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187 results found

  1. NC-CCA -Common Items

    Please correct the Comprehensive Clinical assessment- common items format. If a CCA was completed in 2021 with common items section completed and I go to Complete an updated CCA in 2022 including the common items section, The common items section changes on my 2021 CCA as well.

    1 vote

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  2. 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

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  3. Save Assessment Progress Automatically

    I would like for Sharenote to add a feature where assessments automatically save while typing so information is not lost and you do not have to press the "save progress" button repeatedly during an evaluation.

    7 votes

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  4. 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

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  5. 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

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  6. Request updating time without unlocking the note

    Sometimes clinicians make errors with beginning & ending time on BIRP note. This should be an allowed correction that does not require the note to be unlocked which removes the signature date. If the staff person is no longer with my agency, I can't correct the note & preserve the signature.

    1 vote

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  7. Add diagnoses to general client info report

    I don't know where to put a diagnosis for it to come up in the general info client report. Currently, it does not. I also need to be able to run reports on primary and secondary diagnoses for DBHDD PMR reports every year.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  8. Link assessments to authorizations and authorization requirements

    Assessment codes do not link to authorization units or other authorization requirements. Please change this. Sharenote needs to alert staff when entering a BIRP note if an assessment using a 9000 code was done on the same day. It should also alert if there is an assessment done at the same time as a BIRP note.

    1 vote

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  9. Alert on calendar for sessions schedule same day as psychiatric appointment

    Add an alert for anyone who is inputting a scheduled session in for an individual who already has any kind of appointment scheduled for that same day.

    1 vote

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    0 comments  ·  Scheduling  ·  Admin →
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  10. Excel reports

    Please have the Assessment reports generate the same information as the BIRP notes when exporting reports to Excel.

    1 vote

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  11. add information to multiple files at the same time

    Is there a way to add information to multiple files at the same time (contact logs for family members, demographics for siblings, etc)?

    1 vote

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    0 comments  ·  General  ·  Admin →
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  12. staff services

    I would like to be able to search staff services like I can client services instead of having to go through the entire list to determine if one service is not check.

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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  13. scheduling

    We would like to be able to merge/transfer a clinician's entire schedule to another clinician when necessary. We recently had an NP change and had to input the entire schedule in Sharenote over again because we couldn't transfer the old NP's schedule to the new NP.

    1 vote

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    0 comments  ·  Scheduling  ·  Admin →
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  14. 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

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  15. We would like to see additional questionnaires to be added to support the assessments

    These are some of the additional questionnaires to support the clinician during an assessment PTSD, Emotional Support Animals, ADHD adults, Safety Plan, ASI for substance abuse, Disassociation Experience Scale, and Suicide Risk would allow each agency to meet the MCO requirements.

    5 votes

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  16. 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

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    1 comment  ·  Client Management  ·  Admin →
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  17. Note Signature Comment Box

    I would like a way for staff to comment as to why a note was signed late that would appear in the note history. An example as to why I feel this is needed would be my reviewer/supervisor was on vacation and did not lock the notes until they were back to work, past the 48 hour time frame. The note signatures are late yes but it would be great if staff could notate why they were signing late.

    10 votes

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  18. email

    We need a "REPLY ALL" option in the email system, so we don't have to start clicking each name (which usually malfunctions anyway). Pls treat as urgent - Thank you !

    2 votes

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    0 comments  ·  General  ·  Admin →
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  19. nonbinary

    When creating staff profiles, I observed that there were only two gender options available to choose from. As an agency with non-binary staff, the limited options are not inclusive or respectful of our staff needs.
    We would greatly appreciate your allyship in expanding the gender options for staff profiles!

    2 votes

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  20. Linking ShareNote to Google or Apple Calendar.

    As a traveling therapist, I find it helpful to have my client's appointments and other events to be stored on my mobile device's calendar. It would be extremely helpful if there was an option for Share Note users to link their client events/appointments to their Google Calendar or Apple Calendar.

    4 votes

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    0 comments  ·  Scheduling  ·  Admin →
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