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 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

Add "Send Client Portal Invite" option when adding a new client

At the bottom of each Add New Client box where we are putting in their name for the first time, to have a check box ‘send client portal invitation’ so we could check and send auto from there. And ideal if we get the option of whether to default th...
Guest over 6 years ago in Invitations 2 Future consideration

Include appointment time in Payroll Report

When running the Payroll Report, include the appointment time and session length.
Guest over 4 years ago in Reporting 0 Future consideration

Default rendering provider on invoice to staff on appointment

When creating an invoice for an appointment, make the rendering provider default to the staff member on the appointment.
Guest about 4 years ago in Billing & Payments 6 Future consideration

Email Google Calendar invite to clients when scheduling appointments

Clients have asked for an email invitation, or a calendar invitation similar to what iCal or Google Calendar can do. If TheraNest had a email invitation link that would sync with clients' iCal or Google Calendar (those seem to be primary) then we ...
Guest over 6 years ago in Calendar & Scheduling 5 Future consideration

Make it easier to delete a client

When I delete a client, have TheraNest delete all the associated case notes, invoices, etc. I shouldn't have to remove this information first before deleting the client because it takes too much time.
Guest over 2 years ago in Clients & Groups 3 Future consideration

Report on missing group notes

Allow me to run a report that will show any missing group notes, similarly to how I can run a report to show any missing progress notes.
Guest about 3 years ago in Reporting 3 Future consideration

Apply payments/write-offs for archived clients

Allow me to apply a payment or write-off to an archived client's balance without having to unarchive them.
Guest almost 4 years ago in Billing & Payments 4 Future consideration

Add a feature to track invoices and client statements by number

I would like to be able to run a report by invoice number. This way I can be sure that all invoices are accounted for. This would be especially helpful since we have two clinicians and two locations that generate invoices.
Guest about 10 years ago in Billing & Payments 3 Future consideration

Customize restriction for portal scheduling/cancellations/reschedules

Currently, there are two client portal settings to allow clients to schedule an appointment, and another setting to allow clients to cancel or reschedule an appointment within 24 hours, but I'd like to adjust the time to 48 or 72 hours.
Guest about 3 years ago in Practice Management & Administration 8 Future consideration