Ensora Mental Health Ideas Portal
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2. Client Portal

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Add documents from a message to a case

When a clients send me documents via a message through their TN portal, allow me to upload those documents directly to their case without first having to upload them to my computer and then to their case. I prefer not to have client-sensitive info...
Rachael Hendry 7 months ago in Messaging 0 Future consideration

Select which individuals in contact network get intake forms (Family Accounts)

Within a client's contact network, allow me to select who gets access to which forms. In the case of divorced parents, sometimes mom doesn't want to see what dad fills out and vice versa. Or in the case of guardians, the guardian may need to fill ...
Guest about 4 years ago in Intake Forms 29 Future consideration

Show more recurring appointments in the client portal

Allow clients to see more of their upcoming sessions in the Client Portal so they can plan appropriately for vacations without having to contact the organization.
Stephen Luna - Admin about 2 months ago in Appointments & Scheduling 0 Future consideration

Improve portal status visibility when contacts are invited

It would be helpful to have clearer visibility into the status of a portal account when a contact (such as a parent or guardian) is invited instead of the client. Currently, the portal may show as "inactive" even when the contact has been invited ...
Tricia Smith 27 days ago in Client Account Management 0 Future consideration

Add the WHODAS (World Health Organization's disability assessment) as an intake form

Add the WHODAS as an intake form that I can send to clients on the Client Portal.
Liz Weisenburger about 2 months ago in Intake Forms 0 Future consideration

Block unconfirmed appointments on the calendar until confirmed/declined

Automatically block off time on the calendar when a client requests a new appointment until you confirm or deny the request. As it is, multiple clients can request the same time.
Guest almost 7 years ago in Appointments & Scheduling 33 Future consideration

Keep appointments in "Upcoming" until end of session

It is very confusing for clients who attempt join a telehealth session via their calendae appointment at 1 minute past the session (or more) to discover they cannot find their appointment listed in the "upcoming appointments" folder.
Guest about 5 years ago in Appointments & Scheduling 27 Future consideration

Ignore DST for system generated emails for treatment plan reviews

Email reminders about treatment plan reviews should always send at the same time regardless of daylight savings.
Guest 3 months ago in Client Account Management 0 Future consideration

Send assessments to clients automatically

Add the option to automatically send assessments to clients on a specific cadence (e.g., monthly, bi-monthly, quarterly, or yearly).
Guest 8 months ago in Client Account Management / Clients & Groups 0 Future consideration

Notify me when a client updates or deletes a credit card

Send me a notification when a client updates or deletes their credit card on the Client Portal.
Caitlin D. 3 months ago in Client Portal Payments 0 Future consideration