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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Consolidate archived client & case forms

We create and archive a lot of dynamic forms for clients as client forms or case forms. Each form is displayed as a separate tab when viewing the client's details or case, and given how many we have it's hard to distinguish between the archived on...
Guest about 4 years ago in Notes & Cases 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 over 11 years ago in Clients & Groups 11 Future consideration

Customize Superbill template

Option to edit the template on the superbill. It will make this option so much more userfriendly!
Guest over 5 years ago in Billing & Payments 6 Future consideration

Show payment method when viewing invoice details

When viewing the details of an invoice show whether it was a client payment or insurance payment under "Invoice Payments and Refunds" and "Unapplied Payments".
Guest about 2 years ago in Billing & Payments 2 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 almost 5 years ago in Clients & Groups 9 Future consideration

Activity Log - Note Submitted for Approval

Add a new Activity Log entry for when a note is submitted to a supervisor for approval.
Frank Espinosa 6 months ago in Notes & Cases / Practice Management & Administration 0 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 about 11 years ago in Reporting 3 Future consideration

Separate appointment reminder preferences

Allow me to set a client's appointment reminder preferences that are separate from other communication. For example, a client may not want to receive emailed reminders but they do want to receive other communication via email.
Guest about 3 years ago in Messaging & Notifications 5 Future consideration

Conduct telehealth sessions between staff members

Allow me to use the telehealth feature to meet with staff members in different locations.
Guest over 6 years ago in Conducting Telehealth Sessions 8 Future consideration

Autosave portal forms

Autosave portal forms that clients are filling out. We've had clients not click the "save" button and lose all the information they entered, particularly with longer forms.
Guest over 4 years ago in Intake Forms 7 Future consideration