Ensora Mental Health Ideas Portal
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Clients & Groups

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View when credit cards were updated

When viewing the client's ledger or Bill To & Insurance, show a history of client credit cards that were updated or added and by which staff member.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Separate assigned staff in client list

When viewing the client list, separate the assigned staff into therapists and supervisors.
Guest about 4 years ago in Clients & Groups 1 Future consideration

Preview client portal invitation email

Allow me to preview the client portal email invitation with the placeholders filled in before sending the invitation.
Guest about 5 years ago in Clients & Groups 1 Future consideration

Change "legal gender" to "sex assigned at birth"

Change the "legal gender" field in TheraNest and the client portal to "sex assigned at birth" as it reflects current terminology.
Guest about 4 years ago in Clients & Groups 5 Will not implement

Autofill forward slash when entering birth date

When I enter a client's birthday, allow me to type in just the numbers and have TheraNest autofill the forward slashes.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Rename tabs in clients and cases

Allow me to rename the tabs that appear in the client details or case information (e.g., rename Contact Log or Progress Notes) so I can rename them to something that fits my practice.
Guest about 4 years ago in Clients & Groups 1 Future consideration

Sort client list by first name

Allow me to sort the client list by their first name.
Guest about 4 years ago in Clients & Groups 0 Future consideration

Add default service type column to Client List

Add a column for clients' assigned service types and allow sorting and searching in the column.
Guest over 5 years ago in Clients & Groups 0 Future consideration

Add permission for deleting files

Create a separate permission that allows a staff member to delete documents that have been uploaded to a client's General Documents or Clinical Documents.
Guest about 3 years ago in Clients & Groups 2 Future consideration

Directory for contact network

Allow me to view a centralized directory of collateral contacts such as attorneys, social workers, etc.
Guest over 4 years ago in Clients & Groups 1 Future consideration