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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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Customize email that is sent to clients when they receive a new secure message

Allow me to customize the email clients receive when they have a new secure message on the Client Portal. I send messages on behalf of the provider and I want the message to indicate the provider it's "from" rather than me.
Guest 7 months ago in Messaging 0 Future consideration

Indicate signed/unsigned custom form

I use custom forms as my routine documentation template, I would like to be able to quickly see which custom forms remain unsigned.
Guest almost 7 years ago in Notes & Cases 3 Future consideration

Report on all open cases

Allow me to run a report to view all open cases for our practice without having to input a date range.
Guest almost 5 years ago in Reporting 2 Future consideration

View place of service in batch invoicing

Allow me to view the place of service code when Processing Existing Invoices in Batch Invoicing.
Guest about 3 years ago in Billing & Payments 2 Future consideration

Hold client communication until resume of business hours

Many transactions related to payments, statements, collections, etc. occur after business hours. Allow us to create the invoice or payment link, but if made after 7 pm, queue up the email as a delay and send it out at 8 am the next morning.
Cindy Hooper 7 months ago in Billing & Payments 0 Future consideration

Show states in alphabetical order when entering a client's address

Display the states in alphabetical order when entering an address for a client.
Cindy Hooper 7 months ago in Client & Billing Details 0 Future consideration

Don't allow me to enter future dates in birthdays and reports

When entering a client's birthday or running some reports, TheraNest will accept dates far in the future (e.g., 01/01/2052). Warn me when I enter a date this far in advance to help me review and correct my potential errors.
Cindy Hooper 7 months ago in Clients & Groups 0 Future consideration

Notify staff when they have been assigned a new client

Send a notification to the staff member when a new client or prospective has been assigned to them.
Guest over 6 years ago in Messaging & Notifications 9 Future consideration

Remind me which clients want superbills

Remind me which clients want superbills because I have some that want them and some that don't and it would be easier if I was reminded of these clients or they were designated somehow.
Greta Pankratz over 4 years ago in Billing & Payments 1 Future consideration

Assign "view only" permissions staff members

Hi-- we have been using your system for about two months now at our Intensive Outpatient Program and are overall very happy. We have about 25 providers who we would like to give limited access to the site. So that notes can be done and accessed by...
Guest over 10 years ago in Practice Management & Administration 3 Future consideration