Ensora Mental Health Ideas Portal
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2. Client Portal

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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 almost 4 years ago in Appointments & Scheduling 3 Future consideration

Allow archived client's to access client portal

Allow archived clients to access the client portal so they can continue to make payments or request new appointments if needed.
Guest almost 7 years ago in Client Account Management 5 Future consideration

Make it easier to view a client's future appointments

Make it easier to see a client's future appointments. Right now I have to run a report or go to the client's appointment history, add filters, and sort the date. I need to get to this information quicker.
Jackie Wasson 6 months ago in Client Account Management 0 Future consideration

Change "save & next" button on the client portal

When a client fills out an intake form on the client portal, the "save & next" button looks disabled even though they can click it to navigate to the next form.
Guest about 1 year ago in Intake Forms 0 Future consideration

Update name fields on client portal to "Preferred"

Currently, when clients sign up for the portal, they are prompted to enter their first and last name. In order to make the portal (and therefore my clinical care) affirming of transgender clients, the portal should instead specifically ask for cli...
Guest over 4 years ago in Client & Billing Details 1 Future consideration

Make Clients Complete forms before scheduling appointments

A suggestion for the design team…I mean this in a helpful way...it would be so nice to be able to use the “new appointment” link as an initial connect with prospective clients then have them be able to go back in (once they’ve signed up for my ser...
Guest about 4 years ago in Appointments & Scheduling 0 Future consideration

Pull forward the date from the CARC transactions as the payment date

When posting payments manually, pull the date from the CARC transactions and pull it forward as the payment date. When we manually post a payment and then add our Claim Adjustment Reason Codes, each CARC code has a date, which is the payment date/...
Cindy Hooper 6 months ago in Client & Billing Details 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

Allow clients to pay against balance rather than service lines

Allow my clients to make a payment that goes toward their entire balance rather than having them make a payment against a specific service line.
Guest about 2 years ago in Client Portal Payments 1 Future consideration

Update Calendar in real-time without having to refresh the page

If an appointment is created by a user and a different user is looking at the calendar, it appears as if the appointment time is free. However, it is not and the appointment can't be seen unless their screen is refreshed. This would be a benefit b...
Guest 7 months ago in Appointments & Scheduling 0 Future consideration