Ensora Mental Health Ideas Portal
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Clients & Groups

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Add number of upcoming appointments to client list

I would love if there was another column in the Client List (like Total Kept Appointments) for the number of upcoming appointments. We like to make sure our clients keep their preferred appointment day and time, so when they have 2 or fewer appoin...
Melissa Flood about 1 month ago in Clients & Groups 0 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 about 5 years ago in Clients & Groups 21 Future consideration

Search Clients by their Insurnace Policy ID

Allow me to search for clients using their Policy ID when using the client search in the top navigation bar.
Guest 8 months ago in Clients & Groups 0 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 over 4 years ago in Clients & Groups / Dynamic Forms 8 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 over 2 years ago in Clients & Groups 4 Future consideration

Increase daily limit on deleting clients

Currently, the software limits deleting clients to three per 24 hours. While it seems reasonable to have a limit on this in the event of hacking, three is too low for the volume of business that we do and the number of clients we manage. We propos...
Kenneth Buckle, Psy.D. 9 months ago in Clients & Groups 0 Future consideration

Less clicks to search for a group

I want to trigger the group search by pressing Enter after typing a name so that I can search more quickly without needing to click the Search button.
Doug Burford 3 months ago in Clients & Groups 0 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 over 2 years ago in Clients & Groups 4 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 almost 3 years ago in Clients & Groups 2 Future consideration

Upload file to multiple clients at once

Allow uploading a single file or document to multiple clients at once in General Documents or Clinical Documents.
Heather Windham about 1 month ago in Clients & Groups 0 Future consideration