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181 results found

  1. New client entry

    I'm so sorry, I HATE the new menu for adding a new client. Why is everything so huge?! The fields and drop-downs could have at least been kept in the same order with such a drastic visual change.

    Also, "Gender" doesn't work when adding a new client. It shows as blank after saving but when I click to edit, the gender I initially chose is visible. But again, after saving, the line is blank.

    And when is the default Medicaid expiration of "12/01/2020" going to be updated? That date was almost a year ago.

    1 vote

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  2. certification

    I would like to choose a date range for expiring certifications. I don't need to see what is expiring 6 months from now.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  3. Diagnosis report

    I would like to be able to run a report of client diagnoses. For example, I currently need a list of client diagnoses for clients served during a certain time frame. This is for a report that is required for GA DBHDD.

    1 vote

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  4. Viewing employee profile edits

    Can we get the feature added to view who edits the employee profile? We have employees who unlocks their days manually to submit late notes through their profile that doesn't have permission and we can't figure out who it is.

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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  5. Report by Service

    Is it possible to add a feature that will allow reports to be pulled by a single service?

    1 vote

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  6. Staff should only be able to access assigned clients. Currently, staff can view all clients on their team which violates HIPAA.

    Team Managers has full access to clients; however, the staff should not. Staff should only be able to access and create notes for assigned clients. It's important to protect clients information and medical records. Allowing access to all staff members violates confidentiality and HIPAA laws.

    1 vote

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  7. 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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  8. 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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  9. Fix edit code problem

    Should not have to uncheck the cap box on the authorization in order to change a code that is under the staff profile, client profile, and the authorization. when changing the code before we would just click edit change it and hit submit. This is causing a major problem with changing a code now. This is causing double work please fix

    1 vote

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  10. Supervision tab under File Manager

    It would be great if we had a Supervision tab to upload just supervision documents (under file manager) here for staff seeking licensure. They are supervised monthly and these notes can get overwhelming to keep up with. These documents should be separate from HR documents.

    1 vote

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  11. CANS/ANS

    I would like to see an input section for expiration date for CANS/ANS and have an alert pop up when we log in to let us know that it is time to renew.
    It'll help everyone stay on top of treatment plans in addition to the CANS/ANS required documentation.

    1 vote

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  12. Services Delivered Dropdown

    We would like to be able to remove some of the services delivered options. List manager allows us to add more services delivered but it does not let you remove the default ones. 85% of these are not applicable to our agency and can be confusing for staff. This creates inconsistency, is more time consuming, and lends to accidental selection creating additional work for the supervisor and billing department. Please allow us to edit/remove the defaults.

    1 vote

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  13. vitals

    Please add an option to populate vitals directly to Universal note. (example: nurse takes vitals and enters them on profile, when doctor goes to write note, the vitals can be chosen to be added to the note).

    1 vote

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  14. 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?

    1 vote

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  15. adoption

    Can the biopsychosocial assessment be updated to cover military history, foster care and adoption.

    1 vote

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  16. certification

    Go BACK to limiting the ability to add certifications and changes expiration dates in the staff profile to admin only. Just found out that feature has been eliminated and no telling how many of our mandatory certificate dates are expired due to the staff being able to change it.

    1 vote

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  17. Supervision

    Easier to add counselors to supervisors

    1 vote

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  18. Adding a general textbox to different Assessments (Crisis Plan particularly) labeled- Additional Notes (If Applicable)

    Sometimes Assessments that come standard in Sharenote are great and just what we need, however, sometimes they are missing 1 or 2 elements we really need organizationally. I would like to suggest adding a general textbox labeled: Additional Notes ( if applicable)- this allows different agencies an ability to have what they need which may not come standard with the document. It is a good resolve for everyone.

    1 vote

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  19. Reauthorization Summary Form (CANS/ANSA)

    In the Reauthorization Summary form, it would be helpful if there was a drop down for either the CANS or ANSA and once it is selected, the CANS or ANSA will populate into the form appropriately. This will be extremely useful for Medicaid reauthorizations and streamline the process for staff.

    1 vote

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  20. 1 vote

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