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187 results found

  1. start dates

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

    2 votes

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  2. 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

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  3. certification

    I would like to choose a date range for expiring certifications. I don't need to see what is expiring 6 months from now.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  4. 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

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  5. Diagnosis report

    I would like to be able to run a report of client diagnoses. For example, I currently need a list of client diagnoses for clients served during a certain time frame. This is for a report that is required for GA DBHDD.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  6. Report from Calendar to show when an appointment was input into the calendar

    DBHDD requires a yearly report that indicates when an appointment is scheduled. Sharenote does not indicate when an appointment is input into the calendar, so the only way to know when an appointment was actually scheduled is to input that into the contact log. This creates double work, as counselors have to put the appointment in the contact log AND in the calendar.

    2 votes

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  7. Viewing employee profile edits

    Can we get the feature added to view who edits the employee profile? We have employees who unlocks their days manually to submit late notes through their profile that doesn't have permission and we can't figure out who it is.

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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  8. Report by Service

    Is it possible to add a feature that will allow reports to be pulled by a single service?

    1 vote

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  9. 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

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  10. I would like to run a report on the String Comparison Report to ensure the notes are unique.

    I would like to run a report on the String Comparison Report to ensure the notes are unique.

    1 vote

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  11. Include submission date in the select multiple items in the single category in the note center.

    Also, include date of submission on the staff activity report. Thank you!

    1 vote

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  12. Fix edit code problem

    Should not have to uncheck the cap box on the authorization in order to change a code that is under the staff profile, client profile, and the authorization. when changing the code before we would just click edit change it and hit submit. This is causing a major problem with changing a code now. This is causing double work please fix

    1 vote

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  13. Monthly Tx Plan Report

    I am an Office Manager and we are in need of running a report that would generate a table of each client's Treatment Plan Goals that would be expiring for each month. In the table, we suggest that the report has the expiration date of each of the client's goals for each month that's needed in order to thoroughly organize and update each client's goals as needed.

    2 votes

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  14. Monthly Assessment Report

    I am an Office Manager and we are in need of running a report that would generate a table of assessments that would be expiring for each month. In the table, we suggest that the report has the expiration date of each of the client's assessments for each month that's needed.

    15 votes

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  15. Supervision tab under File Manager

    It would be great if we had a Supervision tab to upload just supervision documents (under file manager) here for staff seeking licensure. They are supervised monthly and these notes can get overwhelming to keep up with. These documents should be separate from HR documents.

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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  16. Print Notes in Chronological Order

    When using the PRINT SELECTED NOTES REPORT from the Note Center, there should be an option to print them in chronological order, oldest to newest. We are going through a DCH review and they are requesting that they be in chronological order instead of newest oldest.

    4 votes

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  17. 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

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  18. CANS/ANS

    I would like to see an input section for expiration date for CANS/ANS and have an alert pop up when we log in to let us know that it is time to renew.
    It'll help everyone stay on top of treatment plans in addition to the CANS/ANS required documentation.

    1 vote

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  19. Services Delivered Dropdown

    We would like to be able to remove some of the services delivered options. List manager allows us to add more services delivered but it does not let you remove the default ones. 85% of these are not applicable to our agency and can be confusing for staff. This creates inconsistency, is more time consuming, and lends to accidental selection creating additional work for the supervisor and billing department. Please allow us to edit/remove the defaults.

    1 vote

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  20. vitals

    Please add an option to populate vitals directly to Universal note. (example: nurse takes vitals and enters them on profile, when doctor goes to write note, the vitals can be chosen to be added to the note).

    1 vote

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