Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

EMR

Use the field below to search for existing ideas. Vote on ideas you like or agree with. If you have a new idea that hasn’t been submitted by anyone else, submit it. If you have many ideas, submit them separately.
  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

187 results found

  1. Having a Buttons to click forward and back on notes for the same client

    Is there a way to have two buttons if under the same clients notes or looking at notes in general to be able to view by clicking forward and back without exiting the whole note to enter another note as like with emails going to the next and backwards to view notes?

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Attesting to Treatment Plan

    Through past audits it has been asked to show documentation of proof that the client received a copy of the treatment plan other than just a signature. Is there any way an attestation statement stating what the signatures are agreeing to and/or check boxes including a statement that the client/guardian participated in the development of the Treatment Plan and that the client has received a copy of the treatment plan be added to the treatment plan signature page.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. adoption

    Can the biopsychosocial assessment be updated to cover military history, foster care and adoption.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. certification

    Go BACK to limiting the ability to add certifications and changes expiration dates in the staff profile to admin only. Just found out that feature has been eliminated and no telling how many of our mandatory certificate dates are expired due to the staff being able to change it.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Staff Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Supervision

    Easier to add counselors to supervisors

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Staff Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. SMART Goals

    Please add SMART Goals to tx plan.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. "Import Goals" Button

    Can an "import goals" button be generated to allow and automatic or custom selection of managed client goals, interventions and objectives to be imported into the TCM assessment (initial, annual) and the TCM service plans? ( or other assessment documents for that matter...) Currently clinician needs to retype, listed goals, objectives and interventions for each goal addressed in the assessment or service plan. This feature could reduce time spent on transcribing information that already exists, as well as avoid errors and duplication.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. calendar to add next appointment from Intake Assessment

    At the end of the Intake Assessment, we have the ability to add the next appointment, but it does not add it to the ShareNote calendar. We have to manually add it ourselves. Is there a way to make this automatically go to the ShareNote calendar the same way it does with a BIRP note indicating the next appointment?

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Scheduling  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Qualitative Service Review

    kindly consider adding the following fields to the Qualitative Service Review form. The items listed below are required by CARF for Quality Record Management.

    1)Date of Admission

    2)Information about the individual's personal representative payee, if any of these have been appointed, including the name, address, and telephone number

    3)Emergency Contact information including name, address, and telephone number

    4)The person coordinating the services of the person served

    5) The location of any other records

    6) PCP information

    7) Healthcare reimbursement information.

    Thanks

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Aging

    Need to offer a better Aging report with more specific search filters that include dates of services on spreadsheet. Other programs allow you to search by provider, payer, code, and export with dates of service which is critical to measure claims unpaid. This needs serious improvement.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Reporting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Staff Intelligence Report - One Report with Staff & Percentage of Clients Seen

    Hello! Can we please be have one report that lists every active staff member along with their Percentage of Clients seen? I need to run this weekly and it takes a lot of time to go through each staff member profile for 80+ staff.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Adding a general textbox to different Assessments (Crisis Plan particularly) labeled- Additional Notes (If Applicable)

    Sometimes Assessments that come standard in Sharenote are great and just what we need, however, sometimes they are missing 1 or 2 elements we really need organizationally. I would like to suggest adding a general textbox labeled: Additional Notes ( if applicable)- this allows different agencies an ability to have what they need which may not come standard with the document. It is a good resolve for everyone.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Please add last assessment date and laspe authorization date to the client general information report to help with our audit process.

    Please add last assessment date and lapse authorization date to the client general information report to help with our audit process.

    11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Reporting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Reauthorization Summary Form (CANS/ANSA)

    In the Reauthorization Summary form, it would be helpful if there was a drop down for either the CANS or ANSA and once it is selected, the CANS or ANSA will populate into the form appropriately. This will be extremely useful for Medicaid reauthorizations and streamline the process for staff.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. drag appointments

    When you drag the appointment to a new time, the time is not resetting to the window where you dragged the appointment. It is typically several hours earlier than the original appointment. Being able to move appointments this way is needed.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Scheduling  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. deactivate

    Under Client Manager, there is a "discharge" button in red off to the right. Could it be changed to clarify and change the button to "deactivate"? Instead of discharge it will clear confusion from the actual discharging of the client's record. It was explained to me by Tammey that it makes the client's file inactive, not actually discharged.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. demographics report

    I am working on a CARF survey that ask for ages break down such as 0-5 (Children) 06-17 (Adolescent)there is no such report in the system so this has to be done manually. Hopefully you guys could come up with the demographic report that give you each break down,
    Race/Ethnicity
    Gender
    Age

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Reporting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. treatment plan

    Step down section of Goal/Tx Plan - We need the space to be expandable. This a major issue in audit because entries run over and not viewable when printed.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. signatures

    Signature date restrictions is not activated in Assessments, which is a shame because this is causing a lot of issues in audits.
    Signatures outside 7 days is a payback and this issue should be taken more seriously.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base