Ensora Mental Health Ideas Portal
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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.
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Clients & Groups

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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

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 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

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 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

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 almost 5 years ago in Clients & Groups 2 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