Ensora Mental Health Ideas Portal
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2. Client Portal

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Populate demographics information from Client Details/Additional Details tabs on Client Forms

After adding Demographics on the Client Details and Additional Details tabs, populate the Demographics information on Client Assessments, Notes, and Forms.
Guest about 1 year ago in Client & Billing Details / Notes & Cases 0 Future consideration

Display warning on client portal to not contact if emergency

Allow clinicians to display a warning to not use the client portal for clinically urgent matters and to call the office or the local crisis number if the client cannot wait for the next time they have an appointment.
Guest over 3 years ago in Client Account Management 5 Future consideration

Change "submit" to "request" when making appointments on the client portal

When a client schedules an appointment on the Client Portal, change the "Submit New Appointment" button to "Request New Appointment" to make it more clear the appointment is a request and needs to be confirmed by the provider.
Guest about 2 years ago in Appointments & Scheduling 1 Future consideration

Set portal self-scheduling availability per client

Allow me to set when certain clients can self-schedule on the client portal. For example, I may want one set of clients to only be able to schedule on certain days (e.g., MWF) or certain times of the month (e.g, first and third weeks of the month).
Guest about 4 years ago in Appointments & Scheduling 3 Future consideration

Populate location based on service type

When creating an appointment, have the location automatically populate based on the service type I select. We offer free phone consultations, and it would be easier if our "Phone" location was automatically selected if the consultation service typ...
Lara Davis about 1 year ago in Appointments & Scheduling 0 Future consideration

Only show available forum types when client's self-schedule

If I've only set my availability as Telehealth don't show the "In-person" option when clients request appointments on the Client Portal.
Lara Davis about 1 year ago in Appointments & Scheduling 0 Future consideration

Allow clients to print secure messages

Allow clients and contacts to print secure messages from the client portal.
Guest 7 months ago in Messaging 0 Future consideration

Automatically send intake forms when a new client is created

Having the option to email intake forms automatically pop-up when a new client is entere versus having to manually go to the client portal portion to lookup the client and then send the forms
Guest over 6 years ago in Client & Billing Details 0 Future consideration

Allow couples to schedule group appointments through the client portal

Allow a couple or family to schedule a group appointment on the client portal.
Guest over 7 years ago in Appointments & Scheduling 2 Future consideration

Allow clients access to invoices/superbills without credit card processing

Allow my clients to view and print their invoices and superbills from the client portal without having to sign up for credit card processing through TheraNest.
Guest almost 4 years ago in Client Portal Payments 0 Future consideration