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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Allow clients to journal in client portal

Create a feature that allows my clients to journal any thoughts they may have about sessions and progress and allow them to share their journal entries with the provider(s) assigned to their case.
Guest over 4 years ago in Client & Billing Details 3 Future consideration

Save secure message attachments to client's clinical documents

Allow me to add files attached to a secured message to a client's clinical documents without having to download the file.
Guest almost 5 years ago in Notes & Cases 4 Future consideration

Filter clients when sending a secure message

Filter clients by certain attributes (e.g., self-pay, has insurance, etc.) when sending a secure message to multiple clients.
Guest over 2 years ago in Messaging & Notifications 3 Future consideration

Customize first appointment email

Allow me to customize the first appointment email so I can include text about our cancellation policy or invite them to join the client portal.
Guest almost 8 years ago in Messaging & Notifications 1 Future consideration

Automatically run reports

Allow me to schedule reports to run automatically at a certain time every month.
Guest almost 3 years ago in Reporting 2 Future consideration

Pop-up alerts when accessing a client's details

Allow me to create alerts that pop-up when anyone navigates to the client's details.
Guest almost 3 years ago in Clients & Groups 2 Future consideration

Make calendar & agenda filter separate for showing non-client events

Make the setting "show non-client events" function separately on the Calendar and Agenda. I may want to view non-client events on the Calendar, but not on the Agenda.
Guest almost 3 years ago in Calendar & Scheduling 1 Future consideration

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