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190 results found

  1. Add Parent/Guardian information to initial screen when inputting a new client.

    Add Parent/Guardian information to initial screen when inputting a new client.

    1 vote

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  2. inactive clients included in "jump to client" drop down menu

    Add a check box (or something) that allows inactive clients to be accessed from the "Jump to Client" drop down menu instead of having to all the way back to client manager and click on "show inactive" every time.

    1 vote

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    1 comment  ·  Client Management  ·  Admin →
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  3. billing codes

    Color code billing services codes so they are easier to differentiate, especially between the in person and audio/telehealth service codes since you do not know which is which unless you open and read to the end of the entire service code.

    1 vote

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  4. Please add telephone numbers to the daily appointment list.

    Please add the telephone numbers to the daily appointment list. I have to see who is on my schedule then go to another page to find the phone number for that person. This would really help

    1 vote

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    1 comment  ·  General  ·  Admin →
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  5. USER ACCOUNT SETTINGS

    IS THERE A WAY TO CHANGE AND SAVE ACCOUNT SETTINGS PER USER? FOR EXAMPLE, I WANT TO VIEW A CERTAIN NUMBER OF CLIENTS ON THE CLIENT MANAGER SCREEN WITHOUT HAVING TO GO OVER AND MANUALLY CHANGE THE NUMBER FROM THE DEFAULT NUMBER (25) EACH TIME I OPEN THE PAGE.

    1 vote

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  6. would like for agency specific service codes in drop down, as suppose to all codes that are not related to our agency

    would like for agency specific service codes in drop down, as suppose to all codes that are not related to our agency

    1 vote

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  7. when inactiving a staff to have case load removed

    When, placing a staff to the inactive list, we have to manually go into caseload and remove them. Is there a way when a staff is moved to inactive to have the caseload removed as well at the same time. When going from Active to Inactive ? Saves staff time and energy for this to be automation. Cheryl M.

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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  8. Goals Report: Adding the Insurance Company

    When running the Goals Report, it would be helpful if the CMOs (insurance company) are also listed in the report and exportable to Excel.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  9. 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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  10. 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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  11. 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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    0 comments  ·  Reporting  ·  Admin →
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  12. 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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  13. 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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    0 comments  ·  Reporting  ·  Admin →
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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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    0 comments  ·  Staff Management  ·  Admin →
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  19. 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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  20. 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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