Ensora Mental Health Ideas Portal
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Create new report for declined credit card charges

It would be nice to be able to have all declined credit card charges available in one list to ensure all charges have been resubmitted with out having to go through each client to check.
Guest almost 6 years ago in Reporting 1 Future consideration

Report on credit card deposits

Create a report to match up the transactions in the Credit Card Charges report with the actual deposits that show up in our bank accounts. Since the deposits and credits appear in lump sums, it's difficult to match up the transactions with the de...
Guest over 7 years ago in Reporting 5 Future consideration

Report on all emails sent to clients

Allow me to run a report that will show all the emails that have been sent to my clients (superbills, password reset emails, etc.) and if the email was opened or not.
Guest almost 3 years ago in Reporting 1 Future consideration

Add last payment and last appointment date to invoice aging report

As this is the report that we use to track clients with outstanding client balances, it would be helpful for the report to include: the date of the last client payment, the date the client was last seen, and the date the client is scheduled to be ...
Kayla Wilson 3 months ago in Reporting 0 Future consideration

Report on payments per payer

Allow me to run a report that will display all the payments made by a payer in a set time frame.
Guest over 1 year ago in Reporting 3 Future consideration

Include appointment time in Payroll Report

When running the Payroll Report, include the appointment time and session length.
Guest over 4 years ago in Reporting 0 Future consideration

Exclude insurance amounts from invoice aging report

Allow me to exclude insurance due amount from the invoice aging report and just show the client balances.
Lisa Briggs 10 months ago in Reporting 0 Future consideration

Report on missing group notes

Allow me to run a report that will show any missing group notes, similarly to how I can run a report to show any missing progress notes.
Guest about 3 years ago in Reporting 3 Future consideration

Mark payouts as "paid" in the payroll data export

When running the Payroll Data Export, allow me to mark items as paid out like I can in the Payroll by Rendering Provider report.
Guest over 3 years ago in Reporting 2 Future consideration

Report on all open cases

Allow me to run a report to view all open cases for our practice without having to input a date range.
Guest about 5 years ago in Reporting 2 Future consideration