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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Groups - delete members from appointments

When allowed to delete a member from an existing group, delete their future group appointments should be adjusted to delete from appoints automatically, or give me ability. I have group members gone a year, but names still show up in appointment l...
Guest over 4 years ago in Clients & Groups 2 Future consideration

Search by client ID when creating an appointment

When creating an appointment, allow me to search by the client ID in addition to the client's name.
Guest over 2 years ago in Calendar & Scheduling 1 Future consideration

Add address to prospective clients list

When adding a prospective client allow me to input their address.
Guest over 3 years ago in Clients & Groups 0 Future consideration

Share availability with clients outside of client portal

Allow me to share my availability with my clients without having them log into the client portal.
Guest over 2 years ago in Calendar & Scheduling 1 Future consideration

Report on claim processing fees

Allow me to run a report that will show me how much I've paid in claim processing fees for a given time period. I need to report on this for tax purposes.
Guest over 2 years ago in Reporting 1 Future consideration

Mark all ADLs and IADLs as independent

When viewing a client's ADLs and IADLs, allow me to quickly mark all of them as "Independent".
Guest about 1 year ago in Clients & Groups 1 Future consideration

Set payment override amount by service type

Allow me to set a payment override amount based on service type, rather than having it apply to all service types.
Shaelene Lauriano about 7 years ago in Billing & Payments 3 Future consideration

Send check-in message to clients prior to appointment

Allow me to send a message to my clients 24-48 hours prior to their appointment asking them to check-in.
Guest about 1 year ago in Calendar & Scheduling 1 Future consideration

Report on invoice notes

Allow me to run a report that will display the notes that I've added to invoices (invoice footnotes, line item notes, payment notes).
Guest over 3 years ago in Reporting 1 Future consideration

Have the contact log on the same tab as the progress notes

Allow me to view my contact log notes and progress notes in the same list so I can see everything at once.
Guest over 3 years ago in Notes & Cases 0 Future consideration