Ensora Mental Health Ideas Portal
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Clients & Groups

Showing 295 of 2014

Indicate if client wants to receive voicemails

Under a client's contact information, allow me to indicate if a client wants to receive voicemails so if I call them I can reference this information without having to remember.
Guest over 3 years ago in Clients & Groups 3 Future consideration

Default clients page to my clients

When clicking the "clients" page, have it default to "my clients" vs "all clients".
Guest over 3 years ago in Clients & Groups 1 Future consideration

Add contact to prospective clients list

Allow me to add a contact to a client on the prospective clients list. I'm unable to use a caregiver's email address because they are associated with an active client.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Add client notes to client list

Allow me to customize the client list grid so I can include the client notes from the client details page.
Guest over 4 years ago in Clients & Groups 1 Future consideration

Request non-client appointments/events with other staff

I would like my employees to be able to request a session in a similar way that clients can request a session. Our supervisees are responsible for booking time with their supervisors, but we don't want to give them access to their calendars.
Guest 8 months ago in Clients & Groups 0 Future consideration

Hide form name on dynamic forms

Allow me to hide the form name when I create a Dynamic Form so it doesn't appear at the top of the page.
Guest over 2 years ago in Clients & Groups / Dynamic Forms 2 Future consideration

Add page numbers to intake forms

Show page numbers when viewing the PDF of an intake form.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Add conditional logic to Dynamic Forms to show/hide elements

Allow me to add conditional logic to show/hide form elements based on a client's response to a previous question.
Guest over 1 year ago in Clients & Groups / Dynamic Forms 1 Future consideration

Keep history of past billing notes in client Bill To & Insurance details

Whenever there is a change in billing we update the billing notes. The current billing notes are small and it would be nice to have a feature similar to the contact log for billing notes, so that we can keep a history and notes aren't being removed.
Guest about 6 years ago in Clients & Groups 2 Future consideration

Drag and drop files from other sources into client's documents

When working in a client's general documents or clinical documents, allow me to drag and drop files from other web/browser sources (e.g., OneDrive) to save me a step from having to download the file to my computer first.
Guest almost 3 years ago in Clients & Groups 2 Future consideration