Ensora Mental Health Ideas Portal
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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

Add payers to the detailed attendance report

When running the detailed attendance report, allow me to include the client's primary, secondary, and tertiary payers.
Guest over 3 years ago in Reporting 9 Future consideration

Appointment status overrides service type validation

Sometimes we create a progress note for missed visits to document outreach. However, if there is a service type validation we can't save the progress note with the correct duration. If the appointment status is a canceled status, then ignore any s...
Daniel Lechleiter 2 months ago in Notes & Cases 0 Future consideration

Show more than 15 staff members per page in the staff calendar view

Allow me to see more than 15 staff in the Staff calendar view. Right now I can only show up to 15 staff at one time.
Kayla Wilson 2 months ago in Calendar & Scheduling 0 Future consideration

Specify time zone for clients

Allow me to set the time zone for each client and have appointment reminders and portal scheduling display the client's time zone.
Guest almost 2 years ago in Clients & Groups 3 Future consideration

Implement payroll system in TheraNest

Pay therapists through TheraNest
Guest over 6 years ago in Practice Management & Administration 9 Future consideration

Display client credit on Agenda

If a client has a credit, allow me to view how much their credit is on the Agenda.
Guest about 6 years ago in Calendar & Scheduling 4 Future consideration

Hold client communication until resume of business hours

Many transactions related to payments, statements, collections, etc. occur after business hours. Allow us to create the invoice or payment link, but if made after 7 pm, queue up the email as a delay and send it out at 8 am the next morning.
Cindy Hooper 4 months ago in Billing & Payments 0 Future consideration

Show states in alphabetical order when entering a client's address

Display the states in alphabetical order when entering an address for a client.
Cindy Hooper 4 months ago in Client & Billing Details 0 Future consideration

Don't allow me to enter future dates in birthdays and reports

When entering a client's birthday or running some reports, TheraNest will accept dates far in the future (e.g., 01/01/2052). Warn me when I enter a date this far in advance to help me review and correct my potential errors.
Cindy Hooper 4 months ago in Clients & Groups 0 Future consideration