EMR
181 results found
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Multiple Locations for Same Client
I would love to have the ability to add clients with their clinical data (Treatment Plans and all items from file manager) including DAP notes to multiple locations. Specifically, my agency has more than 5 locations and sometimes clients need a record in more than 1 location. It has been extremely time depleting to have to create 2 and even 3 records for the same clients just to see said clients in multiple locations. Please help!
4 votes -
Appointment Reminders
We were about to subscribe to enable text and email messages for appointment reminders. We would like this to be an option for clients to get reminders through email and text for their scheduled appointment, the same as it is set up for staff.
3 votes -
Add an option to print calendar with client name and phone number and their appointment
I'd like a report to print the client calendar each day w/ client name and phone number and who appointment is with
3 votes -
Potential Clients
Sharenote should look into adding a call center/referral center where the company can track calls, appointments, referral information and no show's for potential clients. Then if the client shows up for the appointments, they can be easily converted and the remaining demographic information can be entered. We are currently keeping this information for my company on a separate spreadsheet, however if we are able to track the calls and contact through Sharenote without having to make them a client, it would streamline our process.
3 votes -
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 -
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 -
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
Age3 votes -
assessment
I am a reviewer, and I need to be able to give feedback on Assessments... the feedback is only available for regular BIRP notes, and we need review process to be extended to all forms in share note, especially assessment and Goal
I am surprised the limitations on assessment forms have not made it to the link/ SN updates because several agencies have failed audits because if this.3 votes -
Expand the width of the "Group" Box when Creating New Service Authorizations
When creating a New Service Authorization in the Svc Authorization Manager, the Names of the "Groups" Box is TINY and makes it very difficult to distinguish the full and different Names of each Group. It would be greatly appreciated if the "Groups" box was the same size as the box below it, which lists the Service Codes, individually. When Naming a Group, since there will be multiple Service Codes included, the Group name may be longer than an Individual Service. Again, this would be Greatly Appreciated!!! Thank you!
3 votes -
show middle initial for duplicate names
Where we have more than one client with the same name, i.e. Susan Smith, please allow us to see the middle initial when scrolling through names so we can choose the correct client. Also, the middle initial should be visible in the BIRP note section. Please & thank you!
3 votes -
Service authorizations needs a new feature
When updating an existing service authorization, in the service authorizations manager, include the box to be checked, that would update the clients services, in the clients services tab.
3 votes -
Drug Screen Results
Add a tab under Health for Drug Screen Results to be documented
3 votes -
New E mail collection data fields.
A data field to collect e mail addresses should be added to the parent/guardian and case worker/case manager section of a client detail page. This provider provides 95% of it's services to youth and adolescents therefore referrals come in from Schools, County agencies, parents, etc.
3 votes -
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 -
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 -
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 -
File manager
Can we add a way for Providers to be able to choose which staff are able to upload to the File manager? Currently every access level can upload to the file manager.
3 votes -
Universal note printing
When printing universal notes it would be nice to have a few tweeks to the document. We print out our notes and waste quite a bit of paper due to the format.
1) either totally remove the first section "Notes about this session". Or give users the option to include it on the report. (Im not even sure how to put anything there or what purpose it has, but it uses a lot of room.)
2) If the page can be actually formatted in the standard 8.5 x 11 sheet. Currently it exports at a 9.81 x 11, which is…
3 votes -
Follow-up Appointment should include accurate time
When next appointment date and time is included in a note, the calendar should be updated with both, instead the time shows 12am for follow-up appointments.
3 votes -
Administrator Settings
Are we able to add a setting for location administrators not to have access to see their file manager?
3 votes
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