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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Restrict scheduling for incomplete intake

If a client has not completed their intake paperwork, don't allow appointments to be scheduled.
Guest about 4 years ago in Calendar & Scheduling 8 Future consideration

Report on all emails sent to clients

Allow me to run a report that will show all the emails that have been sent to my clients (superbills, password reset emails, etc.) and if the email was opened or not.
Guest over 2 years ago in Reporting 1 Future consideration

Remove deactivated staff from practice chat

Remove all staff that have been deactivated from practice chat, otherwise, it's hard to find the person I'm looking for.
Sheralyn Shockey-Pope over 6 years ago in Messaging & Notifications 4 Future consideration

Add print and download actions to the activity log

When a staff member prints or downloads anything from TheraNest, record that action in the Activity Log.
Guest almost 2 years ago in Practice Management & Administration 2 Future consideration

Organization branding for client portal

Allow me to customize the look of the client portal so it matches the branding for our organization.
Guest over 4 years ago in Practice Management & Administration 2 Future consideration

Change appointment time and service types in progress notes

There are times that I will have to go over the scheduled timeframe and need to bill a different code. I'd like to change this on the progress note and have it reflected back on the appointment, so our records are accurate.
Guest about 6 years ago in Notes & Cases 10 Future consideration

Customize grid for prospective clients list

When viewing the prospective clients list, allow me the option to hide some columns that I don't use.
Guest over 3 years ago in Clients & Groups 5 Future consideration

Edit appointment status after invoice creation

Allow me to edit the appointment status of an invoice without having to delete the invoice. We invoice all of our clients first thing in the morning and then need to be able to change the status of appointments as needed.
Guest over 6 years ago in Calendar & Scheduling 11 Future consideration

Translate forms to Spanish

Allow me an easy way to translate my forms into Spanish so I don't have to retype them.
Guest over 4 years ago in Practice Management & Administration 3 Future consideration

Show preview of dynamic form

It would be great to have a "Preview" feature added to the Forms designer, and/or a "Client Portal View" mode, so the form designer can see exactly what the form will look like when published, and what the client's view is when using the Client Po...
Guest almost 7 years ago in Dynamic Forms / Notes & Cases 9 Future consideration