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 2043 of 2043

Archive clients on prospective clients list

Allow me to archive clients that are on the prospective client's list so I don't have to activate them just to archive them. I don't want to delete them because I want to keep a record of these clients.
Guest over 3 years ago in Clients & Groups 4 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

Add last payment and last appointment date to invoice aging report

As this is the report that we use to track clients with outstanding client balances, it would be helpful for the report to include: the date of the last client payment, the date the client was last seen, and the date the client is scheduled to be ...
Kayla Wilson about 1 month ago in Reporting 0 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 almost 8 years ago in Appointments & Scheduling 30 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

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

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 almost 8 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

Create a tag or status for Staff to that they are not accepting new Clients

Create a tag or status for Staff to that they are waitlisting/not accepting new Clients to prevent new intakes or clients from being assigned. Include the ability to log the start and end date of the waitlist period to tract the history of the Sta...
Cindy Hooper 8 months ago in Calendar & Scheduling / Practice Management & Administration 0 Future consideration

Hide canceled appointments on the calendar

Allow me to hide canceled appointments on the Calendar and Agenda so that I can see my available time more easily.
Guest over 4 years ago in Calendar & Scheduling 13 Future consideration