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187 results found

  1. Drug Screen Results

    Add a tab under Health for Drug Screen Results to be documented

    3 votes

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  2. Managing Service Authorizations

    Allow new service authorizations to be entered before the old service authorization expires.

    10 votes

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  3. Treatment Plan and Treatment Plan Review

    I would like for the system to generate a reminder or notification that the treatment plan and review must be completed before it allows for another note to be written on client past the requirement of 30 or 90 days

    26 votes

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  4. Service Codes

    Not allowing an assessments to be entered if there isn't an authorization available for the service rendered.

    15 votes

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  5. Viewing Tx Plan "complete and signed stauts" of clients without opening the document (as in Ax views)

    Is there a way to view all goals so it makes it possible to know tx plans that are signed or unsigned without having to open the document. We are able to view which Ax is marked complete and signed. Can this be done with the Tx plan/Goal screen for all clts ? Thank you !

    5 votes

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    0 comments  ·  General  ·  Admin →
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  6. Batch sign assessments

    Can you add a option to batch sign an assessment document like you can with BIRP notes?

    8 votes

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  7. ALERTS FOR SIGNATURE PROCESS

    PUT AN ALERT ON THE MAIN DASHBOARD LETTING US KNOW THE SIGNATURE PROCESS IS TOTALLY COMPLETE.

    8 votes

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    0 comments  ·  General  ·  Admin →
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  8. New E mail collection data fields.

    A data field to collect e mail addresses should be added to the parent/guardian and case worker/case manager section of a client detail page. This provider provides 95% of it's services to youth and adolescents therefore referrals come in from Schools, County agencies, parents, etc.

    3 votes

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  9. Message Center

    Is it possible to have CC and BCC added to the message center. When sending emails to staff I usually like to include the supervisor as well. When sending it in Sharenote it appears that I am sending the email to both individuals. Also, can we consider allowing graphics.

    11 votes

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    0 comments  ·  General  ·  Admin →
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  10. Payment Posting Feature for BIRP & Assessments

    Can you please add the billing/payroll action that allows amount paid, date paid, and comment all in one quick step? Can you add an option in Assessments to add any payment info? i.e., date paid, amount paid. It has the drop down to choose it but no where to enter the information. PS is it possible to be able to do the activity and the billing payroll all at the same time to make posting quicker?

    6 votes

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  11. Assessments

    We would like to add the ability for our LMHP to review and sign off electronically on the assessments that are entered directly in ShareNote. Currently, only the assessor, child and parent can sign the assessment electronically. Please advise. Thanks in advance.

    5 votes

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  12. 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

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    0 comments  ·  Reporting  ·  Admin →
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  13. Alert Center

    I am suggesting the alert center (from main menu) reflect upcoming expirations for next 30 days (instead of the next 3 days).

    3 votes

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  14. Show Medication in Notes

    If possible, please add medication to the diagnosis field on notes. This information is added under the health tab, we are needing it to be populated to the note.

    17 votes

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  15. Uploads of Documents in Clients File

    Before we were able to upload several files with different labels and different descriptions. I would love if share note can add
    that feature aging it would make uploading documents easier .

    2 votes

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  16. Client Ledger

    Set up the Client's Ledger in multiple columns which includes Insurance Responsibility, Insurance Payment, Client Responsibility and Client Payment.

    5 votes

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  17. Calendar

    The client audit log doesn't track activity on the calendar. We need to identify to created, modified, or deleted an appointment.

    5 votes

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    0 comments  ·  Scheduling  ·  Admin →
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  18. 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

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    0 comments  ·  Reporting  ·  Admin →
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  19. Add services to multiple clients at once.

    Currently if I add a new service to the Service Manager, there is no way for me to apply that service to all of the clients which forces me to have to add them to each client, one by one. I can add them to the service manager, but it does not apply the service changes to the client on the fly.

    2 votes

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  20. Need CoPay Amt off of the actual EOB when the 835 is transmitted

    Provider gets the copay off of the insurance cards but would like for any copay amounts unpaid or paid to come through from the 835 file.

    4 votes

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