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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Add conditional logic using Client Flags

Add conditional logic using Client Flags to simplify client intake, examples include: When a client self-adds to the portal, assign a Client Flag labeled New Client. When a portal invite with intake forms is sent, assign a Client Flag labeled Wait...
Cindy Hooper 9 months ago in Clients & Groups 0 Future consideration

New tab for claims that need work

I would love to see a new tab where I can move claims that require further attention.
Janelle Gray 3 months ago in Billing & Payments 0 Future consideration

Unsubscribe from pop-up alerts

Allow me to unsubscribe from all pop-up alerts in TheraNest.
Guest almost 3 years ago in Practice Management & Administration 7 Future consideration

Custom appointment reminders based on service type

It would be very helpful to allow for custom reminders based on the type of service instead of just one generic reminder. For example, we offer individual therapy, but also have providers who conduct school observations or attend IEP meetings. It ...
Guest about 7 years ago in Messaging & Notifications 11 Future consideration

Wiley Homework Planner and/or document library

Offer the Wiley Homework Planner along side the other planners and/or provide a document library within which documents can be stored and assigned to clients.
Guest over 8 years ago in Notes & Cases 4 Future consideration

Exclude insurance amounts from invoice aging report

Allow me to exclude insurance due amount from the invoice aging report and just show the client balances.
Lisa Briggs 9 months ago in Reporting 0 Future consideration

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

Organization branding for client portal

Allow me to customize the look of the client portal so it matches the branding for our organization.
Guest almost 5 years ago in Practice Management & Administration 2 Future consideration

Return to previous schedule view when clicking "back to schedule" from a progress note

After signing a progress note, when I click "Back to Schedule," navigate me back to my most recent schedule view rather than my default schedule view.
Haley Ross 3 months ago in Notes & Cases 0 Future consideration

Report on payments per payer

Allow me to run a report that will display all the payments made by a payer in a set time frame.
Guest over 1 year ago in Reporting 3 Future consideration