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Ensora Mental Health Ideas Portal
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Pinned ideas

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 450
263 VOTE

Add ability to apply write-offs to invoices when processing ERA payments

In the same workflow of processing and applying an ERA payment, add the ability to write-off any remaining insurance balance due and have it reflected in the client's ledger.
Guest over 7 years ago in Billing & Payments 34 Completed
253 VOTE

Add more control of editing and sending calendar/scheduling alert emails sent to clients and groups

I have a very tightly booked schedule and sometimes make mistakes and have to fix something, particularly while making future appointments. I feel this should happen behind the scene until things are right. However, people who are subscribed the p...
Guest about 7 years ago in Messaging & Notifications 91 Completed
220 VOTE

Store "Customize Grid" selections

When I adjust the grids for client statements or other reports using the "Customize Grid" dropdown, I want it to save my choices so when I direct away from and return to the page, the options selected previously are pre-selected.
Guest over 6 years ago in Reporting 77 Completed
302 VOTE

Add log of when statements/invoices/superbills are emailed to clients

It would be great if there was a record on each client's ledger when the last statement or invoice was sent to them. We need to be able to track dates of when invoices/statements were sent to clients in order to give them a 2nd Notice or 3rd Notic...
Guest over 9 years ago in Billing & Payments 50 Completed
287 VOTE

Report of clients by insurance payer

It would be great to be have a Client List per Insurance/Insurer as a quick reference to who has what insurance.
Guest about 9 years ago in Reporting 49 Completed
222 VOTE

Allow non-admin staff members to invite clients to client portal

Grant ability to invite client to client portal to non-admin users. Clients can only be invited from the client portal settings page, which is located under the Organization tab. As a result, only admins can invite new clients to the portal.
George Coyne, III over 7 years ago in Invitations 85 Completed
203 VOTE

Add chat functionality to telehealth sessions

When I'm in a telehealth session, allow me to chat with my client(s) so that if we lose audio I can help them troubleshoot.
Guest almost 7 years ago in Conducting Telehealth Sessions 44 Completed
102 VOTE

Add template for Good Faith Estimate

Have TheraNest create a template for a Good Faith Estimate in Dynamic Forms.
Guest over 3 years ago in Notes & Cases 17 Completed
186 VOTE

Ability to schedule recurring Telehealth sessions

Wanted to ask around scheduling regular teletherapy visits, it doesn't look like I have the option to schedule multiple visits when I select that it is a teletherapy session.
Guest almost 7 years ago in Telehealth Appointments 94 Completed
252 VOTE

Add Progress Notes from the Calendar

It would make it easier to write a note from the calendar instead of having to go into each individual client or the agenda.
Guest almost 10 years ago in Calendar & Scheduling 39 Completed