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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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

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 almost 2 years 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

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 almost 2 years ago in Clients & Groups 0 Future consideration

Add COVID vaccination status in the patient's chart

In the client's chart, allow me to indicate if the client is vaccinated or not against COVID.
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 almost 2 years ago in Clients & Groups 1 Future consideration

Make marital status a free-text field

When we enter the client's marital status or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.
Guest over 3 years ago in Clients & Groups 0 Future consideration

Don't alert me when I unarchive a client

Don't alert me when I unarchive a client because it adds an extra step to my workflow.
Guest almost 2 years ago in Clients & Groups 0 Future consideration

Add address field when adding household members to a client

When working in a client's details and adding household members, allow me to also notate their address. Sometimes a client has divorced parents so their address may not be the same as the client's address.
Guest over 5 years ago in Clients & Groups 1 Future consideration

Permission to view only prospective clients list

Make a permission so we can have staff members only view the prospective clients list without managing it.
Guest almost 4 years ago in Clients & Groups 0 Future consideration