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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104 VOTE

Add ability to create progress notes and view linked notes from client Appointments list

I wish when i clicked on a clients profile and selected appointments, it would show if a note was missing and allow me to enter it from there.
Christina Edrington over 8 years ago in Clients & Groups 29 Future consideration

Block unconfirmed appointments on the calendar until confirmed/declined

Automatically block off time on the calendar when a client requests a new appointment until you confirm or deny the request. As it is, multiple clients can request the same time.
Guest about 7 years ago in Appointments & Scheduling 33 Future consideration

Add spellcheck

Add spellcheck to TheraNest so I can catch spelling mistakes more easily.
Guest almost 5 years ago in Messaging & Notifications 9 Future consideration

Keep appointments in "Upcoming" until end of session

It is very confusing for clients who attempt join a telehealth session via their calendae appointment at 1 minute past the session (or more) to discover they cannot find their appointment listed in the "upcoming appointments" folder.
Guest over 5 years ago in Appointments & Scheduling 27 Future consideration
109 VOTE

Share form templates with other TheraNest users

Allow me to share my Dynamic Form templates with other TheraNest users and have them share their forms with me.
Guest almost 9 years ago in Notes & Cases 16 Future consideration
101 VOTE

Designate clients as private pay

Allow me to designate a client as private pay so that I can run billing reports for insurance clients separate from private pay clients.
James Kinskey, LICSW over 8 years ago in Clients & Groups 9 Future consideration

Display client's secondary insurer copay in the client's details and ledger

If a Client has a Secondary Insurer, display the Secondary Insurer copay along with the Primary Insurer copay on the Client Details page and within the Client's Ledger.
Tiffany Cornilsen 10 months ago in Billing & Payments 0 Future consideration

Add staff to Credit Card Charges report

Add the staff name to the Credit Card Charges report so I can see who took the charge.
Guest almost 4 years ago in Reporting 24 Future consideration

Increase daily limit on deleting clients

Currently, the software limits deleting clients to three per 24 hours. While it seems reasonable to have a limit on this in the event of hacking, three is too low for the volume of business that we do and the number of clients we manage. We propos...
Kenneth Buckle, Psy.D. 7 months ago in Clients & Groups 0 Future consideration
125 VOTE

Send mass email or text alert to clients

Allow me to send a mass email or text to all of our clients so I can share important clinic information. Although I can send a mass secure message to the portal, not all of our clients are on the client portal.
Guest over 10 years ago in Messaging & Notifications 15 Future consideration