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190 results found

  1. multiple

    When I navigate to File Manager in a Client's profile, I am able to upload multiple files, however am UNABLE to title each one accordingly in 'Doc Name'. I am also unable to create individual titles in 'Doc Description'. It would be user friendly and save a considerable amount of time for ShareNote to allow us this capability; maybe allow us to do so by separating each Doc Name & Doc Description by a comma.

    1 vote

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  2. Mileage

    Implementation of a mileage feature where Users can input their "Start Destination" and "Ending Destination" while out in the field, and total distance will auto populate, and in turn, calculate mileage reimbursement; that way, Users aren't having to use a separate platform (and Admin) isn't having to pay for a separate platform to track mileage.

    Admin could input what the calculation formula would be, and the ShareNote GPS tracking feature would automatically calculate distance and valuation of reimbursement. It would just need to be approved by Admin prior to payout.

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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  3. staff activity

    Staff activity reports should have total billed for staff and overall for period pulled when pulling BIRP notes.
    This is already being done for Universal notes.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
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  4. Return to List

    Could you activate the Return to List tab in the BIRP Note Format?
    When signing a note, I would like to hit the Return to List tab to select the following note to sign. At this time the Return to List tab brings you out of the client's profile back to the home page.

    1 vote

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  5. Add the Cancel and Return tab to the BIRP note to save your data and return to it later to complete like it is in the Universal not.

    Add the Cancel and Return tab to the BIRP note to save your data and return to it later to complete like it is in the Universal not.

    When doing a note in the Universal format I am able to start on it, save it, go back into it, and finish it later with the Cancel and Return button located at the bottom

    1 vote

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  6. Place of Service

    Effective 5/12/2023, telehealth services are no longer approved to be rendered by non-licensed staff persons. I noticed that if I remove the telehealth (02) setting as a option in the BIRP note setting then the licensed persons will not be able to select that as an option. Is it possible to create a separate BIRP setting for non-licensed and licensed staff persons. Only licensed staff will be able to continue providing CPST via telehealth services. This may help with billing.

    1 vote

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  7. Add ability to increase text size for the entire platform

    The text size of share note is very small. For those who are using Share Note that have visual impairments, it is not very friendly.

    2 votes

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  8. 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

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  9. 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

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  10. New ERA update

    I prefer updating ERA's manually, as it helps me keep track of new denials that need to be corrected. Intentionally I update the ERA activity, then correct the problems on the ERA, and then proceed to the next one with the same procedure.
    Can we get an option to Opt Out of the new release that has made the ERAs update electronically?

    1 vote

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  11. 1 vote

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  12. Autopopulate the client information, CCA and PCP into the appropriate area in client file to save time

    Please program the site to autopopulate all of the information that is in the CCA and PCP into the site so that time can be saved. Currently, we upload the PCP and the CCA and then we still have to upload goals, diagnosis, client name and all other information as well.

    2 votes

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  13. 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

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  14. Adding the ERA/Payment/Check Number to the BIRP Note list

    It woul dbe great to add the ERA/Payment/Check number to the BIRP note list next to the ERA date and amount paid fields. This would help reconcilation efforts. Thank you

    1 vote

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  15. report on other section of discharge summary

    Ability to run report on the other section of the discharge summary

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  16. Drop Down for Person Involved, Services Delivered without unlocking Note

    Is it possible to have a drop down that would allow us to change Person Involved, Services Delivered and Contact Type when the BIRP Note is locked.

    1 vote

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  17. 2 votes

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  18. Alerts

    I would like to know what staff member sent in documentation to be reviewed. I have several offices and this would help tremendously.

    1 vote

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  19. Scheduler Kept Status

    I request that there be an option to allow /not allow all kept status Notes from populating on the calendar. I am noticing duplicate appts on the calendar. when the provider starts a note or assessment.

    1 vote

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  20. Additional add-on code lines

    Psychological testing requires two sets of primary service codes, each with their own individual add-on codes. On most occasions, the add-on codes have multiple units authorized. In order to effectively bill for these services, there needs to be more than three add-on code lines within the FIRPP note. Otherwise, this service will have to be billed manually.

    1 vote

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