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193 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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!

    3 votes

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  6. 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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  7. Tracked Changes

    "Tracked changes" should not be prompted for a supervising provider when editing an unlocked note of a supervisee. Supervisors are ethically and legally responsible for the content of supervisee's notes and editing them is a matter of practice. Changes are often made to improve the quality of the documentation. Once note is locked, supervisee reviews final note before signing for accuracy. As a supervisor, being prompted to explain why you are editing a supervisee's note is inappropriate. Please create a "Preference" option for supervisors to de-activate "Tracked Changes" for unlocked notes. Once a note is locked and signed, it is…

    5 votes

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  8. billing codes

    Color code billing services codes so they are easier to differentiate, especially between the in person and audio/telehealth service codes since you do not know which is which unless you open and read to the end of the entire service code.

    2 votes

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  9. Reporting

    Would you please create an all claims report which includes all claims submitted regardless of status. Currently we only have a Claim Denial report. It would be EXTREMELY HELPFUL to have a report that includes paid, denied, assigned, ebill sent, all in one report that we could filter in excel. Additionally please add a field that includes the rendering provider. The current Claim Denial report is not as effective currently because it doesn't link the claims to the provider and that is very important. Instead of just improving the Denial report, creating a report that include all claims helps us…

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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  10. Trauma Assessment

    Please add a trauma assessment to the current assessments available

    4 votes

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  11. Add an option to print calendar with client name and phone number and their appointment

    I'd like a report to print the client calendar each day w/ client name and phone number and who appointment is with

    3 votes

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    0 comments  ·  Scheduling  ·  Admin →
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  12. Putt phone number underneath client name

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

    2 votes

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  13. Please add telephone numbers to the daily appointment list.

    Please add the telephone numbers to the daily appointment list. I have to see who is on my schedule then go to another page to find the phone number for that person. This would really help

    1 vote

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    1 comment  ·  General  ·  Admin →
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  14. USER ACCOUNT SETTINGS

    IS THERE A WAY TO CHANGE AND SAVE ACCOUNT SETTINGS PER USER? FOR EXAMPLE, I WANT TO VIEW A CERTAIN NUMBER OF CLIENTS ON THE CLIENT MANAGER SCREEN WITHOUT HAVING TO GO OVER AND MANUALLY CHANGE THE NUMBER FROM THE DEFAULT NUMBER (25) EACH TIME I OPEN THE PAGE.

    1 vote

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  15. 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

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  16. when inactiving a staff to have case load removed

    When, placing a staff to the inactive list, we have to manually go into caseload and remove them. Is there a way when a staff is moved to inactive to have the caseload removed as well at the same time. When going from Active to Inactive ? Saves staff time and energy for this to be automation. Cheryl M.

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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  17. Managing appointments

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

    2 votes

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  18. billing

    Transaction report needed that can list all notes and assessment on one report. looking at the transaction report you have to click on each transaction ID. I need one full report until we can get a good AR report.

    3 votes

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  19. Aging

    I would like to be able to select a date range in Aging Report.

    2 votes

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  20. DSM-5 enhancement

    This is a request for a DSM-5 enhancement , which is a description of the diagnosis to input in the assessments and treatment plans.

    7 votes

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