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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Copy place of service from last note when copying note from previous session

When I copy a progress note from the previous session, have the place of service copy forward rather than defaulting to the default POS.
Guest over 1 year ago in Notes & Cases 1 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

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

Automatically add late fee to unpaid invoices

Allow me to automatically add a late fee to invoices that haven't been paid in a certain number of days.
Guest over 1 year ago in Billing & 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

Print progress notes from progress notes page

When viewing a client's progress notes, allow me to print the progress notes from this page.
Guest about 4 years ago in Notes & Cases 1 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

Filter Appointments History Breakdown by date

Allow me to run the Appointments History Breakdown report for a certain date range.
Guest over 6 years ago in Reporting 1 Future consideration

Exclude insurance amount from invoices

Allow me to exclude the insurance amount from invoices like I can with statements.
Guest about 4 years ago in Billing & Payments 0 Future consideration