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Ensora Mental Health Ideas Portal
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Client & Billing Details

Showing 17 of 2035
256 VOTE

Allow clients to review and sign treatment plans from the client portal

If there can be a way that clients can review and sign their treatment plans through the portal and that finalized doc would then be downloadable, that would be great.
Guest almost 7 years ago in Client & Billing Details 83 Future consideration
111 VOTE

Make demographic fields on client portal required

Allow me to make certain demographic fields that appear on the client portal required.
George Coyne, III over 5 years ago in Client & Billing Details 30 Future consideration

Identify client's insurance as plan year or calendar year

Allow me to note whether a client has a plan year or calendar year for insurance purposes because it helps with insurance verification.
Guest 7 months ago in Client & Billing Details 0 Future consideration

Allow clients to sign progress notes from Client Portal

Allow clients to review and sign progress notes from the Client Portal.
Guest about 5 years ago in Client & Billing Details 6 Future consideration

Change Client Details "Marital Status" Field label to "Relationship Status"

Change the Client Details "Marital Status" Field label to "Relationship Status" to be more inclusive.
Lacey Yee 9 months ago in Client & Billing Details 0 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

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 7 months ago in Client & Billing Details 0 Future consideration

Allow clients to journal in client portal

Create a feature that allows my clients to journal any thoughts they may have about sessions and progress and allow them to share their journal entries with the provider(s) assigned to their case.
Guest over 4 years ago in Client & Billing Details 3 Future consideration

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 10 months ago in Client & Billing Details / Notes & Cases 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 almost 5 years ago in Client & Billing Details 1 Future consideration