Ensora Mental Health Ideas Portal
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Notate primary contact in client's details

Allow me to identify the primary contact for a client in their client details or their contact log.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Link invoice to payment link/portal

When sending a one-time payment link, allow the client to view the invoice that's associated. Additionally, if I send an invoice to a client, provide a one-time payment link or a link to the client portal.
Guest about 1 year ago in Billing & Payments 0 Future consideration

Add reminder log to default permissions

As an admin, allow me to give my front desk staff access to a client's reminder log.
Guest almost 4 years ago in Practice Management & Administration 3 Future consideration

Add filters to Detailed Client report

When running the Detailed Client report, allow me to apply filters so I can view all clients associated with a particular referral source or location.
Guest almost 4 years ago in Reporting 1 Future consideration

View client balance on appointment block

Allow me to view the client's balance on the appointment block or have a separate box appear with this information when hovering over the appointment so I don't have to leave the calendar to view this information.
Guest almost 4 years ago in Calendar & Scheduling 2 Future consideration

Copy from last session based on date of service

When I add a progress note from the missing progress notes report and copy it from the last session, have it copy from the last session based on the date of service rather than the last completed note.
Guest over 2 years ago in Reporting 1 Future consideration

Add service type filter to missing progress notes report

When I run the missing progress notes report, allow me to filter the results to only include certain service types.
Guest almost 4 years ago in Reporting 1 Future consideration

Provide ICS file for calendar syncing

Allow me to get an ICS file so I can sync my TheraNest calendar with another external calendar.
Guest over 2 years ago in Calendar & Scheduling 1 Future consideration

In-app timer to calculate minutes spent in a session

Allow me to start and stop a timer in TheraNest that will calculate how long I've been in a session with a client.
Guest over 6 years ago in Notes & Cases 3 Future consideration

Verify correct telehealth session

When I click the link to launch a telehealth session, allow me to see the client name(s) that are going to be joining the session before I enter the waiting room. Sometimes I click the wrong link, so I need to verify I'm in the right session befor...
Guest over 1 year ago in Conducting Telehealth Sessions 1 Future consideration