Ensora Mental Health Ideas Portal
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Add custom options to the Custom Form created

- When a specific custom form is created by using the Custom form template would like the option to be able to link the Clients detail such as Name, Treatment plan, and DX to the custom form before it is placed in the Case Notes Tab. - Custom for...
Guest over 4 years ago in Notes & Cases 0 Future consideration

Display client's name on warning when deleting clients

When deleting a client it would be great if the popup warning would include the client's name (similar to when you archive a client) so you can be sure that you are deleting the correct person.
Guest over 4 years ago in Clients & Groups 0 Future consideration

Include DSM codes on superbills

When printing superbills, include the DSM code instead of or in addition to the ICD diagnosis code. I diagnose clients based on DSM criteria so for clinical transparency, I would prefer that clients see the codes that most reflect my/our understan...
Guest over 4 years ago in Billing & Payments 0 Future consideration

Do not remove addendums from notes when unsigning

If I have to remove a signature to make corrections to a note, don't remove any addendums that have already been created.
Guest over 4 years ago in Notes & Cases 0 Future consideration

Send client records to other providers

We receive quite a few record requests - it would be ideal to have an email function from within TheraNest where we could email records/notes to requesting providers/family physicians.
Guest over 4 years ago in Notes & Cases 0 Future consideration

View full service type on the invoice

Please adjust the invoicing screen so that the billing type field/window does not truncate the text, so I can verify the correct billing code was used.
Guest over 4 years ago in Billing & Payments 0 Future consideration

Don't preview notes after saving

After I sign and save a client's note, don't open another screen that shows the PDF version of the document.
Guest over 4 years ago in Notes & Cases 0 Future consideration

Display last used options for "Hide a Suggestion" feature

When manually entering insurance payments and using the "Hide a Suggestion" drop-down, show the last few options I selected first to make it easier to find the ones I use frequently.
Guest over 4 years ago in Billing & Payments 0 Future consideration

Display calendar as Sunday to Saturday

Have the calendar displayed as Sunday to Saturday rather than Monday to Sunday because that's how most calendars are displayed.
Andrea Cook over 4 years ago in Calendar & Scheduling 0 Future consideration

Allow amending of secondary client ID numbers for additional cases

Allow amending of secondary Client ID numbers for clients who have multiple cases.
Guest over 4 years ago in Clients & Groups 1 Future consideration