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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 2043 of 2043

Draft secure messages

When sending a secure message to a client, allow me to compose and save a draft. I may need to jot some things down and then come back to edit and send later.
Guest almost 5 years ago in Messaging & Notifications 5 Future consideration

Contact client directly from my mobile device

If I'm using my mobile device to access TheraNest, have the relevant app pull up if I click the client's email address or phone number so I can contact them without having to copy and paste their information.
Guest about 1 year ago in Clients & Groups 1 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

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 4 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 4 months ago in Clients & Groups 0 Future consideration

Options for Automated Reminders to Clients to Pay Invoices

I would love to be able to schedule automatic reminders that can be sent to clients to pay invoices by a given date. Many of them either do not give us permission to save/charge their card and/or just forget to check their portal, which means I ha...
Guest over 6 years ago in Billing & Payments 2 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

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

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

Show payer from insurance ERA payments on payment details

I would like for there to be options on the insurance payments to show which insurance company is making the payment when I create the payment on my client's invoice. The payer should automatically show up on the payment. I would also like to be ...
Guest about 11 years ago in Billing & Payments 2 Future consideration