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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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Confirmation of receipt emailed to client

My understanding is that now when I accept a payment and apply it to an invoice, the client is automatically emailed a receipt of that payment. However, I do not get any notification that it has happened. It would be great to have the little confi...
Guest about 6 years ago in Billing & Payments 0 Completed

Display client preferred name on new/edit contact log view

Include client preferred name on Contact Log notes
Guest about 6 years ago in Notes & Cases 0 Completed

Enter custom relationship to client when "Other" is selected in "Relationship to Client" dropdown on Contact Log entry

Enter custom relationship to client when "Other" is selected in "Relationship to Client" dropdown on Contact Log entry. This would allow us to enter the most relevant option for this client.
Georginia Weygand about 6 years ago in Notes & Cases 0 Completed

Add numerical pagination to client portal invite list

not sure this is really reporting more organization>client portal>settings - the way clients are displayed her in the list view is not consistent with other pages, it would be helpful to list out the pages 1, 2, 3, etc like other pages (ie: ...
Guest over 6 years ago in Client Account Management 0 Completed

Change coinsurance amount field from dollar input to percent value

Often co-insurance is a percentage, not a dollar amount. For example one person may have 80/20 co-insurance (meaning insurance pays 80% and they pay 20%) and someone else with the same insurance may have 90/10 or 70/30. Being that different servic...
Guest over 6 years ago in Billing & Payments 0 Completed

CPT Code and Diagnostic Code on a Billing Report

No description provided
Guest over 6 years ago in Reporting 0 Completed

Alert if credit card payment won't charge client CC

As a TN user who charges CCs through TheraNest/Vantage, I want to be alerted if a credit/debit card payment method will not actually charge the client's card, so that I'm not confused that my client's card was not charged.
Guest over 6 years ago in Billing & Payments 0 Completed

Need Termination Summary Form

Termination Summary form
Guest over 6 years ago in Notes & Cases 0 Completed

Allow patients to send messages through client portal

Currently it seems that my patients can't send me a message through the client portal. It would be great if they could send me a message through their with attachments. I see they can message me when making adjustments to their appointments but a...
Guest almost 7 years ago in Practice Management & Administration 0 Completed

Adding Filters

Can you add under Location Filter "Offsite" and is there a way to type in where they are going like JJPI or WES instead of "Primary Location" also how can i see the note i may have added when im in calendar view.
Guest almost 7 years ago in Calendar & Scheduling 0 Completed