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

Showing 303 of 2045

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 about 2 years ago in Clients & Groups 4 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 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 about 4 years ago in Clients & Groups 17 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 almost 6 years ago in Clients & Groups 11 Future consideration

Remove numbers from titles on intake forms

Remove the numbers that precede the titles when viewing an intake form.
Guest about 4 years ago in Clients & Groups 5 Future consideration

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 over 6 years ago in Clients & Groups 6 Future consideration

Add a safety plan

Develop a safety plan that would automatically prepopulate local emergency numbers
Guest over 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 over 4 years ago in Clients & Groups 14 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 about 5 years ago in Clients & Groups 8 Future consideration