Ensora Mental Health Ideas Portal
ADD A NEW IDEA

Pinned ideas

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.
Share feedback 0

All ideas

Showing 450

Display Invoice Numbers on Ledger

It would be very helpful to be able to See the INVOICE number in the Ledger. Many clients send checks and reference invoice number only, not DOS and emails requesting information about a specific Invoice but no DOS. You have to look at every open ...
Guest over 6 years ago in Billing & Payments 0 Completed

Add a column for next upcoming appointment on client list

would it be possible for you to add a column to the screen that shows the list of clients? we need a column that shows the clients "Next appointment" or "None" if they do not have a scheduled next session please.......thanks, donna
Guest over 6 years ago in Clients & Groups 0 Completed

View availability on the calendar

It would be great if we could see our "Calendar/Preferences and Availability" in a calendar view.
Guest over 6 years ago in Calendar & Scheduling 0 Completed

notification of CST default

To have some sort of notification for new users that Theranest defaults to CST and to set their time-zone before beginning to schedule.
Guest over 4 years ago in Calendar & Scheduling 0 Completed

Show both client name and Bill To party name on client statements

There is an issue for people who treat minors with the client statements. If the bill to is the parents name and you want to include superbill details on the statement form (this is easiest for many of my patients) then the actual child/ patient’s...
Guest over 6 years ago in Billing & Payments 0 Completed

Retain original payment & refund transactions in ledger/invoice

Currently, when a credit card charge is refunded the original payment is deleted from ledger (for unapplied payment) or invoice (if applied payment). We want to keep a record of both (A) the original CC charge and (B) the refund. They should both ...
Guest over 6 years ago in Billing & Payments 1 Completed

Change religion drop down option for Mormon

I am writing you today to urge a change in the Client Details --> Details --> Manage Demographic Info --> Religion drop down menu. There, the option is given of "Mormon", which I understand you mean in reference to those who identify as ...
Guest over 6 years ago in Clients & Groups 0 Completed

show only initials on calendar for clients

No description provided
Guest over 11 years ago in Calendar & Scheduling 0 Completed

Adjust new payment modal on mobile browser

Adjust new payment modal on mobile browsers so that you can actually click the "Save" button
Guest almost 7 years ago in Billing & Payments 0 Completed

Staff Notification Texts for ALL Non-Standard Replies

I need to know anytime a client sends me a text message, with the exception of a standard 1 or 2 reply. I’m not sure why anyone would only want to receive certain non-standard replies and not others. I do not advertise that clients can text me thi...
Guest almost 7 years ago in Messaging & Notifications 0 Completed