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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Search for check number in claim tabs

Allow me to search for a check number when working in the Process Claim Payments tab or Paid/Processed tab so it's easier to find the payment I'm looking for.
Guest almost 3 years ago in Billing & Payments 5 Future consideration

Lock payroll report

Allow me to lock the payroll report or close it out so that any unapplied payments from that pay period get posted to the next payroll period.
Guest almost 3 years ago in Reporting 7 Future consideration

Adjust invoice & statement addresses for mailing envelopes

Adjust the address on invoices and statements so both addresses align with the address windows on a mailing envelope.
Guest over 3 years ago in Billing & Payments 3 Future consideration

Add ability to invoice half and quarter unit increments

For service codes we really need to have unit increments starting at .25. We could then then chose "bill .5 units" each time this service is performed. We need this for .5u .25u .75u 1u all the way to 2u's. I hope this happens soon! Thank you!!
Guest almost 9 years ago in Billing & Payments 7 Future consideration

Separate calendar preference for showing client initials in calendar and alerts

Under Calendar Preferences, separate the preference for "Show only client initials in Calendar and staff email alerts" so that I can display the client's full name on the calendar, but only show their initials in email alerts.
Guest about 4 years ago in Calendar & Scheduling 6 Future consideration

Set default forum for appointments

Allow me to set whether the forum will default to Telehealth or In-Person when creating a new appointment. I only conduct sessions via telehealth, so I need to change this every time I create an appointment.
Guest over 3 years ago in Telehealth Appointments 1 Future consideration

Select which staff can view my calendar

Allow me to choose which staff members can view another staff member's calendar. For example, a supervisor may need to view only their supervisees' calendars but not anyone else's.
Guest over 6 years ago in Calendar & Scheduling 9 Future consideration

Automatically assign appointments to staff assigned to client

When I make an appointment, automatically assign the therapist that's assigned to the client instead of assigning the staff member that is creating the appointment.
Guest over 8 years ago in Calendar & Scheduling 8 Future consideration

Remind me if client's have a credit when processing a payment

When charging clients, it could be really helpful to have a pop up that said "this client has a positive balance of $--". This would help to remind to use funds overpaid from previous sessions when charging clients.
Guest about 9 years ago in Billing & Payments 6 Future consideration

Notify clients to update credit cards

Allow me to send a notification to clients having them update their credit card information on the client portal.
Guest over 2 years ago in Client Portal Payments 2 Future consideration