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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Copy attachments from secure messaging to contact log

Would be nice if the attachments on secure messages copied over to the contact log as well as the message itself.
Thomas The Test Engine 7 months ago in Notes & Cases 1 Future consideration

Add multifactor authentication to Client Portal

Add the ability to enable multifactor authentication for the Client Portal for portal signups and when logging in to add an extra layer of security for both clients and practices.
Guest 7 months ago in Client Account Management 1 Future consideration

Don't copy previous content when creating a new treatment plan

When I create a new treatment plan for a client that already has an existing one, don't copy the content from the previous treatment plan over to the new one so I can start fresh with new content and new goals.
Guest almost 5 years ago in Notes & Cases 1 Future consideration

Add mailing address to contact network

Allow me to add a mailing address to a contact in a client's contact network.
Guest about 1 year ago in Clients & Groups 0 Future consideration

Referral Management System

It would be great to have a system in place where we can send and receive client referrals. Currently we are e-mailing back & forth and it takes too much time as we are growing.
Guest about 7 years ago in Practice Management & Administration 8 Future consideration

Assign flags to multiple clients at once

Allow me to assign a client flag to multiple clients at once, so I don't have to go into each file individually and add it.
Matthew Kollhoff 3 months ago in Clients & Groups 0 Future consideration

Rename set payment amount field

When inputting a "set payment amount" for a client the field name is confusing. It's really about setting the fee amount and should be renamed.
Norman Kohn 3 months ago in Clients & Groups 0 Future consideration

Add treatment plan due date to client list

Add a column to the client list grid that tells us the next treatment plan due date.
Dawn del Rio 10 months ago in Clients & Groups 0 Future consideration

Allow clients to sync their portal appointments with their personal calendars

Allow clients to sync their appointments to their personal calendars, similar to how we can sync with Google, so they don't have to enter them manually.
Molly Marr 10 months ago in Calendar & Scheduling 0 Future consideration

Copy client's information to different client

Allow me to quickly copy a client's address or insurance to another client. Sometimes we have family members with the same address and insurance and it would be easier to copy the information than retype it.
Guest over 11 years ago in Clients & Groups 0 Future consideration