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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.

Clients & Groups

Showing 300 of 2040

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 over 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 almost 5 years ago in Clients & Groups 9 Future consideration

Delete unused client dynamic forms

Allow me to delete client dynamic forms that haven't been used.
Guest almost 3 years ago in Clients & Groups / Dynamic Forms 2 Planned

Add insurance to prospective clients list

When adding a client to the prospective clients list, allow me to add the name of their insurance provider.
Guest almost 4 years ago in Clients & Groups 0 Future consideration

Prevent a client from being double booked

Similar to staff not being able to be double booked, prevent a client from being double booked.
Guest over 5 years ago in Clients & Groups 5 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 over 2 years ago in Clients & Groups 3 Future consideration

Include Insurance company phone number on Insurance tab

When working on billing kinks for the insurance company, it would be helpful to have the insurance phone number field present on the insurance/billing screen.
Guest about 10 years ago in Clients & Groups 2 Future consideration

Add a genogram builder function

A genogram is a graphic representation of a family tree that displays detailed data on relationships among individuals. It goes beyond a traditional family tree by allowing the user to analyze hereditary patterns and psychological factors that pun...
Guest over 9 years ago in Clients & Groups 4 Future consideration

Move diagnosis codes to a client's details

Instead of inputting the client's diagnosis codes under Diagnostic Impressions, allow me to enter the diagnosis codes somewhere on the Client Details page. I want to be able to quickly view this from the client's page rather than finding it in a n...
Guest about 4 years ago in Clients & Groups 5 Future consideration

Unarchive groups

Allow me to unarchive a group.
Guest over 7 years ago in Clients & Groups 8 Future consideration