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67 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?

    2 votes

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  2. "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

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  3. 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

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  4. 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

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  5. Nurse assessments

    Please make the vitals section a mandatory fields section so assessment notes cannot be submitted without the documentation filled in

    2 votes

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  6. nonbillable notes

    Currently, in BIRP notes, we must select treatment plan goal, objective, and intervention when doing a nonbillable note even though the note is not working toward a goal etc as it is nonbillable. This extra step adds time to the creation of nonbillable notes and makes staff reluctant to do them to track noncompliance etc. Please move the "nonbillable note ?" box to above the treatment plan goal etc. area and then make this part not a requirement for those types of notes.

    1 vote

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  7. Co-signing

    When co-signing a note, a different attestation is needed as the current general attestation starts by saying the note is "truthful, accurate" which is something only the person who conducted the session can attest to. Supervisors are required to sign notes as part of supervision but cannot, legally, be required to say the note is truthful and accurate as they did not conduct the session. This language has caused issues as supervisors do not want to sign notes and be held liable if the note later is identified as fraudulent. Therefore, I request that a different attestation be available when…

    1 vote

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  8. 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

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  9. 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

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  10. Note Denial

    Sharenote needs to notify you when a note is denied and tell you why that note is denied so it can be fixed. Sharenote also needs to allow people other than Admin to filter the notes by which one is denied because if not we have to go by every single one to check.

    1 vote

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  11. assessment

    Please add a feature to the assessment that states when the assessment was printed and who printed it. Similarly to how the Progress Notes display when and who printed the notes.

    1 vote

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  12. multiple

    When I navigate to File Manager in a Client's profile, I am able to upload multiple files, however am UNABLE to title each one accordingly in 'Doc Name'. I am also unable to create individual titles in 'Doc Description'. It would be user friendly and save a considerable amount of time for ShareNote to allow us this capability; maybe allow us to do so by separating each Doc Name & Doc Description by a comma.

    1 vote

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  13. Return to List

    Could you activate the Return to List tab in the BIRP Note Format?
    When signing a note, I would like to hit the Return to List tab to select the following note to sign. At this time the Return to List tab brings you out of the client's profile back to the home page.

    1 vote

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  14. Drop Down for Person Involved, Services Delivered without unlocking Note

    Is it possible to have a drop down that would allow us to change Person Involved, Services Delivered and Contact Type when the BIRP Note is locked.

    1 vote

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  15. Alerts

    I would like to know what staff member sent in documentation to be reviewed. I have several offices and this would help tremendously.

    1 vote

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  16. Double Signature of Orders for Services

    We would like to be able to add a double signature, from a supervisor, to an existing Order for Services just in case a client's services need to be added after the date of the assessment.

    1 vote

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  17. NC-CCA -Common Items

    Please correct the Comprehensive Clinical assessment- common items format. If a CCA was completed in 2021 with common items section completed and I go to Complete an updated CCA in 2022 including the common items section, The common items section changes on my 2021 CCA as well.

    1 vote

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  18. Link assessments to authorizations and authorization requirements

    Assessment codes do not link to authorization units or other authorization requirements. Please change this. Sharenote needs to alert staff when entering a BIRP note if an assessment using a 9000 code was done on the same day. It should also alert if there is an assessment done at the same time as a BIRP note.

    1 vote

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  19. 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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  20. 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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