Ensora Mental Health Ideas Portal
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Notes & Cases

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Display template name when viewing list of progress notes

I want to see what progress note template I used when viewing the list of progress notes for a client.
Melissa Dickens about 2 months ago in Notes & Cases 0 Future consideration

Add customizable text shortcuts/phrases to assist in note writing

Add customizable macros shortcuts to assist in note writing like the Mental Status Exam selections. IE - Supportive Counseling, EMDR, CBT, Active Listening, etc.
Guest over 5 years ago in Notes & Cases 16 Future consideration

View only data for archived clients

Allow me to view (not edit) the information and notes for archived clients without having to unarchive them.
Guest over 3 years ago in Notes & Cases 12 Future consideration

Bill payer based on effective dates

Bill & display the appropriate payer in TheraNest based on the effective date of the payer.
Michelle Siev 8 months ago in Notes & Cases 0 Future consideration

Link custom forms to appointments

When using a customized form for clinical documentation, allow me to link the form to a scheduled appointment, similar to how it works for progress notes.
Guest almost 8 years ago in Notes & Cases 5 Future consideration

Autosave dynamic forms, treatment plans, and assessments

Autosave dynamic client or case forms, as well as treatment plans and initial assessments that I'm filling out so that if I navigate away and forget to save, all of my work is there on the screen when I come back. I know the draft copies are saved...
Guest over 1 year ago in Dynamic Forms / Notes & Cases 2 Future consideration

Create and send dynamic forms to clients that aren't intake

Allow my providers to create a dynamic form and send it to clients without having to copy it to intake. They make worksheets and assessments for their clients that don't need to be available to everyone as an intake form.
Guest over 3 years ago in Dynamic Forms / Notes & Cases 3 Future consideration

Consolidate archived client & case forms

We create and archive a lot of dynamic forms for clients as client forms or case forms. Each form is displayed as a separate tab when viewing the client's details or case, and given how many we have it's hard to distinguish between the archived on...
Guest about 4 years ago in Notes & Cases 13 Future consideration

Add 180 day option for treatment plan reviews

Add an option to review the treatment plan in 180 days because we need to review our treatment plans every 6 months.
Guest over 2 years ago in Notes & Cases 4 Future consideration

Copy attachments from secure messaging to contact log

Would be nice if the attachments on secure messages copied over to the contact log as well as the message itself.
Thomas The Test Engine 4 months ago in Notes & Cases 1 Future consideration