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Ensora Mental Health Ideas Portal
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2. Client Portal

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Add alert when required fields are not completed in client intake forms

When clients miss a required field in their intake forms, they have to scroll down to the fields to see they've missed something instead of being alerted. I think making the warning more obvious could help, like a pop up or something like that.
Guest almost 6 years ago in Intake Forms 3 Future consideration

Add setting when staff member is not accepting new clients

It would be nice for clinicians to check a box that took them off of the Therabook system for new clients but allow existing clients to request appointments. Currently the only way is to deny the new client's initial request for an appointment. Th...
Guest over 7 years ago in Appointments & Scheduling 4 Future consideration

Notify clients of new and past due invoices

Allow me to remind clients through the client portal when a new invoice is available, and remind them again after so many days if an invoice hasn't been paid.
Guest about 8 years ago in Client Portal Payments 9 Future consideration

Set which staff member a client can schedule an appointment with on the portal

When setting up the client portal and allowing clients to self-schedule, allow me to select which staff member(s) a client can schedule with. We don't want them to just schedule with anyone.
Guest over 3 years ago in Appointments & Scheduling 4 Future consideration

Don't allow certain fields to be updated in the client portal

Allow me to lock certain fields in the client portal from being updated by clients. For example, we don't want them to update their insurance on the portal because then it causes problems with our billing.
Guest over 7 years ago in Client & Billing Details 13 Future consideration

Add "Send Client Portal Invite" option when adding a new client

At the bottom of each Add New Client box where we are putting in their name for the first time, to have a check box ‘send client portal invitation’ so we could check and send auto from there. And ideal if we get the option of whether to default th...
Guest over 6 years ago in Invitations 2 Future consideration

Add multifactor authentication to Client Portal

Add the ability to enable multifactor authentication for the Client Portal for portal signups and when logging in to add an extra layer of security for both clients and practices.
Guest 7 months ago in Client Account Management 1 Future consideration

Add Organization Staff to Client Portal Secure Messages

When sending a Client Portal Secure Message, add the ability to CC, BCC, and/or forward the message to other Organization Staff members.
Guest about 1 year ago in Messaging 0 Future consideration

Customize email that is sent to clients when they receive a new secure message

Allow me to customize the email clients receive when they have a new secure message on the Client Portal. I send messages on behalf of the provider and I want the message to indicate the provider it's "from" rather than me.
Guest 7 months ago in Messaging 0 Future consideration

Show states in alphabetical order when entering a client's address

Display the states in alphabetical order when entering an address for a client.
Cindy Hooper 8 months ago in Client & Billing Details 0 Future consideration