Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

EMR

Use the field below to search for existing ideas. Vote on ideas you like or agree with. If you have a new idea that hasn’t been submitted by anyone else, submit it. If you have many ideas, submit them separately.
  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

191 results found

  1. Client Ledger/Creating accurate client bill.

    The billing information generated from the note appears on the Client Ledger, as well as the insurance allowable amt. and insurance payment from the EOB. With the ability to print a bill for the client.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Service Codes updated/changed

    When Service Codes are updated/changed, the codes are updated for the clients with the identified insurance are automatically updated.

    Example: GT Codes added for Medicaid Services are automatically updated in the client's chart.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Service authorizations needs a new feature

    When updating an existing service authorization, in the service authorizations manager, include the box to be checked, that would update the clients services, in the clients services tab.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Sibling Icon

    Can we get an icon added to the icon ledger that indicates Siblings?
    There is a section in the clients profile but no indicator.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Drug Screen Results

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

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Managing Service Authorizations

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

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Service Codes

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

    15 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Batch sign assessments

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

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. ALERTS FOR SIGNATURE PROCESS

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

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Scheduling  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base