Ensora Mental Health Ideas Portal
ADD A NEW IDEA

2. Client Portal

Showing 129 of 2017

Don't allow portal users to view credit cards of other contacts

If multiple people are added to a client's contact network, don't allow them to view each other's credit cards that are stored in the client portal.
Guest over 3 years ago in Client Portal Payments 0 Future consideration

Show appointment as rescheduled if client rescheduled from portal

If a client reschedules an appointment from the client portal and I confirm the new appointment, show the status of the appointment as rescheduled similar to how it would show if I rescheduled it within the application.
Guest almost 2 years ago in Appointments & Scheduling 0 Future consideration

Customize message when clients sign up for client portal via New Invitation Link

When I send the New Invitation Link to a client allow me to customize the message that appears above the signup box.
Guest over 3 years ago in Invitations 1 Future consideration

Client Notes on Customize Grid

If you could please add "client notes" as an option for "customize grid" on the "Clients" tab it would be greatly appreciated. This would streamline many of our processes and save a lot of time for our practice. Thank you.
Guest almost 4 years ago in Client Account Management 0 Future consideration

Manage reminders through client portal

Through the client portal, allow clients to set which reminders they want to receive.
Guest over 4 years ago in Appointments & Scheduling 1 Future consideration

Edit permissions for clients to request appointments through the client portal

I want to use the client self-scheduling option but not everyone else in my organization does. It seems there is only a way to turn it on for everyone or not at all. Can you change this to be a user to user choice?
Guest over 4 years ago in Appointments & Scheduling 2 Already exists

Make it easier for clients to submit appointment requests on the portal

Make it easier for our clients to submit appointment requests on the portal. Once they fill in the appointment information they think they are done and forget to click the "Submit" button.
Guest over 2 years ago in Appointments & Scheduling 1 Future consideration

Reword undo appointment confirmation email

When a client requests an appointment online and I accidentally accept or decline it and then undo it, the "undo" email is confusing because clients don't realize the appointment is still unconfirmed and they need to wait for a follow-up.
Guest over 2 years ago in Messaging 1 Future consideration

Book with more than one provider on the client portal

Allow clients to request an appointment with more than one provider when requesting an appointment on the client portal for clients that participate in co-therapy.
Guest over 2 years ago in Appointments & Scheduling 2 Future consideration

Allow new clients to message staff

If a client signs up via the client portal but a staff member hasn't been assigned to them yet, allow them to still message someone in the office in case they have any questions.
Guest over 2 years ago in Messaging 1 Future consideration