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190 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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.

    1 vote

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  6. 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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  7. Trauma Assessment

    Please add a trauma assessment to the current assessments available

    4 votes

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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  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

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  15. 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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  16. Aging

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

    2 votes

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  17. 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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  18. Sort Reminders on Dashboard

    Would like the ability to arrange the My Reminders/Task section on the dashboard by date and also have the ability to put a time. I know that I can go into the task manager but it would be great to see what's next right at the dashboard. Thank You.

    2 votes

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  19. drafts

    There should be a drafts feature so we don't lose all our work if something happens and we cant finish at that time!!!!!!!!!!!!!!!!!!!! This is so frustrating to have to go through as much as we have to to even enter and submit a note, but if something should happen such as the power going out, or computer issues, we lose EVERYTHING and have to start all over!!! I AM NOT HAPPY!!!!!!

    10 votes

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  20. Columbia suicide severity rating scale

    Can you please add the Columbia Suicide Severity rating Scales to the assessment center like the CANS and ANSA are? This assessment is required by Georgia DBHDD.

    2 votes

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