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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.

Clients & Groups

Showing 301 of 2038

Redo Staff Page for Alphabetically

Can an alphabetical sort feature be added to the client list for the staff like it is for the clients?
Guest over 4 years ago in Clients & Groups 0 Future consideration

Allow providers to re-invite clients to the portal

As a provider, allow me to re-invite or resend the portal invite link to my clients so I don't have to ask an administrator. Some of my clients need another email sent to remind them.
Guest about 3 years ago in Clients & Groups 2 Future consideration

Add race and gender fields to a client's household

When I add people under the Manage Household Info of a client, allow me to indicate their race and gender.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Change "sex" field in client details & portal

Change the "sex" field in client details and on the client portal because it doesn't reflect the terms we use.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Allow therapists to create client flags

As a therapist, allow me to create a flag for my client. I may need to create a flag to notate something clinically important that other staff need to be aware of.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Alert me if I'm archiving a client with a balance

Alert me or warn me if I attempt to archive a client that has a balance or refund.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Send Portal Invite Via Text Message

Sometimes email addresses get messed up and the client never recieves the portal invite to get started. Could the admin have the option to send a link to start the portal through text. This way the invite will not get buried in their inbox and the...
Guest over 4 years ago in Clients & Groups 0 Future consideration

Different Portal Preferences for Different Therapists

We have been trying to use the portal in our group with 11 therapists. Annoyingly, it seems that portal preferences have to be used by the entire group meaning if 1 therapist desires a certain setting, the rest of the therapists have to use that s...
Guest over 4 years ago in Clients & Groups 0 Future consideration

Send COVID screening questionnaire before appointment

Create a COVID screening questionnaire and have it sent automatically to clients 24hrs before their appointment.
Guest over 4 years ago in Clients & Groups 0 Future consideration

Limit document access for certain users

As an admin, allow me to restrict certain client documents to be accessed by other users, or allow me to upload these documents to a different place in TheraNest. We may have uploaded a document that outlines rate information and we don't want eve...
Guest over 4 years ago in Clients & Groups 0 Future consideration