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Ensora Mental Health Ideas Portal
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Practice Management & Administration

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Make it easier to specify whether completed intake forms should save to clinical or general documents

Currently, I have to go to two different places to share a form, depending on where I want it saved. If I share a form from General Documents, it gets saved there; if I share it from Clinical Documents, it’s saved in that section. I’d like to be a...
Guest over 3 years ago in Practice Management & Administration 8 Future consideration

Add a new Staff permission for managing Client Cases

Add a new Staff Permission that when granted, would allow Staff to manage (create and delete) Client cases.
Katie Prodanovich about 1 month ago in Notes & Cases / Practice Management & Administration 0 Future consideration

Upload PDFs as Dynamic/Intake forms

Allow me to upload a PDF document and send it as an intake form so I don't have to recreate the form in Dynamic Forms.
Guest over 2 years ago in Practice Management & Administration 6 Future consideration

Implement client survey tool to capture feedback

Allow me to send my clients a survey to capture their feedback about their treatment at a certain frequency (e.g., I may want to send these surveys after every session, when their case is closed, etc.).
Guest over 5 years ago in Practice Management & Administration 15 Future consideration

Add General and Clinical Document actions to Activity Log

Add all user actions related to General and Clinical Documents to the Activity Log
Heather Scheffler 3 months ago in Practice Management & Administration 0 Future consideration

Have the DBA be client-facing

With the new DBA field, make the name entered in that field the one that clients see because that's what they know my business as.
Guest almost 3 years ago in Practice Management & Administration 13 Future consideration

Separate permission for archiving clients

Create a separate permission that allows a staff member to archive/unarchive clients.
Guest almost 5 years ago in Practice Management & Administration 13 Future consideration

Create a tag or status for Staff to that they are not accepting new Clients

Create a tag or status for Staff to that they are waitlisting/not accepting new Clients to prevent new intakes or clients from being assigned. Include the ability to log the start and end date of the waitlist period to tract the history of the Sta...
Cindy Hooper 8 months ago in Calendar & Scheduling / Practice Management & Administration 0 Future consideration

Add staff profile photo to internal chat

It would be amazing if instead of the staff's initials on the practice chat we could set the staff profile photo to show.
Stephanie McGraw 5 months ago in Practice Management & Administration 0 Future consideration

Manage my supervisees

As a supervisor, I need an easy way to see all outstanding clinical documentation for all of the staff that I supervise.
Katie Bade 9 months ago in Practice Management & Administration 0 Future consideration