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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Allow practice to reset Client Portal password

Allow me to reset a client's Client Portal password.
Daniel Sheff 7 months ago in Client Account Management 0 Future consideration

Show intake forms individually on the client portal

If intake forms are sent as a bundle, show each form individually on the client portal instead of as a bundle. Sometimes my clients get overwhelmed and fatigued when they have to go through each form before signing.
Guest about 2 years ago in Intake Forms 2 Future consideration

Don't create a new case when navigating to notes

If I navigate to a client's notes and there isn't an open case, don't create a new one. I may only be looking at the notes to review notes from a closed case and I don't need a new case created.
Guest about 7 years ago in Notes & Cases 9 Future consideration

Add credit card information in the portal that populates in TheraNest

Allow clients to add their credit card information on the portal (without having to make a payment) that will then populate into TheraNest so I don't have to manually transfer credit card numbers from credit card authorization/consent forms.
Guest about 4 years ago in Client Portal Payments 15 Future consideration

Monthly statement/superbill generation

Allows me to automatically generate monthly statements or superbills for my clients.
Guest almost 9 years ago in Billing & Payments 23 Future consideration

Allow clients to select from a list of available appointment times rather than selecting from the calendar

I would prefer having new and existing clients pick from a list of available start times (chosen by the therapist) rather than using the calendar. With some therapists having both top of the hour (1:00) and half hour start times (1:30) this makes ...
Guest over 7 years ago in Appointments & Scheduling 30 Future consideration

Show clients flags on ledger

Allow me to view the client's flag(s) when on their ledger.
Guest about 3 years ago in Billing & Payments 8 Future consideration

View when invoices, superbills, and statements were sent from client ledger

Allow me to view when invoices, superbills, and statements were sent from the client ledger so I don't have to search through the activity log to find this information.
Guest about 4 years ago in Clients & Groups 17 Future consideration

Display session number in progress note

Number the notes for us so that we do not have to manually count how many sessions we have conducted with our clients? This helps with certain insurance groups that limit our sessions. Thank you!
Guest over 7 years ago in Notes & Cases 4 Future consideration

Implement client survey tool to capture feedback

Allow me to send my clients a survey to capture their feedback about their treatment at a certain frequency (e.g., I may want to send these surveys after every session, when their case is closed, etc.).
Guest over 5 years ago in Practice Management & Administration 15 Future consideration