Ensora Mental Health Ideas Portal
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Clients & Groups

Showing 295 of 2012
196 VOTE

Expand features for handling child/minor clients (notes, contacts, intake etc.)

Create a separate feature for reminder calls & email that include a parent contact. or a box that differentiates between a child client versus an adult client, therefore insurance information and contact information would be specialized. It w...
Guest almost 10 years ago in Clients & Groups 28 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 over 1 year 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 over 4 years ago in Clients & Groups 18 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 almost 7 years ago in Clients & Groups 22 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....
Guest over 5 years ago in Clients & Groups 6 Future consideration
120 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 almost 9 years ago in Clients & Groups 18 Future consideration

Display client credit on clients list

Allow me to customize the grid for the clients list to display any credits the client has.
Guest almost 5 years ago in Clients & Groups 23 Future consideration
117 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 about 9 years ago in Clients & Groups 8 Future consideration
101 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.
Guest about 8 years ago in Clients & Groups 29 Future consideration

Designate clients as private pay

Allow me to designate a client as private pay so that I can run billing reports for insurance clients separate from private pay clients.
James Kinskey, LICSW almost 8 years ago in Clients & Groups 9 Future consideration