Ensora Mental Health Ideas Portal
ADD A NEW IDEA

Clients & Groups

Showing 295 of 2012

Separate client amount due and insurance amount due when viewing ledger grid

When viewing the client's ledger, separate the Balance Due by the client's balance and the insurance balance.
Guest over 7 years ago in Clients & Groups 3 Future consideration

Set a default place of service per client

Set a place of service default from the client details page so that any invoice and progress note auto-populates with that place of service.
Guest about 6 years ago in Clients & Groups 6 Future consideration

Sort by payment method on file in clients list

As an organization connected to Stripe for payment processing, allow me to sort the Clients List by Payment Method on File so I can quickly see who doesn't have a credit card on file.
Steven Clemons, Jr. 7 months ago in Clients & Groups 0 Future consideration

Improve Client Name Search

Improve the client search field by showing client names when I type in a few characters, a middle name, a first name + last name, etc.
Guest almost 5 years ago in Clients & Groups 8 Future consideration

Add a safety plan

Develop a safety plan that would automatically prepopulate local emergency numbers
Guest almost 7 years ago in Clients & Groups 0 Future consideration

Remember items per page preferences

At the bottom of the client page, there is the option to select the number of clients that display. Have TheraNest remember what number I set so I don't have to set it every time I view the client list or other similar places in TheraNest.
David Russ almost 4 years ago in Clients & Groups 14 Future consideration

Display the day of the week in client Appointment History

It would be really helpful to see what day of the week a client has appointments in the "Appointments" page of their client account. Instead I have to go back and forth to the calendar to verify what days of the week they come in.
Guest over 7 years ago in Clients & Groups 6 Future consideration

Customize client details page

Allow me to add and remove fields to the client's details and additional details so that I can track additional information outside of what TheraNest provides.
Guest about 11 years ago in Clients & Groups 11 Future consideration

Display client's preferred name throughout TheraNest

I'd like for all account information to show the client's preferred name, unless it has to do with billing. It's quite difficult to respect a trans client's preferred name when their non-preferred or "dead name" is constantly being flashed in fron...
Guest over 4 years ago in Clients & Groups 9 Future consideration

Specify time zone for clients

Allow me to set the time zone for each client and have appointment reminders and portal scheduling display the client's time zone.
Guest almost 2 years ago in Clients & Groups 3 Future consideration