Ensora Mental Health Ideas Portal
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2. Client Portal

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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

Filter client list by clients without a flag

Allow me to filter the client list so I can see all clients that don't have a flag assigned.
Cindy Hooper 7 months ago in Client Account Management 0 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 almost 2 years ago in Appointments & Scheduling 1 Future consideration

Allow contact to still access secure messaging if archived

If a client is archived but the client is a contact of another client, allow them to still access secure messaging for their contacts.
Guest about 1 year ago in Messaging 2 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 about 7 years ago in Appointments & Scheduling 2 Future consideration

Update icons on the Client Portal

Can you change the "Billing and Insurance" icon on the client portal? If I'm trying to give clients step by step feedback on how to update that info, I'd literally have to say "Click on the dollar sign".
Guest about 1 year ago in Client Portal Payments 1 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 about 3 years ago in Client Portal Payments 3 Future consideration

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 about 2 years ago in Client Account Management 1 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 9 months ago in Client & Billing Details 0 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 9 months ago in Appointments & Scheduling 0 Future consideration