Ensora Mental Health Ideas Portal
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2. Client Portal

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Change Client Details "Marital Status" Field label to "Relationship Status"

Change the Client Details "Marital Status" Field label to "Relationship Status" to be more inclusive.
Lacey Yee 9 months ago in Client & Billing Details 0 Future consideration

Autosave portal forms

Autosave portal forms that clients are filling out. We've had clients not click the "save" button and lose all the information they entered, particularly with longer forms.
Guest over 4 years ago in Intake Forms 7 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 2 months ago in Client Account Management 0 Future consideration

Allow underscores "_" in portal invite messages

I need to be able to add my email into the client invitation message to join the portal. My email address includes the use of the underscore "_", but it's currently a prohibited value.
Guest 4 months ago in Invitations 0 Future consideration

Set how far out clients can book appointments on the portal

Allow me to set how far out clients can book appointments on the client portal. Right now they can schedule 2 months out, but I may only want them to schedule one month out.
Guest over 3 years ago in Appointments & Scheduling 8 Future consideration

Create a Client Portal app for clients

I'd love to see a mobile app for clients where they could open the app and complete intake documents or send secure messages.
Guest over 7 years ago in Client Account Management 11 Future consideration

Allow other staff to manage unconfirmed appointments

Currently, if a client requests an appointment online, an alert is only sent to the therapist. As an office manager, I would like to be able to see all pending appointments so I can make sure they are getting approved within 24 hours.
Guest almost 6 years ago in Appointments & Scheduling 17 Future consideration

Client notes, assessments, documents available through the portal

I would love it if the tools we use for ongoing care, Release of Information, Minor Consent to Treat, the PCL 5 for trauma, the PHQ9 , the Beck Depression inventory could be available to complete electronically through the portal.
Guest about 7 years ago in Intake Forms 7 Future consideration

Customize client portal invite message

Allow me to customize the default client portal invitation message outside the invitation process so I don't have to change it every time I invite someone to the portal.
Guest over 6 years ago in Invitations 11 Future consideration

Track sent, pending, accepted client portal invitations

I have sent Therabook invitations to several clients at one time, but then maybe one or two don't always sign in to the portal in a timely manner. A week or two passes, and then I can't remember who I have sent invitations to and who I maybe overl...
Guest almost 8 years ago in Invitations 8 Future consideration