Ensora Mental Health Ideas Portal
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Include a log of all reminders (email, phone, text)

There is a log for only text reminders, but no way to verify that an email was sent and no consolidated log of phone reminders
Guest over 10 years ago in Calendar & Scheduling 7 Future consideration

Remember items per page preferences

At the bottom of the client page, there is the option to select the number of clients that display. Have TheraNest remember what number I set so I don't have to set it every time I view the client list or other similar places in TheraNest.
David Russ almost 4 years ago in Clients & Groups 14 Future consideration

Customize client details page

Allow me to add and remove fields to the client's details and additional details so that I can track additional information outside of what TheraNest provides.
Guest about 11 years ago in Clients & Groups 11 Future consideration

Display client's preferred name throughout TheraNest

I'd like for all account information to show the client's preferred name, unless it has to do with billing. It's quite difficult to respect a trans client's preferred name when their non-preferred or "dead name" is constantly being flashed in fron...
Guest over 4 years ago in Clients & Groups 9 Future consideration

View EOBs in TheraNest with Apex

It would be great to view the EOB in TheraNest not just the ERA adjustments. You can view these through any clearinghouse, however since Apex is integrated in TN we cannot view the actual EOB. It is easier for some to see the EOB in a pdf rather t...
Guest almost 5 years ago in Billing & Payments 6 Future consideration

Distinguish between billed and paid appointments when viewing the calendar

When viewing a client's appointment on the calendar, allow me to easily identify if the session has been invoiced and if the invoice has been paid.
Guest about 3 years ago in Calendar & Scheduling 8 Future consideration

Add ability to reschedule telehealth appointments

It would be helpful to be able to Reschedule a Telehealth session if a client asks for a different day or time. At present it seems that you can only cancel or move the appointment but I like to track rescheduling of appointments too.
Guest about 5 years ago in Telehealth Appointments 4 Future consideration

Filter batch invoicing by note status

When processing existing invoices, allow me to filter invoices by whether the notes are complete or incomplete.
Guest over 2 years ago in Billing & Payments 3 Future consideration

Report on number of clients seen per therapist

Allow me to run a report that displays the number of clients a therapist has seen over a given time period.
Guest almost 11 years ago in Reporting 3 Future consideration

Autosave dynamic forms, treatment plans, and assessments

Autosave dynamic client or case forms, as well as treatment plans and initial assessments that I'm filling out so that if I navigate away and forget to save, all of my work is there on the screen when I come back. I know the draft copies are saved...
Guest over 1 year ago in Dynamic Forms / Notes & Cases 2 Future consideration