Ensora Mental Health Ideas Portal
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Clients & Groups

Showing 295 of 2017

Send intake forms to clients via text message

Allow me to send forms to clients via text message for them to fill out on their phones.
Guest almost 3 years ago in Clients & Groups 3 Future consideration

Add referral source to prospective clients list

When adding a client to the prospective clients list, allow me to add their referral source.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Alert me when a duplicate client is created

Alert me if I create a duplicate client.
Guest about 4 years ago in Clients & Groups 1 Future consideration

Edit multiple clients at once

Allow me to edit some of the fields found in the client's details for multiple clients at once.
Guest over 1 year ago in Clients & Groups 1 Future consideration

Auto-expand client notes in client's details

Each of our clients has very specific needs and boundaries and the only space for these day-to-day directive notes is in the "Client Notes" section or in the "Other Notes on Housing". The issue is 90% of our staff use their phones exclusively and ...
Guest 5 months ago in Clients & Groups 0 Future consideration

View deactivated staff name under assigned staff in client list

We would like the ability to see who the client saw, even when the staff has been deactivated. For example: if a client decides to return, we can't tell from the archived client list which staff previously saw the client.
Guest over 4 years ago in Clients & Groups 3 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 about 2 years ago in Clients & Groups 1 Future consideration

Dynamic Client Search Engine

it would be great if the search engine were able to search based on information found in client details or in a custom form. For example, if many clients see another allied professional, being able to search up by that allied professional and see ...
Guest almost 7 years ago in Clients & Groups 8 Future consideration

Don't send emails for revoked intake forms

Don't send the client an email if I revoke an intake form on their client portal.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Add termination date to client's details

Allow me to add a custom termination/archive date to the client's details. Sometimes our termination dates are based on the last appointment and sometimes they are based on the last time we contacted them.
Guest over 3 years ago in Clients & Groups 1 Future consideration