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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 1827

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 over 7 years ago in Practice Management & Administration 8 Future consideration

Customize default message when sharing forms

When I share new forms under the client docs, allow me to customize the message so that I don't have to change it every time.
Guest about 6 years ago in Clients & Groups 4 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

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

Add emergency contact to staff details

Allow me to indicate the emergency contact for a staff member under their details page.
Guest over 2 years ago in Practice Management & Administration 3 Future consideration

Add client availability to prospective clients list

When adding a client to the prospective clients list, allow me to indicate which days and times they are looking for so I can quickly see who to contact when I have that date/time available.
Guest almost 4 years ago in Clients & Groups 1 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

Specify what notifications I receive in TheraNest

I want to choose whether I get notifications about certain things in TheraNest and how those notifications are sent. For certain things, an in-app alert is enough, but for other things I might want to be alerted in several ways (like text, email a...
Guest almost 7 years ago in Messaging & Notifications 6 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