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Ensora Mental Health Ideas Portal
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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.

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Showing 1825

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

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 about 2 years ago in Practice Management & Administration 2 Future consideration

Report on credit card deposits

Create a report to match up the transactions in the Credit Card Charges report with the actual deposits that show up in our bank accounts. Since the deposits and credits appear in lump sums, it's difficult to match up the transactions with the de...
Guest about 7 years ago in Reporting 5 Future consideration

Move "I'm ready" button for Telehealth

Since the background options were added, the "I'm Ready" button is out of view and requires scrolling down, causing some clients to miss it.
Christine Wheeler 9 months ago in Conducting Telehealth Sessions 0 Future consideration

Permission to allow staff member to remove their own signatures from signed notes

Have a permission setting to allow a staff member to remove their signature from signed progress notes. Sometimes they need to make edits to correct typos, etc. and right now they have to reach out to an admin, which is a hassle when fixing small ...
Guest about 7 years ago in Practice Management & Administration 6 Future consideration

Require password change every certain number of days

Prompt users and clients to change their passwords after a certain number of days to minimize security risks.
Guest over 4 years ago in Practice Management & Administration 6 Future consideration

Automatically copy address from client to insured

It would be helpful and time saving if I could poke a button to copy the address info that was entered for the client to the insured's info - perfect for when client is spouse or child of insured!
Guest over 8 years ago in Clients & Groups 10 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

Add staff filter to the Staff Billing report

If Theranest can add an appointment staff filter to the Staff Billing Report, this would help tremendously. We have Interns and Residents who bill under licensed staff members for insurance so it would make this easier viewing their sessions all i...
Guest 9 months ago in Reporting 0 Future consideration

Incorporate reason codes on ERAs

If you could also show the reason codes for denied or adjusted claims on the uploaded ERAs that would save us from having to go back and forth to our processor. Thank you!
Guest over 7 years ago in Billing & Payments 3 Future consideration