Ensora Mental Health Ideas Portal
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Set different times for each type of appointment reminder

Allow me to have each type of appointment reminder scheduled to go out at different times. For example, I may want to send email reminders 3 days before the appointment and a text reminder the day before.
Guest almost 9 years ago in Messaging & Notifications 13 Future consideration

Link custom forms to appointments

When using a customized form for clinical documentation, allow me to link the form to a scheduled appointment, similar to how it works for progress notes.
Guest almost 8 years ago in Notes & Cases 5 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

Bulk apply write-offs to invoices when processing ERA payments

When processing ERA payments, allow me to process and write off the remaining balance to multiple claims at one time so I don't have to do each one individually.
Guest over 3 years ago in Billing & Payments 4 Future consideration

Add insurance to prospective clients list

When adding a client to the prospective clients list, allow me to add the name of their insurance provider.
Guest over 3 years ago in Clients & Groups 0 Future consideration

Add 180 day option for treatment plan reviews

Add an option to review the treatment plan in 180 days because we need to review our treatment plans every 6 months.
Guest over 2 years ago in Notes & Cases 4 Future consideration

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 almost 4 years ago in Notes & Cases 13 Future consideration

Show tasks on the calendar

If I create a task with a due date, allow me to view that task on the calendar.
Guest about 1 year ago in Practice Management & Administration 2 Future consideration