Ensora Mental Health Ideas Portal
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Calendar & Scheduling

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Create all the day's invoices from the Agenda

Allow me a quick way to create all the invoices from today's appointments from the Agenda.
Guest over 2 years ago in Calendar & Scheduling 1 Future consideration

Add time filter to the calendar

Add a time filter to the calendar so I can hone in on a specific part of the day.
Guest over 3 years ago in Calendar & Scheduling 1 Future consideration

Filter agenda by balance due

Allow me to filter the agenda by client balance.
Guest over 3 years ago in Calendar & Scheduling 0 Future consideration

Indicate if appointment is a makeup session

Allow me to indicate if an appointment is a makeup session to help us know that clients are making up for canceled or missed appointments.
Guest over 1 year ago in Calendar & Scheduling 1 Future consideration

Return to the Agenda after creating an invoice or note

If I create an invoice or note from the Agenda, then have TheraNest return me to the Agenda after I save the invoice or note so I can keep creating the invoices and/or notes for that day.
Guest over 2 years ago in Calendar & Scheduling 1 Future consideration

Add appointment to the day I'm viewing

When viewing the calendar for a specific day and clicking the "New Appointment" button, have the appointment appear for the day I am viewing rather than defaulting to the current (today's) date.
Guest over 4 years ago in Calendar & Scheduling 3 Future consideration

Add client to group from appointment

Allow me to add a client to a group from the appointment screen. It would benefit our practice by streamlining the process of doing notes for groups when a client attends a group that is not within their treatment plan.
Guest over 4 years ago in Calendar & Scheduling 1 Future consideration

Add a calendar preference to display client first initial and last name in user profile and settings

Please allow for "show only first initial and last name" on preferences along with the option of "show only client initals in synced calendars" for calendar options in profile and settings.
Micah Mabe 11 months ago in Calendar & Scheduling 0 Future consideration

Notification for double-booking

If I allow double-booking on my calendar, send me an alert when I get double-booked or if appointments overlap so I can review my schedule.
Guest about 7 years ago in Calendar & Scheduling 1 Future consideration

Make exceptions for conflicts with recurring appointments

Recurring appointments often conflict with exceptional events like Thanksgiving, or a scheduled personal appointment. It would be nice for the calendar to show upcoming conflicts with the repeat appointment and have an option to choose "Skip this ...
Doug Burford almost 5 years ago in Calendar & Scheduling 1 Future consideration