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Ensora Mental Health Ideas Portal
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Pinned ideas

PINNED Show group note status on the group's appointment history
When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

1. Provider App

Showing 1658

Create private clinical notes

Allow me to create psychotherapy notes that are private as part of exceptions to the open notes mandate.
Guest almost 5 years ago in Notes & Cases 4 Future consideration

Report on missing group notes

Allow me to run a report that will show any missing group notes, similarly to how I can run a report to show any missing progress notes.
Guest about 3 years ago in Reporting 3 Future consideration

Report on deposits/withdrawals to my account

Allow me to run a report that displays all the deposits and withdrawals made from TheraNest out of my bank account so I know I can track the transactions related to client refunds, credit card processing fees, subscription fees, etc.
Guest almost 5 years ago in Billing & Payments 4 Future consideration

Make it easier to delete a client

When I delete a client, have TheraNest delete all the associated case notes, invoices, etc. I shouldn't have to remove this information first before deleting the client because it takes too much time.
Guest over 2 years ago in Clients & Groups 3 Future consideration

Bulk delete MSE options

Allow me to bulk-delete options when managing all pre-defined options in the Mental Status Exam.
Heather Alesch 4 months ago in Notes & Cases 0 Future consideration

Customize restriction for portal scheduling/cancellations/reschedules

Currently, there are two client portal settings to allow clients to schedule an appointment, and another setting to allow clients to cancel or reschedule an appointment within 24 hours, but I'd like to adjust the time to 48 or 72 hours.
Guest about 3 years ago in Practice Management & Administration 8 Future consideration

Display client flags on the claims tabs

Add Client Flags as a customized grid option when working in the billing claim tabs.
Guest about 3 years ago in Billing & Payments 6 Future consideration

Choose which email when sending invoices and statements

If a client has more than one email address on file or hs a contact in their contact network with an email address on file, allow me to select which email to send the invoice, superbill, or statement to.
Guest almost 4 years ago in Billing & Payments 5 Future consideration

Permissions for appointment changes

Allow me to assign permissions to certain staff to make schedule changes. We don't want certain staff members the ability to edit or delete appointments.
Guest about 7 years ago in Practice Management & Administration 13 Future consideration

Appointment reminders for staff members

Allow me to enable appointment reminders for our staff members so they get reminded about an upcoming appointment with a client.
Guest over 7 years ago in Practice Management & Administration 5 Future consideration