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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Include secondary insurance in client import

When importing clients into TheraNest, allow me to include their secondary payers as well so I don't have to do this manually.
Thomas The Test Engine about 3 years ago in Clients & Groups 0 Future consideration

Show/hide recently viewed clients

Allow me to remove the "recently reviewed clients" at the top of the screen.
Guest over 4 years ago in Clients & Groups 1 Future consideration

Client portal sorting

Have an option to change the sorting in the client portal by last name or first name. It's confusing that the client list is only by last name and the portal is only by first name.
Guest almost 5 years ago in Clients & Groups 1 Future consideration

Print a client's facesheet

Allow me to print a facesheet that provides the client's demographics and insurance information all on one page.
Guest over 1 year ago in Clients & Groups 1 Future consideration

Keep search inputs in clients list

Keep the search inputs I entered when searching the Clients list and switching between active and all clients.
Guest almost 5 years ago in Clients & Groups 2 Future consideration

Indicate if the duplicate client is due to a prospective client

When I get a warning that the client I am creating is potentially a duplicate client, let me know where I can view the information of the other client (whether it's an active, archived, or prospective client).
Thomas The Test Engine over 1 year ago in Clients & Groups 0 Future consideration

Add referrer to clients list

When viewing the list of active clients, allow me to customize the grid to include the referrer/referral source.
Guest over 3 years ago in Clients & Groups 1 Future consideration

View only assigned clients in prospective clients list

If a therapist has the permission set to only view their assigned clients, then only show clients that have been assigned to them in the Prospective Clients list.
Guest over 1 year ago in Clients & Groups 0 Future consideration

Limit staff view of appointments to cases

Create a setting where only staff assigned to the case can view the appointments for that case in the client's appointment list.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Include archived clients when searching clients list

When viewing all or archived clients in the clients list, allow my search criteria to apply to both active and archived clients.
Guest over 1 year ago in Clients & Groups 1 Future consideration