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Ensora Mental Health Ideas Portal
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Practice Management & Administration

Showing 197

Add profile photos for clients

Allow me to upload a profile photo for a client.
Sarah Maiolo 6 months ago in Practice Management & Administration 1 Future consideration

Add CAQH field to Staff Details

Add a field to the Staff Details page to add a Staff member's CAQH number, which is important when credentialing providers.
Brenda Lopez about 2 months ago in Practice Management & Administration 0 Future consideration
126 VOTE

Assign tasks to other staff

Allow me to create a task and assign it to another staff member.
Guest about 3 years ago in Practice Management & Administration 26 Future consideration

Quickly access more recent progress note

Please allow quick access to a client’s most recent progress note, especially if they have a session today, so I can easily see where we left off, review goals, and know what to focus on.
Guest about 1 month ago in Practice Management & Administration 0 Future consideration
279 VOTE

Fax documents from TheraNest

Allow me to fax documents from TheraNest.
Guest about 9 years ago in Practice Management & Administration 26 Future consideration

Move/remove help widget

Allow me to move or remove the help widget because sometimes its placement interferes with my workflow.
Guest over 1 year ago in Practice Management & Administration 3 Future consideration
241 VOTE

More granular permission levels

Have TheraNest modify the permissions levels to be more granular so we can select specific functions the individual can perform rather than multiple functions activated under a single role.
Guest over 9 years ago in Practice Management & Administration 61 Future consideration
195 VOTE

Implement an hourly or flat rate for staff payroll

Instead of percentage, is it possible to set up a set pay rate for the staff. For example, I pay my therapist $30-40 hrly regardless of the insurance so each client they see is the same pay rate.
Guest over 9 years ago in Practice Management & Administration 48 Future consideration

Automatic generation of tasks

Allow me to set up a rule so that certain tasks are automatically generated in my task list. For example, when I add a new client I want tasks generated for inviting them to the portal, scheduling an appointment, etc.
Guest about 3 years ago in Practice Management & Administration 13 Future consideration
128 VOTE

Allow staff without billing permissions to view and collect copays

Allow me to give a staff member the ability to view and collect client copays and balances without giving them full access to Billing.
Guest over 7 years ago in Practice Management & Administration 21 Future consideration