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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Indicate if allowed to charge saved credit card

Allow me to notate if we have permission to charge a client's saved credit card. Our clients must sign a credit card authorization form before we can charge their card. When clients pay online and save their card, it populates in TheraNest but the...
Guest about 3 years ago in Billing & Payments 1 Future consideration

Change order of dropdown choices in Dynamic Forms

When I create a Dynamic Form and use a dropdown form element, allow me to rearrange the order of the dropdown choices so I don't have to retype them.
Guest about 3 years ago in Dynamic Forms / Practice Management & Administration 1 Future consideration

Add form count to each case or client form

When creating a Case or Client dynamic form and viewing the tabs in the client's details or case, have a count on each tab so I can see how many times the form has been filled out.
Guest about 3 years ago in Clients & Groups 0 Future consideration

Notify me when a payment is made to my client's ledger

If I'm assigned to a client, send me a notification when a payment is made to their ledger.
Guest about 3 years ago in Billing & Payments 1 Future consideration

Allow more than 8 client flags

Allow me to assign more than 8 flags to a client.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Tab through forms to save

Allow me to use the Tab key on my keyboard to navigate through sections of TheraNest and submit data. For example, I'm able to tab through sections when adding a contact log entry, but I can't tab to the Save button to save the entry.
Guest about 3 years ago in Notes & Cases 1 Future consideration

Scroll calendar when moving appointments

When I click and move an appointment make the calendar scroll so I can move it to an appointment later in the day without having to move it twice.
Guest about 3 years ago in Calendar & Scheduling 0 Future consideration

Customize group note template

Allow me to customize the group note template in TheraNest.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Feedback Informed Care (FIC)

Allow my clients to complete FIC modules that I can report on to track progress.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Add staff member who made status change to the No Show Appointments report

When running the No Show Appointments report, allow me to view the staff member who changed the status of the appointment, similar to how it's displayed in the Canceled & Rescheduled Appointments report.
Andrea Mills about 6 years ago in Reporting 0 Future consideration