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191 results found

  1. 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
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?
  2. 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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  3. 5 votes
    0 comments  ·  Scheduling  ·  Admin →
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  4. be able to DIRECTLY bill one person at a time without changing other notes from billiable for that date

    be able to DIRECTLY bill one person at a time without changing other notes from billiable for that date

    5 votes
    How important is this to you?
  5. 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
    0 comments  ·  Scheduling  ·  Admin →
    How important is this to you?
  6. Trauma Assessment

    Please add a trauma assessment to the current assessments available

    4 votes
    How important is this to you?
  7. 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
    How important is this to you?
  8. 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
    How important is this to you?
  9. 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
    1 comment  ·  Reporting  ·  Admin →
    How important is this to you?
  10. Calendar Coding

    Each Staff Member should have a different color associated with their name. A quick glance at the calendar you can see which staff members have appointments that day just by seeing their specific color.

    4 votes
    0 comments  ·  Scheduling  ·  Admin →
    How important is this to you?
  11. presenting problem/ Continued need for treatment/Participation

    Can a section be added to the treatment plan:
    1.Presenting Problem
    2. Continued Need for treatment
    3. (check box) the client/guardian participated in the development of the Treatment Plan
    4. the client has (accepted or declined) a copy of the treatment plan.

    4 votes
    How important is this to you?
  12. Calendar/Scheduler

    Can staff be limited to only seeing their calendar or be given access to view another staff's calendar versus open access?

    4 votes
    How important is this to you?
  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. Tracking progress of clients

    use the BIRP note to be able to pull a report that tracks client's progress toward treatment. We need these for grant

    4 votes
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  19. Adding more fields to Staff Detail Page

    Can you kindly add (Professional License Number, CAQH Number and Medicaid Number) to staff Detail Page. Thanks!

    4 votes
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  20. Staff Contact List

    Hello is there a way for us to have a feature in sharenote where we can generate a staff phone contact list for all to see? So if a staff member need to call another staff member they can retrieve their contact number from a sharenote list.

    4 votes
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