Ensora Mental Health Ideas Portal
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Clients & Groups

Showing 295 of 2014

Add tag or status to prospective clients

Allow me to tag or add a status to each client on our prospective clients list so we can manage the list easier.
Guest over 3 years ago in Clients & Groups 2 Future consideration

Keep test client in TheraNest

Have the test client from my TheraNest trial remain active in my account so if I need to see how something works or see what something looks like on the portal I can use the test client.
Laura Ely over 4 years ago in Clients & Groups 3 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

prevent phone calls from interrupting video session

It would be most helpful if phone calls did not disturb the audio or video on telehealth sessions. Using the do not disturb call feature is not a solution as many people only have one phone and phone access is needed in case of an emergency.
Christine Wheeler over 4 years ago in Clients & Groups 0 Future consideration

Allow clients to add themselves to prospective clients list

Have a way for new clients to fill out information and add themselves to the prospective clients list.
Guest almost 3 years ago in Clients & Groups 2 Future consideration

Edit date added in prospective clients list

When adding a new client to the prospective clients list allow me to edit the "date added". Sometimes we may not enter them until the next day or we may be transferring over an external list.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Add ethnicity field to client details

When filling out a client's details, allow me to add their ethnicity as well as their race.
Guest over 3 years ago in Clients & Groups 3 Future consideration

Add conditional logic using Client Flags

Add conditional logic using Client Flags to simplify client intake, examples include: When a client self-adds to the portal, assign a Client Flag labeled New Client. When a portal invite with intake forms is sent, assign a Client Flag labeled Wait...
Cindy Hooper 7 months ago in Clients & Groups 0 Future consideration

Discharge client from group

It would be helpful if we could discharge a client from a group. Currently, when a group case is closed, it is closed for all clients who have been listed in that group.
Guest about 1 year ago in Clients & Groups 1 Future consideration

Recover deleted files

Allow me to recover a deleted file from a client's General or Clinical Documents for a period of time in case something was deleted in error.
Guest about 2 years ago in Clients & Groups 1 Future consideration