Ensora Mental Health Ideas Portal
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Clients & Groups

Showing 295 of 2017

Make it easier to add a referral source to a client without navigating away

Make it easier to add a referral source to the client's chart so that I don't have to navigate away from the client's chart to add it.
Guest almost 4 years ago in Clients & Groups 2 Future consideration

Add Client Portal to Clients section

To get to client portal - I have to go to organization. I want to be able to access client portal from client area. so much clicking!
Guest almost 5 years ago in Clients & Groups 0 Future consideration

Add addendum to contact log

Allow me to add an addendum to a contact log in case I forget to include information after signing it.
Courtney Haight almost 5 years ago in Clients & Groups 1 Future consideration

Label contact info in client details

I work w/ a lot of kids and it'd be helpful to be able to clarify in the contact info, which numbers are the kids', which numbers are their parents', etc.
Guest almost 6 years ago in Clients & Groups 3 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 2 Future consideration

Make it possible to filter clients by insurance type and within that by age, gender, etc.

For a lot of our programs we have to run reports on different demographics and there seems to be no easy way to do it. It would be great if we could have different programs and be able to run stats/demographic info in the individual programs. I kn...
Guest about 9 years ago in Clients & Groups 0 Future consideration

Add DOB to prospective clients list

When adding a prospective client allow me to input their birthdate.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Move active clients to prospective clients list

Allow me to move an active client to the prospective clients list for clients that never showed up for their appointment or never ended up scheduling.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Support international client addresses and phone numbers

Allow me to add foreign addresses and phone numbers in a client's details. We provide teletherapy services to clients outside of the country.
Guest over 4 years ago in Clients & Groups 2 Future consideration

View date of last treatment plan when viewing clients list

When viewing My Clients or All Clients, allow me to add a customized grid option to view the date of their last treatment plan.
Guest almost 2 years ago in Clients & Groups 1 Future consideration