Ensora Mental Health Ideas Portal
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2. Client Portal

Showing 129 of 2017

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 over 1 year ago in Appointments & Scheduling 1 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 about 6 years ago in Client & Billing Details 0 Future consideration

Allow saved credit cards from contacts to show in TheraNest

If a contact from a client's contact network makes a payment on the client portal and saves the card for future use, then allow that credit card to be displayed and used in TheraNest.
Guest almost 3 years ago in Client Portal Payments 3 Future consideration

Don't select to group all appointments into a single claim when creating invoices from the agenda

When I create an invoice from the Agenda, don't automatically select the option to group all appointments onto a single claim.
Guest 8 months 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 almost 7 years ago in Appointments & Scheduling 2 Future consideration

Don't send new appointment email for previous service dates

If I have the Client Portal notification setting turned on to notify clients of newly created appointments, don't send the notification if the appointment date is prior to the current date. Sometimes we add past appointments to the calendar and it...
Jen Morrill 8 months ago in Appointments & Scheduling 0 Future consideration

Instructions for intake forms

Allow me to create instructions for our intake forms that the client sees when they fill out the form on the portal.
Lara Davis 8 months ago in Intake Forms 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 8 months ago in Appointments & Scheduling 0 Future consideration

Allow more than one client/family member to have access to the client portal

I have situations in which multiple family members (ie divorced parents where both parents have shared custody, parent and teen, etc) that need access to the client portal to be able to receive reminders, telehealth links, ability to pay, etc
Guest 8 months ago in Invitations 0 Already exists

Change verbiage on portal signup page if invitation was sent

If I've sent a parent an invite to the client portal, the signup page disables the name field but the instructions say to enter the minor's information, which is causing confusion for our parents.
Guest almost 2 years ago in Client Account Management 1 Future consideration