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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View details of billing notes

In the billing notes section of a client, allow me to see the date and author of the note.
Guest over 4 years ago in Clients & Groups 0 Future consideration

View invoices from a client's appointments list

When viewing the client's list of appointments, allow me to see if the date of service has been invoiced or not.
Guest about 2 years ago in Clients & Groups 1 Future consideration

Client portal help

On the client portal registration page where the "i" appears in the upper right hand corner could the word "Help" or "Client Portal Help" be added or moved closer to the center of screen? This would help alert clients of the feature.
Guest over 4 years ago in Clients & Groups 0 Future consideration

Don't require a location when adding a client

When I add a client to TheraNest, don't require me to indicate a location for the client. We have clients that move across locations and I don't want a location to default when creating an appointment.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Warning when archiving a client with open cases

Warn me when I try to archive a client that still has open cases so I can close the case before archiving the client.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Apply edits of forms to all copies

If I edit a dynamic form or intake form, have those edits apply to all copies of the form.
Guest almost 5 years ago in Clients & Groups 0 Future consideration

Display phone number in reminders log

When viewing the reminders log for a client, display the phone number that the reminder went to.
Guest almost 5 years ago in Clients & Groups 0 Future consideration

Edit email headings and subject line when sharing forms

When sharing forms with a client, the email they receive has a bold heading that reads "Hello [Preferred Name]" and static subject, but they cannot be edited. Allow me to edit them because I'm not sure if I've inserted a preferred name for all of ...
Andrea Cook almost 5 years ago in Clients & Groups 1 Future consideration

Adding an option to put in the apartment number

When putting in clients who live in apartment complexes, there isn't an option to add an apartment number.
Guest almost 5 years ago in Clients & Groups 0 Future consideration

Redact credit card info on CC authorization form

If I send my clients a credit card authorization form, have their card number be redacted when I save it to their General or Clinical Documents.
Guest over 2 years ago in Clients & Groups 0 Future consideration