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Ensora Mental Health Ideas Portal
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Pinned ideas

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.

Clients & Groups

Showing 303 of 2045

Export client records

Allow me to print or download a client's entire record, or records for multiple clients.
Guest almost 5 years ago in Clients & Groups 5 Future consideration

Search by client ID in client search field

Allow me to search by client ID when using the client search in the top navigation menu.
Sarah Maiolo 4 months ago in Clients & Groups 0 Future consideration

Indicate preferred contact method in client's chart

When viewing a client's details, allow me to see which contact method is preferred by the client so I know which method to use first.
Guest about 2 years ago in Clients & Groups 3 Future consideration

Assign supervisor per patient instead of staff member

Allow me to assign a supervisor at the patient level. Our trainees have more than one supervisor and we'd like their notes to be reviewed/approved only by the staff member assigned to that patient.
Guest almost 5 years ago in Clients & Groups 18 Future consideration

Send assessments to clients automatically

Add the option to automatically send assessments to clients on a specific cadence (e.g., monthly, bi-monthly, quarterly, or yearly).
Guest 10 months ago in Client Account Management / Clients & Groups 0 Future consideration

Remove demographic fields in TheraNest & Client Portal

Allow me to remove some of the demographic fields that are displayed in TheraNest and the Client Portal. There are some fields we don't need to capture (e.g. Religion).
Guest about 7 years ago in Clients & Groups 22 Future consideration
122 VOTE

Ability to scan files directly into client's general or clinical documents

It would be great if you had a directing scanning option to scan documents directly into the system via a TWAIN enabled scanner verses scanning to the desktop and then uploading. Thanks
Guest over 9 years ago in Clients & Groups 18 Future consideration

Default client's intake date field to date of first kept appointment

I would suggest the default intake date be the first kept appointment, or at least be able to change the default to that setting. I do not consider the date I put their name into the computer to schedule their first appointment as the intake date....
Christina Edrington almost 6 years ago in Clients & Groups 6 Future consideration
123 VOTE

Merge duplicate clients

When a duplicate client is accidentally created, have a way to merge the two clients so you don't lose any data when you delete the duplicate.
Guest over 9 years ago in Clients & Groups 8 Future consideration
104 VOTE

Add ability to create progress notes and view linked notes from client Appointments list

I wish when i clicked on a clients profile and selected appointments, it would show if a note was missing and allow me to enter it from there.
Christina Edrington over 8 years ago in Clients & Groups 29 Future consideration