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

Show CC fees in payroll report

Allow me the option to view the credit card fee in the payroll because I pay my staff based on what they took in, which would be the amount minus any credit card fees.
Guest about 3 years ago in Reporting 1 Future consideration

Show the last 4 digits of credit card on Superbills.

Currently they only appear on Statements, but Statements are missing other necessary items like Units and Place of Service.
Guest over 4 years ago in Billing & Payments 0 Future consideration

Include secondary insurance in client import

When importing clients into TheraNest, allow me to include their secondary payers as well so I don't have to do this manually.
Thomas The Test Engine about 3 years ago in Clients & Groups 0 Future consideration

Billing

I need the ledger to stop rounding down to one hour increments. If a job was for 1.50 hours (an hour and a half), please calculate it all - not just the one hour. Another example: If therapist saw client for 1.75 (one hour and 45 minutes), please ...
Guest over 4 years ago in Billing & Payments 0 Future consideration

Send COVID screening questionnaire before appointment

Create a COVID screening questionnaire and have it sent automatically to clients 24hrs before their appointment.
Guest over 4 years ago in Clients & Groups 0 Future consideration

Optional color coded service types

Make the color-coded service types an optional feature because I find the colors distracting.
Guest over 4 years ago in Calendar & Scheduling 0 Future consideration

Document mental status for family members

Allow me to notate/document the mental status of family members in family sessions. Right now I can only document it for the client.
Guest over 4 years ago in Notes & Cases 0 Future consideration

Change credit card sum processing time

Currently, the sum deposited into my account reflects all transactions processed before 4 PM CT. Change it to midnight so that it's easier to reconcile with reports.
Guest about 3 years ago in Reporting 1 Future consideration

Report on client retention rate

Similar to the Retention Rate report for therapists, show me which clients have only attended 1 session, 2-5 sessions, etc.
Guest over 4 years ago in Reporting 0 Future consideration

Show/hide recently viewed clients

Allow me to remove the "recently reviewed clients" at the top of the screen.
Guest over 4 years ago in Clients & Groups 1 Future consideration