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

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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

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

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

Add Last Progress Note Date column to Client List

Add a new column to the Client List to display the Last Progress Note date.
Karambir Khalsa about 2 months ago in 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

Add option to make Client Details address fields mandatory

Add a new option to make all Client Details address fields (Street, City, State, Zip Code) mandatory. These fields are required for insurance billing and currently, they are not mandatory.
Bill Biller about 2 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

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. 7 months ago in Clients & Groups 0 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