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Ensora Mental Health Ideas Portal
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Notes & Cases

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Send client records to other providers

We receive quite a few record requests - it would be ideal to have an email function from within TheraNest where we could email records/notes to requesting providers/family physicians.
Guest over 4 years ago in Notes & Cases 0 Future consideration

Mark whether note is individual or group

When filling out a progress note for a client, allow me to check whether the session was individual, family, group, etc.
Guest over 4 years ago in Notes & Cases 0 Already exists

Don't preview notes after saving

After I sign and save a client's note, don't open another screen that shows the PDF version of the document.
Guest almost 5 years ago in Notes & Cases 0 Future consideration

Add service line to specific plans

Ability to add service line to the assessment and treatment plan.
Guest almost 5 years ago in Notes & Cases 0 Future consideration

Close case dates

When a case is closed, sometimes it is necessary to re-open a case for various reasons. It would be nice if we can choose the original close case date or set a new one. In a current situation I have, I would like to have the original case closed d...
Guest almost 6 years ago in Notes & Cases 0 Already exists

close

when closing a case, it would be great if you could sign a document that would lock it as closed. that way if there were issues in the future it'll be legally clear that it was signed and closed on that date.
Guest almost 6 years ago in Notes & Cases 0 Already exists

Delete case

Make another safety step so this is not easily done or make an option in staff permission, Therapist, a check box so they can not delete cases.
Guest almost 6 years ago in Notes & Cases 0 Already exists

The ability to complete notes during a live session

It would be great to go ahead and enter your client notes as well as offer a blackboard experience for a client
Guest almost 6 years ago in Notes & Cases 0 Already exists

notification when notes are finished

Would like a calendar color system or symbol system to know when notes are completed by looking at their schedule event on the calendar at a quick glance. Thank you
Guest almost 6 years ago in Notes & Cases 0 Already exists

portal

When patients return to treatment after 1 yr, we are obligated to re-evaluated. I would really like to be able to send them our fabulous Patient Port forms to compete again. That's my first step in getting updated on where they are at since seeing...
Guest almost 6 years ago in Notes & Cases 0 Already exists