Ensora Mental Health Ideas Portal
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Clients & Groups

Showing 293 of 2010
847 VOTE

Enter clients as a couple or family

Allow me to enter clients as couples or families. I see mostly couples and I prefer not to split them up in TheraNest.
Guest about 11 years ago in Clients & Groups 122 Future consideration

Add Zip Code to the Demographics Analytics Report

Add the Client's zip code to the Demographics Analytics Report so we can identify where our client base lives. This will help us better understand our target audience.
Guest about 2 months ago in Clients & Groups / Reporting 0 Future consideration
407 VOTE

Send appointment reminders to multiple contacts

Allow me to send appointment reminders to multiple phone numbers and/or email addresses. Some clients that are children may have divorced parents and both want to be alerted that their child has an appointment.
Guest about 7 years ago in Clients & Groups 55 Planned
124 VOTE

Custom appointment reminders per client

Allow me to create an appointment reminder template for each client so I can send additional information for one client that may need it.
Guest over 2 years ago in Clients & Groups 19 Future consideration

Add fax number to Contacts in Contact Network

Add a field for fax number to Contacts in a Client's Contact Network.
Courtney Haight about 2 months ago in Clients & Groups 0 Future consideration

Search Clients by their Insurnace Policy ID

Allow me to search for clients using their Policy ID when using the client search in the top navigation bar.
Guest 2 months ago in Clients & Groups 0 Future consideration

Increase daily limit on deleting clients

Currently, the software limits deleting clients to three per 24 hours. While it seems reasonable to have a limit on this in the event of hacking, three is too low for the volume of business that we do and the number of clients we manage. We propos...
Kenneth Buckle, Psy.D. 3 months ago in Clients & Groups 0 Future consideration
235 VOTE

Autosave client details

When editing a client's information, autosave the fields so I don't have to click the save button every time I make a change. When I navigate to other tabs/areas, sometimes I don't remember to save and then all the information is lost.
Guest over 9 years ago in Clients & Groups 49 Future consideration
196 VOTE

Expand features for handling child/minor clients (notes, contacts, intake etc.)

Create a separate feature for reminder calls & email that include a parent contact. or a box that differentiates between a child client versus an adult client, therefore insurance information and contact information would be specialized. It w...
Guest almost 10 years ago in Clients & Groups 28 Future consideration

Indicate preferred contact method in client's chart

When viewing a client's details, allow me to see which contact method is preferred by the client so I know which method to use first.
Guest over 1 year ago in Clients & Groups 3 Future consideration