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Ensora Mental Health Ideas Portal
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Notes & Cases

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Create next appointment when filling out progress note

When completing a progress note, have a field for "next appointment" and allow me to pick a date. Once the note is signed, have the appointment automatically created.
Guest almost 4 years ago in Notes & Cases 2 Future consideration

Remove referral source from initial assessment

Don't display the referral source on the initial assessment because that's more for internal use and doesn't need to be included on clinical documentation.
Guest about 4 years ago in Notes & Cases 0 Future consideration

Keep client selection when creating progress notes in a group case

When I create a progress note for a group member in a group case and return to the main progress notes screen, the group member that I previously selected reverts to a different one. Keep my original selection so I don't have to change it every time.
Guest about 2 years ago in Notes & Cases 1 Future consideration

Adjust logo size on progress notes

Allow me to adjust the size of my organization's logo on progress notes. It looks smaller than how it appears on intake forms and invoices and is hard to read.
Guest about 4 years ago in Notes & Cases 1 Future consideration

Remove alert if I've signed the note

If I receive an alert for a note that needs my signature and sign it from Notes Awaiting signature, remove the alert after I've signed the note.
Guest about 2 years ago in Notes & Cases 1 Future consideration

Add Locus assessment as an intake form

Add the LOCUS assessment as an intake form so I don't have to create it in TheraNest.
Guest about 2 years ago in Notes & Cases 0 Future consideration

Add CALOCUS as an intake form

Add the CALOCUS as an intake form so I don't have to create it in TheraNest.
Guest about 2 years ago in Notes & Cases 1 Future consideration

Create dynamic form element for payment plan

Allow me to pull a client's Set Payment Amount from their client details into a dynamic form as a dynamic form element.
Guest about 2 years ago in Dynamic Forms / Notes & Cases 1 Future consideration

Ability to archive clients when closing a case

It would save so much time if we could archive a client from the same page where we close a case.
Guest over 6 years ago in Notes & Cases 1 Future consideration

Add service code to notes awaiting signature

Add the service code to the grid when viewing the Notes Awaiting Signature so I can quickly see if my supervisee used the right code before signing.
Guest about 2 years ago in Notes & Cases 1 Future consideration