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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 1825

Show less information on the appointment block

When viewing the calendar, show less information on the appointment block. It's overwhelming to see and I can go to the Agenda to see those details.
Guest about 1 year ago in Calendar & Scheduling 9 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

Display insurance name and ID on client contact card on Agenda

Our providers often use unique billing codes based on insurance type. This means a provider often has to navigate to the client details screen and then the “Insurance Info” section to view this. It would be so much easier (and fewer clicks) if thi...
Guest about 7 years ago in Calendar & Scheduling 13 Future consideration

Create and send dynamic forms to clients that aren't intake

Allow my providers to create a dynamic form and send it to clients without having to copy it to intake. They make worksheets and assessments for their clients that don't need to be available to everyone as an intake form.
Guest over 3 years ago in Dynamic Forms / Notes & Cases 3 Future consideration

Customize color scheme

Allow me to customize the visual appearance of my TheraNest account so I can choose other color schemes.
Christine Randle over 8 years ago in Practice Management & Administration 3 Future consideration

Store default invoice footnote

Allow me to set a default message that appears on all invoice footnotes so that I don't have to type it in each time.
Guest over 5 years ago in Billing & Payments 9 Future consideration

Payer aging report

Allow me to run an aging report for payers by client so that I can follow up with payers.
Guest over 7 years ago in Reporting 5 Future consideration

Create {{Location Name}} placeholder for appointment reminders

Add a placeholder in reminders for LOCATION NAME instead of just the address.
Guest over 5 years ago in Messaging & Notifications 4 Future consideration

Display count of total number of appointments for the day

When I'm viewing the calendar, display a count of how many appointments we have scheduled for the day.
Guest almost 3 years ago in Calendar & Scheduling 5 Future consideration

Change Client Details "Marital Status" Field label to "Relationship Status"

Change the Client Details "Marital Status" Field label to "Relationship Status" to be more inclusive.
Lacey Yee 9 months ago in Client & Billing Details 0 Future consideration