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

36 results found

  1. 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

    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. Emergency Contact Information

    Sharenote should add a way to update/edit phone numbers for contacts without having to delete the name and relationship. You currently have to type the information in prior to deleting the old information.

    1 vote

    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. Deactivating Clients

    Can you make it so we can select multiple clients at once and deactivate at the same time vs one by one.

    1 vote

    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. Reporting

    Can a pie chart be created for the Reports Manager tool? For ex, if I want to see how many clients we have with a specific diagnosis, I would like to see a snap shot of the total amount in addition to report list it currently generates.

    1 vote

    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. Required client profile field

    Some companies who does community behavioral health services in the State of Florida requires record ID numbers. To avoid missing or bypassing this information on the clients profile, can we make that a required option when creating client profiles.

    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)
  6. ELGIBILITY CHECK

    New changes are coming soon, as we are all aware of Humana being added to Healthy Louisiana list of MCOs. With that being said, they are planning to shift clients and families to other MCOs without providers knowing the changes that are being made. We cannot leave it up to the families to report these changes because many are not even aware that this is happening. We have asked our families and individuals that we are serving if they have received any correspondence about these changes, and they are saying no. To assist providers, it would be nice if Sharenote…

    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)
  7. Alert

    When a client's profile is first opened, an alert can come up that will alert staff of emergent info (such as billing--they owe money or their insurance is inactive, they may only see one particular provider, they've just been discharged from an inpatient setting). Basically, info of utmost importance that should be considered before proceeding.

    1 vote

    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. diagnosis

    IT WOULD BE NICE TO HAVE THE DIAGNOSIS AUTOMATICALLY POPULATE IN THE DIAGNOSIS/PROBLEM FEILD AFTER IT HAS BEEN ENTERED ON THE PSYCHIATRIC EVALUATION OR BIO PSYCHOSOCIAL ASSESSMENT, AS OPPOSED TO MANUALLY ENTERING IT FOR EVERY CLIENT.

    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)
  9. Add the client's Pediatrician or PCP address, telephone and fax to the client details for coordination of care.

    Add the client's Pediatrician or PCP address, telephone and fax to the client details for coordination of care. MCO requires that each provider provides the client's PCP/Pediatrician with an initial dx, assessment and psych evaluation to meet the integrated care/coordination of care requirement. This section could be placed either before or after the pharmacy information section. Currently, we are attempting to be a paperless facility but we must keep a form with the information or continue to go to file manager for the HIPPA form. This was allow quick assess for providers.

    1 vote

    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)
  10. Add Parent/Guardian information to initial screen when inputting a new client.

    Add Parent/Guardian information to initial screen when inputting a new client.

    1 vote

    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. inactive clients included in "jump to client" drop down menu

    Add a check box (or something) that allows inactive clients to be accessed from the "Jump to Client" drop down menu instead of having to all the way back to client manager and click on "show inactive" every time.

    1 vote

    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

    1 comment  ·  Client Management  ·  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. Putt phone number underneath client name

    add phone number under client Profile name so its viewable and no scrolling

    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)
  13. would like for agency specific service codes in drop down, as suppose to all codes that are not related to our agency

    would like for agency specific service codes in drop down, as suppose to all codes that are not related to our agency

    1 vote

    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)
  14. Managing appointments

    Is there a way to keep records of the clients that made appoiintments versus the clients who kept the appointments?

    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)
  15. 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

    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. start dates

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

    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)
  17. 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

    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. Potential Clients

    Sharenote should look into adding a call center/referral center where the company can track calls, appointments, referral information and no show's for potential clients. Then if the client shows up for the appointments, they can be easily converted and the remaining demographic information can be entered. We are currently keeping this information for my company on a separate spreadsheet, however if we are able to track the calls and contact through Sharenote without having to make them a client, it would streamline our process.

    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)
  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

    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. 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

    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)
← Previous 1
  • Don't see your idea?

Feedback and Knowledge Base