Ensora Mental Health Ideas Portal
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Move claims from paid to accepted

Allow me to move a paid claim back to "Accepted" instead of having to go through "Submitted" again. We receive ERAs for $0, and there's still a balance due, so I need to follow up.
Guest about 1 month ago in Billing & Payments 0 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

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

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 about 2 years ago in Clients & Groups 3 Future consideration

Rename set payment amount field

When inputting a "set payment amount" for a client the field name is confusing. It's really about setting the fee amount and should be renamed.
Norman Kohn about 1 month ago in Clients & Groups 0 Future consideration

Increment start times and end times by 1 minute in progress notes

The start time and end time fields should increment by 1 minute when scrolling through times in a progress note.
Guest 4 months ago in Dynamic Forms 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

Require room selection when creating an appointment

Allow me to make the room selection required when my staff create appointments.
Guest almost 2 years ago in Calendar & Scheduling 3 Future consideration

Change the service type for multiple appointments at once

Allow me to change the service type for multiple appointments at once.
Guest 5 months ago in Billing & Payments 0 Future consideration

Show client ID rather than initials on calendar

When I have the setting to only show the client initials on the calendar, allow me to show the Client ID instead.
Guest almost 2 years ago in Calendar & Scheduling 7 Future consideration