Ensora Mental Health Ideas Portal
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Clients & Groups

Showing 295 of 2012

Sending Assessments to Clients Automatically

Add the option to automatically send assessments to Clients on a monthly, bi-monthly, quarterly, and yearly basis.
Guest 6 months ago in Client Account Management / Clients & Groups 0 Future consideration

Save sorting selections in client list

If I'm viewing the client list and sort the table, have TheraNest save my sorting preferences so if I navigate away and come back the sorting doesn't reset.
Guest over 2 years ago in Clients & Groups 2 Future consideration

Auto-format fields (dates, State, phone number etc.)

It would be great if there was uniformity in format for all the date fields to preopulate the slashes. Like the eligiblity date on the insurance screen requires slashes but you should be able to just enter MMDDYYYY like so many other screens.
Guest over 4 years ago in Clients & Groups 21 Future consideration

Hide or remove tabs from clients and cases

I would like the ability to hide or remove tabs in the Client's profile as well as Cases that are not relevant to my practice or I don't use. For example, we don't bill so I'd like to remove the Bill To & Insurance tab.
Guest about 2 years ago in Clients & Groups 3 Future consideration

Organize dynamic forms & intake forms into folders

Allow me to create folders to organize my dynamic forms and intake forms so I can keep similar forms together (e.g., mental health counseling, infertility counseling, etc.) and easily select the forms out of a specific folder to send to new client...
Guest about 4 years ago in Clients & Groups / Dynamic Forms 8 Future consideration

Mass assign staff to clients and cases

Allow me to assign one or more staff members to one or more clients and open cases, so I don't have to go into each client or case separately.
Guest almost 2 years ago in Clients & Groups 4 Future consideration

View when invoices, superbills, and statements were sent from client ledger

Allow me to view when invoices, superbills, and statements were sent from the client ledger so I don't have to search through the activity log to find this information.
Guest almost 4 years ago in Clients & Groups 17 Future consideration

Archive clients on prospective clients list

Allow me to archive clients that are on the prospective client's list so I don't have to activate them just to archive them. I don't want to delete them because I want to keep a record of these clients.
Guest over 3 years ago in Clients & Groups 3 Future consideration

Remove numbers from titles on intake forms

Remove the numbers that precede the titles when viewing an intake form.
Guest over 3 years ago in Clients & Groups 5 Future consideration

Send forms to multiple clients

Allow me to send forms to multiple clients at once instead of having to go to each client profile separately.
Guest over 5 years ago in Clients & Groups 11 Future consideration