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

Mobile friendly intake

Intake forms should be mobile-friendly, meaning clients should be able to successfully complete them from their cellular devices. Several clients have mentioned that they cannot successfully save and submit intake forms when completing them on the...
Guest almost 6 years ago in Practice Management & Administration 2 Future consideration

Add or remove archived clients in reports

When running certain reports, allow me the option to include or not include archived clients.
Guest almost 7 years ago in Reporting 14 Future consideration

Auto-format fields (dates, State, phone number etc.)

It would be great if there was uniformity in format for all the date fields to preopulate the slashes. Like the eligiblity date on the insurance screen requires slashes but you should be able to just enter MMDDYYYY like so many other screens.
Guest almost 5 years ago in Clients & Groups 21 Future consideration

Switch back to old navigation

Allow me the option to switch back to the old navigation.
Guest over 2 years ago in Practice Management & Administration 9 Future consideration

Hide or remove tabs from clients and cases

I would like the ability to hide or remove tabs in the Client's profile as well as Cases that are not relevant to my practice or I don't use. For example, we don't bill so I'd like to remove the Bill To & Insurance tab.
Guest over 2 years ago in Clients & Groups 4 Future consideration

Automatic generation of tasks

Allow me to set up a rule so that certain tasks are automatically generated in my task list. For example, when I add a new client I want tasks generated for inviting them to the portal, scheduling an appointment, etc.
Guest almost 3 years ago in Practice Management & Administration 13 Future consideration

Allow group telehealth sessions with non-client attendees

It would be beneficial to be able to have multiple family members (e.g., teenager and parent) join the telehealth session from multiple devices (e.g., teen in one room, parent in another). I paid for the group telehealth option thinking that it wo...
Guest about 5 years ago in Conducting Telehealth Sessions 8 Future consideration

Save sorting selections in client list

If I'm viewing the client list and sort the table, have TheraNest save my sorting preferences so if I navigate away and come back the sorting doesn't reset.
Guest over 2 years ago in Clients & Groups 2 Future consideration

Appointment Status Update Reason

When updating an appointment's status, do not require a reason to be selected. This is especially applicable to No Show appointments, as a reason for the no show is often not available.
Guest 5 months ago in Appointments & Scheduling 0 Future consideration

Automatically send client superbill when credit card is charged

Allow me to send a superbill to a client when payment is collected.
Guest over 6 years ago in Billing & Payments 13 Future consideration