!

    3 votes

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  19. Reauthorization Summary Form (CANS/ANSA)

    In the Reauthorization Summary form, it would be helpful if there was a drop down for either the CANS or ANSA and once it is selected, the CANS or ANSA will populate into the form appropriately. This will be extremely useful for Medicaid reauthorizations and streamline the process for staff.

    1 vote

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  20. 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

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