Ensora Mental Health Ideas Portal
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Reporting

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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

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

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

Filter invoice aging report by client and insurer

Allow me to filter the invoicing aging report by client and/or by insurer.
Guest about 2 years ago in Reporting 2 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 11 months ago in Reporting 0 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 almost 5 years ago in Reporting 2 Future consideration

Display clients as Last Name, First Name

When viewing any table that has client names, have them be listed as (Last Name), (First Name) rather than (First Name) (Last Name) so when I'm sorting or exporting it's easier to find the client I'm looking for.
Guest over 2 years ago in Reporting 2 Future consideration

Add column for staff to Payments and Payment Methods report

I run a clinic with several staff members. Would it be possible to implement a feature in the Reports section that breaks down payments and payment methods, not only by client, but by staff member as well? Alternatively, it would help to implement...
Guest over 9 years ago in Reporting 7 Future consideration

Add insurance payer to Payment Methods report

Add insurance payer to the Payment Methods report so we can create a summary of total payments received from each individual insurance company not just a total of insurance payments received.
Guest over 6 years ago in Reporting 3 Future consideration