Ensora Mental Health Ideas Portal
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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.
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Clients & Groups

Showing 300 of 2040

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 almost 2 years ago in Clients & Groups 3 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

Increase daily limit on deleting clients

Currently, the software limits deleting clients to three per 24 hours. While it seems reasonable to have a limit on this in the event of hacking, three is too low for the volume of business that we do and the number of clients we manage. We propos...
Kenneth Buckle, Psy.D. 6 months ago in Clients & Groups 0 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 about 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
121 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

Display client credit on clients list

Allow me to customize the grid for the clients list to display any credits the client has.
Guest about 5 years ago in Clients & Groups 23 Future consideration
100 VOTE

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 about 8 years ago in Clients & Groups 9 Future consideration

Add fax number to Contacts in Contact Network

Add a field for fax number to Contacts in a Client's Contact Network.
Courtney Haight 5 months ago in Clients & Groups 0 Future consideration