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187 results found

  1. Alert Center

    I am suggesting the alert center (from main menu) reflect upcoming expirations for next 30 days (instead of the next 3 days).

    3 votes

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  2. Viewing Tx Plan "complete and signed stauts" of clients without opening the document (as in Ax views)

    Is there a way to view all goals so it makes it possible to know tx plans that are signed or unsigned without having to open the document. We are able to view which Ax is marked complete and signed. Can this be done with the Tx plan/Goal screen for all clts ? Thank you !

    5 votes

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    0 comments  ·  General  ·  Admin →
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  3. Adding Billing Codes

    Our agency recently started providing a new service and was told to go to Sharenote to add the billing codes. I am requesting that Sharenote be responsible for adding/updating any billing codes needed in order for the providers to bill.

    2 votes

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  4. Staff profile

    On the staff profile under staff plan notes can start time & end times be added. Example refer of start and end on client progress notes.

    2 votes

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  5. Tracking caseload for specific staff under report manager.

    Tracking caseload for specific staff under report manager. Add Last day of service for each client.

    5 votes

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    0 comments  ·  Reporting  ·  Admin →
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  6. Need CoPay Amt off of the actual EOB when the 835 is transmitted

    Provider gets the copay off of the insurance cards but would like for any copay amounts unpaid or paid to come through from the 835 file.

    4 votes

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  7. Staff Payroll Report Needed

    Provider pays off of whatever claims paid/cleared within the month. Closet internal report is the Community Support Paid Data Report. Please enhance this report to include any/all services. Report needs to be driven by the Date Paid and list amounts and staff names etc.

    11 votes

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  8. Authorization Units Remaining

    When there is an authorization on file, post a reminder of how many units are left on a client each time a note is submitted for that specific client.

    13 votes

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  9. Mass enforcing check box for Authorizations in Service Authorizations

    Please create an option to mass enforce in the Service Authorization/Service manager tab .

    4 votes

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  10. Client Ledger

    Set up the Client's Ledger in multiple columns which includes Insurance Responsibility, Insurance Payment, Client Responsibility and Client Payment.

    5 votes

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  11. Payment Posting Feature for BIRP & Assessments

    Can you please add the billing/payroll action that allows amount paid, date paid, and comment all in one quick step? Can you add an option in Assessments to add any payment info? i.e., date paid, amount paid. It has the drop down to choose it but no where to enter the information. PS is it possible to be able to do the activity and the billing payroll all at the same time to make posting quicker?

    6 votes

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  12. Addition of "denials" and "partial payments" to billing snapshot

    Is it possible to add "denials" and "partial payments" to the billing snapshot. This would be helpful when tracking finances etc..

    4 votes

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  13. add new column to show clients in red for "Last seen days" --reflecting # of days since last note

    Hi, when looking at clients in client manager, is there any way to add a column for "BIRP note Last Seen (Days)" to only reflect the number of days that a BIRP note was last submitted? Right now the "Last seen" column it is also taking into account any assessments that have been done, so it is not giving us a good representation of how many days a client was last seen my their therapist/paraprofessional w/corresponding BIRP note. AKA if a BIRP note has not been submitted for the last 14 days, we want it to show up red even…

    4 votes

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  14. Calendar

    When adding an appointment for a staff member; can an email be sent to their sharenote? Also, when in the scheduler, anyway to add where you can click on your appointment and the client and it will take you to their client manager chart?

    3 votes

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    0 comments  ·  Scheduling  ·  Admin →
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  15. Calendar

    The client audit log doesn't track activity on the calendar. We need to identify to created, modified, or deleted an appointment.

    5 votes

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    0 comments  ·  Scheduling  ·  Admin →
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  16. Sibling Icon

    Can we get an icon added to the icon ledger that indicates Siblings?
    There is a section in the clients profile but no indicator.

    10 votes

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  17. Report

    Productivity reports based on staff teams.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  18. Message center

    In the message center there should be away to move messages that have been unintentionally, or intentionally trashed to be moved back into the regular inbox

    3 votes

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  19. Client Progress Report

    Instead of clicking each client to review the progress, create a report that shows the number 0-5, to review the data to enter into a company's Total Quality Management Programs. This would save time, by just creating a report for all clients instead of clicking each one, then writing down the data numbers, to show the State office.

    5 votes

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    0 comments  ·  Reporting  ·  Admin →
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  20. Assessments

    We would like to add the ability for our LMHP to review and sign off electronically on the assessments that are entered directly in ShareNote. Currently, only the assessor, child and parent can sign the assessment electronically. Please advise. Thanks in advance.

    5 votes

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