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Ensora Mental Health Ideas Portal
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Pinned ideas

PINNED Show group note status on the group's appointment history
When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

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Showing 1824

Create cancellation status for holidays

Allow me to update an appointment and mark it as canceled due to a holiday to distinguish this type of cancellation from a client cancellation.
Guest almost 3 years ago in Calendar & Scheduling 2 Future consideration

Add date of service to credit card charges report

When viewing the credit card charges report (Therapy Brands Pay/Vantage) allow me to view the date of service the charge is related to.
Guest 9 months ago in Billing & Payments 0 Future consideration

Add list of therapists to be displayed in contact log if relationship is set to therapist

When I create a contact log entry and specify the relationship to the client as "Therapist", include a dropdown of all the providers at my practice so I don't have to type in their name.
Karambir Khalsa 9 months ago in Notes & Cases 0 Future consideration

Add page numbers to intake forms

Show page numbers when viewing the PDF of an intake form.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Delete upcoming appointments when deactivating a staff member

Automatically delete any upcoming appointments when I deactivate a staff member.
Guest over 5 years ago in Practice Management & Administration 0 Future consideration

Cancel all client appointments if family appointment

If the appointment is associated with a family case, allow me to cancel the entire family appointment for everyone rather than having to update the status for each individual on the appointment.
Guest over 6 years ago in Calendar & Scheduling 1 Future consideration

Show paid amount under paid/processed claim tab after posting via Manual Insurance Payments

After I've posted a payment manually using the Manual Insurance Payment feature, include adjustment details and payment amount in the Paid/Processed tab under claims.
Allison zBouie over 1 year ago in Billing & Payments 0 Future consideration

Hide form name on dynamic forms

Allow me to hide the form name when I create a Dynamic Form so it doesn't appear at the top of the page.
Guest almost 3 years ago in Clients & Groups / Dynamic Forms 2 Future consideration

Change defaults when applying a payment

When I apply a payment, change the defaults that appear so that I don't have to change them every time. For example, make the default "insurance" rather than "client" and leave the amount fields blank.
Guest over 4 years ago in Billing & Payments 5 Future consideration

Disallow input of non-approved items in mental status exam section

Lock the mental status exam fields so that trainees and associates cannot add their own text/non-approved options or items. Same for Risk Assessment section.
Katherine Thomas 9 months ago in Notes & Cases 0 Future consideration