Ensora Mental Health Ideas Portal
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1. Provider App

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Click and drag to re-order default intake forms

Allow me to click and drag to re-order my default intake forms. It's hard to use the arrows.
Guest about 1 year ago in Notes & Cases 0 Future consideration

Statement for Family Group

It would be incredibly helpful to be able to send a statement for a family group. For example: We have a families whose members are all in individual counseling at our office. Rather than sending an individual statement for each child and parent, ...
Guest over 4 years ago in Billing & Payments 3 Future consideration

Add report that will pull information filled in from dynamic forms

There are specific fields that we use with our clients, such as household size, and past military service information. It would be great to be able to export or download a spreadsheet with the clients' names and this additional field data.
Guest over 10 years ago in Dynamic Forms / Reporting 3 Future consideration

Notify me of outstanding balances

Alert me or notify me if a client has an outstanding balance that has exceeded a certain number of days. For example, if a client hasn't paid in 30 days we need to follow up.
Guest over 3 years ago in Messaging & Notifications 1 Future consideration

Reorder client flags

When managing the flags in Organization, allow me to reorder them.
Guest over 3 years ago in Practice Management & Administration 1 Future consideration

Hold client communication until resume of business hours

Many transactions related to payments, statements, collections, etc. occur after business hours. Allow us to create the invoice or payment link, but if made after 7 pm, queue up the email as a delay and send it out at 8 am the next morning.
Cindy Hooper 10 months ago in Billing & Payments 0 Future consideration

Don't allow me to enter future dates in birthdays and reports

When entering a client's birthday or running some reports, TheraNest will accept dates far in the future (e.g., 01/01/2052). Warn me when I enter a date this far in advance to help me review and correct my potential errors.
Cindy Hooper 10 months ago in Clients & Groups 0 Future consideration

Make gender identity a free-text field

When we enter the client's gender identity or when a client enters their gender identity on the client portal, make it a free-text field instead of a drop-down field.
Guest about 4 years ago in Clients & Groups 3 Future consideration

Add portal messages to client's general documents

When I receive a secure message from a client through the client portal, allow me to transfer or save that message to the client's general documents so I can a record of their communication in one place.
Guest about 4 years ago in Messaging & Notifications 1 Future consideration

Assign all staff to a client

When we add a new client, allow me to easily assign all staff members instead of having to assign them one by one.
Guest over 2 years ago in Clients & Groups 1 Future consideration