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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View ERA payments by payer

Allow me to see ERA payments for each payer including the total amount and where the payment was allocated.
Guest over 1 year ago in Billing & Payments 2 Future consideration

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

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

Make save & e-sign button separate rather than under a dropdown

When working on a clinical document, make the "save & e-sign" button a separate button rather than a dropdown under the "save" button.
Guest over 6 years ago in Notes & Cases 2 Future consideration

Show/hide recently viewed clients

Allow me to remove the "recently reviewed clients" at the top of the screen.
Guest almost 5 years ago in Clients & Groups 1 Future consideration

Display scheduling conflict when creating appointment

When I'm creating an appointment on the calendar and it tells me there's a conflict for that date & time, show me what the conflict is so I can easily remedy it.
Guest almost 5 years ago in Calendar & Scheduling 0 Future consideration

Integrate with IvyPay

Have TheraNest integrate with IvyPay for client billing.
Greenhouse Therapy Center almost 5 years ago in Billing & Payments 0 Future consideration

Add multiple clients to one invoice or statement

As a private practice therapist, I have contracted with another agency to provide services to some of their clients. I use their system for note-writing, but do put those clients on my TheraNest calendar. Allow me to create an invoice that include...
Guest almost 5 years ago in Billing & Payments 0 Future consideration

Apply client signature before finalizing the note

Allow me to apply the client's signature before finalizing the note so they can sign it at the end of the session, but I can go back and finish the note later.
Ilissa Ducoat almost 5 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