EMR
190 results found
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start dates
allow us to select multiple programs and program start dates and details specific for that program for clients.
2 votes -
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 -
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 -
"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 -
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 -
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 -
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 -
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 -
Can we add some entries to the drop down list in the client ledger. I need in the payment drop down to add Insurance allowed amount, and ins
Can we add some entries to the drop down list in the client ledger. I need in the payment drop down to add Insurance allowed amount, and insurance paid amount, Insurance discount and to be able to print the invoice to send to clients for payment.
2 votes -
Uploads of Documents in Clients File
Before we were able to upload several files with different labels and different descriptions. I would love if share note can add
that feature aging it would make uploading documents easier .2 votes -
Add services to multiple clients at once.
Currently if I add a new service to the Service Manager, there is no way for me to apply that service to all of the clients which forces me to have to add them to each client, one by one. I can add them to the service manager, but it does not apply the service changes to the client on the fly.
2 votes -
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 -
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 -
Report
Productivity reports based on staff teams.
2 votes -
Calendar
Can you add the notify client option under my scheduler for Doctor Appts?
2 votes -
Nurse assessments
Please make the vitals section a mandatory fields section so assessment notes cannot be submitted without the documentation filled in
2 votes -
Scheduling
Allow only appropriate visit types to be displayed for a specific program when scheduling an appointment for a patient. Currently, when we select a program, all visit types are shown as options, even though only certain visit types match specific programs (e.g., selecting the MH program to only show visit types relevant to MH appointments).
1 vote -
create personalized assessment template
I wanted to know if a feature could be added to create your own agency template for assessments or update current templates. Previously docs@sharenote.com was going to be able to quote me a price on creating a biopsychosocial assessment for us, but we never got to connect on it. As assessment practices evolve over time, it would be really important to update the templates to keep up with evolving assessment practices.
1 vote -
Note Print function from Note Center
I was wondering if programing could be put in place as a toggle to print multiple notes, each note to a separate PDF document versus printing "all checked notes" in one PDF document so that we have separate PDFs of each client note to upload to other charting locations when needed.
1 vote -
Notes/ Treatment Plan
I would like for the staff to not be able to submit a note if the treatment plan is expired not just the goals but the whole Treatment plan, currently you can still enter notes if the treatment plan goals are expired.
1 vote
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