Ensora Mental Health Ideas Portal
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Showing 2012 of 2012

Quicker way to mark multiple invoices as paid in client ledger

Allow me a quicker way to mark multiple invoices as paid in a client's ledger.
Guest over 3 years ago in Billing & Payments 1 Future consideration

Mark multiple invoices as paid in Batch Invoicing

When working in Batch Invoicing, allow me to mark multiple invoices as paid across multiple clients so I don't have to go into each client's ledger individually.
Guest over 3 years ago in Billing & Payments 0 Future consideration

Display client's date of birth on the agenda

Option to have the client's date of birth easily accessible on the agenda.
Guest almost 5 years ago in Calendar & Scheduling 2 Future consideration

Display archived date on archived clients list

Allow me to see the date I archived the client when viewing the list of archived clients.
Guest almost 6 years ago in Clients & Groups 1 Future consideration

Allow payment plans for invoices & statements

As a self-pay provider, I often provide payment plans for larger bills (e.g. if a bill is $1000). Allow me the option to include information about a payment plan when sending invoices or statements to clients.
Guest almost 6 years ago in Billing & Payments 1 Future consideration

Allow clients to see if they have a credit on the client portal

If a client has an unapplied payment/credit on their account, allow them to see that on the client portal.
Guest about 1 year ago in Client Portal Payments 1 Future consideration

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

Allow special characters on staff and client names

Allow me to add special characters to staff or client names.
Guest over 3 years ago in Practice Management & Administration 0 Future consideration

Show on Payment Methods report if the payment was made on the Client Portal

When running the Payment Methods report, allow me to see if the payment was made on the Client Portal.
Guest about 1 year ago in Reporting 1 Future consideration

Separate assigned staff in client list

When viewing the client list, separate the assigned staff into therapists and supervisors.
Guest over 3 years ago in Clients & Groups 1 Future consideration