Ensora Mental Health Ideas Portal
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2. Client Portal

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Pull forward the date from the CARC transactions as the payment date

When posting payments manually, pull the date from the CARC transactions and pull it forward as the payment date. When we manually post a payment and then add our Claim Adjustment Reason Codes, each CARC code has a date, which is the payment date/...
Cindy Hooper 10 months ago in Client & Billing Details 0 Future consideration

Update Calendar in real-time without having to refresh the page

If an appointment is created by a user and a different user is looking at the calendar, it appears as if the appointment time is free. However, it is not and the appointment can't be seen unless their screen is refreshed. This would be a benefit b...
Guest 11 months ago in Appointments & Scheduling 0 Future consideration

Filter client list by clients without a flag

Allow me to filter the client list so I can see all clients that don't have a flag assigned.
Cindy Hooper 11 months ago in Client Account Management 0 Future consideration

Display organization logo in client portal

I would like to have my Logo show in the client portal so it looks more customized to my business.
Guest about 8 years ago in Client Account Management 2 Future consideration

Allow phone keyboard settings to apply to secure messaging

If my phone's keyboard settings, such as auto-capitalization, auto-correct, spell check, are enabled then have that carryover to secure messaging when composing a message from my phone.
Guest almost 2 years ago in Messaging 2 Future consideration

Allow clients to schedule recurring appointments through the Client Portal

Many of my clients want to schedule weekly sessions and it is a hassle for them to need to click through EVERY week and make an appointment for the same time. I could see this losing potential clients for therapists and then causing those therapis...
Guest about 5 years ago in Appointments & Scheduling 1 Future consideration

Don't select to group all appointments into a single claim when creating invoices from the agenda

When I create an invoice from the Agenda, don't automatically select the option to group all appointments onto a single claim.
Guest about 1 year ago in Client & Billing Details 0 Future consideration

Don't send new appointment email for previous service dates

If I have the Client Portal notification setting turned on to notify clients of newly created appointments, don't send the notification if the appointment date is prior to the current date. Sometimes we add past appointments to the calendar and it...
Jen Morrill about 1 year ago in Appointments & Scheduling 0 Future consideration

Automatically approve client appointment requests

If a client requests an appointment through the client portal for a future date then have those appointments automatically approved and added to my calendar.
Guest about 3 years ago in Appointments & Scheduling 3 Future consideration

Instructions for intake forms

Allow me to create instructions for our intake forms that the client sees when they fill out the form on the portal.
Lara Davis about 1 year ago in Intake Forms 0 Future consideration