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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 1825
222 VOTE

Schedule recurring/automatic payments

For clients that are on payment plans, allow me to set up a scheduled one-time or recurring payments for a set amount.
Guest over 8 years ago in Billing & Payments 54 Future consideration

Add link to Payer ID List In Insurers Details

Add a link to the Payer ID List to the Insurer Details page that will enable you to confirm Payer IDs. This would improve the workflow to correct the Invalid Payer ID Claim error when running "Check Selected Claims for Errors" . When selecting "Cl...
Guest about 2 months ago in Billing & Payments 0 Future consideration
203 VOTE

Mark claims "paid" on the client Ledger

When insurance payment is entered manually and the claim is marked "paid" on the submitted claims page, it would be beneficial for the "paid" status to show on the client's Open Invoices page. Right now it says "submitted" on the client page even ...
Guest over 7 years ago in Billing & Payments 22 Future consideration

Add recurring appointment frequency to the Calendar appointment block

When a recurring appointment is scheduled, add an indicator that denotes the appointment recurring frequency to the Calendar appointment block.
Michele Reyes 15 days ago in Calendar & Scheduling 0 Future consideration
129 VOTE

Notify me when client turns 18

Notify me when a client turns 18 as there are new forms/protocols that need to be filled out as they transition to adult counseling.
Kristen Harper almost 5 years ago in Messaging & Notifications 13 Future consideration
241 VOTE

More granular permission levels

Have TheraNest modify the permissions levels to be more granular so we can select specific functions the individual can perform rather than multiple functions activated under a single role.
Guest over 9 years ago in Practice Management & Administration 61 Future consideration

Warn me if progress note is not linked to an appointment

Warn me when I attempt to sign or submit the progress note and it's not linked to an appointment.
Kayla Wilson 29 days ago in Notes & Cases 0 Future consideration
242 VOTE

Autosave client details

When editing a client's information, autosave the fields so I don't have to click the save button every time I make a change. When I navigate to other tabs/areas, sometimes I don't remember to save and then all the information is lost.
Guest over 9 years ago in Clients & Groups 49 Future consideration
157 VOTE

Greater distinction for canceled appointments

When viewing the calendar, it's hard to distinguish between the cancelled appointments and other appointments because they appear in the same bright color. Have a way for the cancelled appointments to still be shown on the calendar, but with a gre...
Guest over 6 years ago in Calendar & Scheduling 17 Future consideration

Notify clients of new appointments without client portal account

Notify clients when a new appointment is created even if they don't have access to the client portal.
Candice Viero 5 months ago in Calendar & Scheduling 0 Future consideration