Ensora Mental Health Ideas Portal
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Notes & Cases

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Ignore required fields if saving (not signing) a client/case form

If I'm filling out a Client or Case form, allow me to save the form even if the required fields aren't completed. I may need to come back to those fields later. Allow me to save the form, but don't allow me to sign the form if the required fields ...
Guest over 4 years ago in Notes & Cases 2 Future consideration

Only marked check boxes should appear on Dynamic Forms

Eliminate large spaces between sections and only show marked check boxes on Dynamic Forms. This will minimize the number of pages long a progress note is.
Guest over 3 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

Don't update close date when closing a reopened case

If I have to reopen a case to view progress notes or print documentation for an audit, when I reclose the case it updates the close date. Allow me to keep the original close date when reclosing the case.
Guest almost 4 years ago in Notes & Cases 4 Future consideration

Add DSM criteria to presenting problem in the initial assessment

It would be great to have diagnostic software that would have the DSM criteria for diagnoses that you could click on and it would upload it to the presenting problem area.
Guest about 1 year ago in Notes & Cases 0 Future consideration

All for multiple supervisor signatures on clinical documents

If I have more than one supervisor, allow them both to co-sign my clinical documents.
Guest about 2 years ago in Notes & Cases 1 Future consideration

Require documentation to be completed within a given timeframe

Allow me to set a timeframe for when providers need to complete progress notes, initial assessments, and treatment plans and send them a notification.
Guest almost 4 years ago in Notes & Cases 1 Future consideration

Selecting the Organization name should display the Agenda view

Allow one click access to the agenda while still maintaining the calendar view with the default view.
Guest about 1 year ago in Notes & Cases 1 Future consideration

Support digital pens for clinical documentation

Allow me to write my clinical documentation using a digital pen/stylus (e.g., iPad pen).
Guest about 4 years ago in Notes & Cases 3 Future consideration

Add Administrative-type Note

Ability to add an administrative note not tied to a date of service without using a dynamic form.
Guest over 4 years ago in Notes & Cases 2 Future consideration

Auto-populate service location to note and invoice

Please allow a way for service location to auto populate to match the DOS on the note AND invoice. The current workflow is causing a lot of rejections due to providers not remembering to update the location on notes.
Guest over 3 years ago in Notes & Cases 1 Future consideration