Ensora Mental Health Ideas Portal
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Clients & Groups

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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 over 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 over 3 years ago in Clients & Groups 1 Future consideration

Show/hide recently viewed clients

Allow me to remove the "recently reviewed clients" at the top of the screen.
Guest about 5 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 over 3 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 about 5 years ago in Clients & Groups 1 Future consideration

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 over 3 years ago in Clients & Groups 0 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 about 5 years ago in Clients & Groups 2 Future consideration

Show planned interventions from last note on client's chart

When viewing a client's chart, allow me to see the Planned Interventions or Plan information that was entered on the last progress note.
Guest over 3 years ago in Clients & Groups 1 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 almost 4 years ago in Clients & Groups 1 Future consideration

Sort client list by assigned staff

Allow me to sort the client list by the Assigned Staff column.
Guest almost 4 years ago in Clients & Groups 1 Future consideration