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193 results found

  1. Managing appointments

    Is there a way to keep records of the clients that made appoiintments versus the clients who kept the appointments?

    2 votes

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  2. Aging

    I would like to be able to select a date range in Aging Report.

    2 votes

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  3. Sort Reminders on Dashboard

    Would like the ability to arrange the My Reminders/Task section on the dashboard by date and also have the ability to put a time. I know that I can go into the task manager but it would be great to see what's next right at the dashboard. Thank You.

    2 votes

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  4. Columbia suicide severity rating scale

    Can you please add the Columbia Suicide Severity rating Scales to the assessment center like the CANS and ANSA are? This assessment is required by Georgia DBHDD.

    2 votes

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  5. Authorization

    I feel that a tremendous feature to add would be providers being directly alerted within Sharenote when an authorization expires (or perhaps is about to expire). This would save providers, administrators, and any other users a great deal of frustration, lost treatment time, and effort. Thank you!

    2 votes

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  6. 2 votes

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  7. start dates

    allow us to select multiple programs and program start dates and details specific for that program for clients.

    2 votes

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  8. 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

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    0 comments  ·  Reporting  ·  Admin →
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  9. 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

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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.

    2 votes

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  11. 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.

    2 votes

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  12. 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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  13. "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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  14. 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

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  15. 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

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  16. 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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  17. 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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  18. 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

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  19. 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

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  20. 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

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