Ensora Mental Health Ideas Portal
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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 2015 of 2015

View when credit cards were updated

When viewing the client's ledger or Bill To & Insurance, show a history of client credit cards that were updated or added and by which staff member.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Email Progress Update to Referral Source

It would be helpful to have a simple way to enter referral, such as probation, attorney, court staff etc; and allow the system to send progress updates via email for each client. Ideally this would be one email with a PDF attachment of the client ...
Guest over 4 years ago in Clients & Groups 0 Future consideration

Allow clients access to invoices/superbills without credit card processing

Allow my clients to view and print their invoices and superbills from the client portal without having to sign up for credit card processing through TheraNest.
Guest over 3 years ago in Client Portal Payments 0 Future consideration

Portal reschedule/cancellation options per provider

My organization has turned off the client permission to reschedule/cancel sessions in TheraNest, but as a provider I would like the option to opt-in.
Guest 11 months ago in Appointments & Scheduling 0 Future consideration

Send invoices and statements via text message

Allow me to send invoices and statements to my clients via text message because my clients read their texts more than they read their emails.
Guest over 3 years ago in Billing & Payments 2 Future consideration

Show client flags in detailed attendance report

Allow me to see the client flags when running the detailed attendance report.
Guest over 2 years ago in Reporting 1 Future consideration

Link for Client Scheduling, Forms, Messaging, Etc. Without Creating Portal Account

I would prefer the ability to allow clients to schedule, submit forms, message, or access telehealth features w/ a link or general form that can be embedded onto my website and/or emailed without having clients set up a client portal account, such...
Guest over 4 years ago in Clients & Groups 2 Future consideration

Notification for client texts

Notify me when a client responds to a text I send.
Guest almost 2 years ago in Messaging & Notifications 2 Future consideration

Allow Copy and Paste of 1-time Payment Link

Some of our clients payments are managed by a parent. It would be helpful to be able to copy the 1-time Payment link and paste in email to parent.
Guest over 4 years ago in Billing & Payments 0 Future consideration

Notify assigned staff of new contact log entry

As a staff member assigned to a case, notify me or alert me when a new contact log entry has been created.
Guest over 3 years ago in Notes & Cases 2 Future consideration