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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 over 5 years ago in Reporting 1 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 8 months ago in Reporting 0 Future consideration

Create report that shows credit card expirations

It would be really helpful to have a report that can be pulled showing cards that are expired or reaching expiration date so we know to contact the patient for new CC and can remove the old one.
Guest over 6 years ago in Reporting 3 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

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 over 2 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 about 7 years ago in Reporting 5 Future consideration

Add staff filter to the Staff Billing report

If Theranest can add an appointment staff filter to the Staff Billing Report, this would help tremendously. We have Interns and Residents who bill under licensed staff members for insurance so it would make this easier viewing their sessions all i...
Guest 10 months ago in Reporting 0 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

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

Type staff name in missing progress notes report

Allow us to type in staff name in missing progress notes report instead of having a drop down list of staff to choose from.
Guest 10 months ago in Reporting 0 Future consideration