Ensora Mental Health Ideas Portal
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Restrict service type for new clients scheduling from the portal

Allow me to restrict which service types new clients can schedule from the client portal, so they can only schedule consults or intake appointments.
Guest about 6 years ago in Appointments & Scheduling 2 Future consideration

Assign custom forms to specific clients

I would like to be able to assign specific custom forms to specific clients instead of them seeing all forms.
Guest about 6 years ago in Notes & Cases 3 Future consideration

Label copays on invoices and statements

If a client pays a copay, have that payment be listed as a "copay" on the invoice and statement.
Guest almost 3 years ago in Billing & Payments 1 Future consideration

Create invoice after signing the progress note

Allow me to create the invoice after signing my progress note so I can complete both actions in one step rather than having to go into the client's ledger.
Guest about 2 years ago in Notes & Cases 2 Future consideration

View deactivated staff name under assigned staff in client list

We would like the ability to see who the client saw, even when the staff has been deactivated. For example: if a client decides to return, we can't tell from the archived client list which staff previously saw the client.
Guest over 4 years ago in Clients & Groups 3 Future consideration

Statement for Family Group

It would be incredibly helpful to be able to send a statement for a family group. For example: We have a families whose members are all in individual counseling at our office. Rather than sending an individual statement for each child and parent, ...
Guest about 4 years ago in Billing & Payments 3 Future consideration

Allow clients to reply to portal message from unassigned staff

As an administrator, I sent a message to several clients but they were unable to reply because I was not assigned to the clients in TheraNest.
Guest over 3 years ago in Messaging 0 Future consideration

View primary payer on appointment block

Allow me to view the client's primary payer on the appointment block or have a separate box appear with this information when hovering over the appointment so I don't have to leave the calendar to view this information.
Guest over 3 years ago in Calendar & Scheduling 5 Future consideration

Allow admins to remove signatures from treatment plans

As an administrator at my organization, allow me to remove signatures from treatment plans so that edits can be made.
Guest about 6 years ago in Notes & Cases 2 Future consideration

Restrict staff from downloading clinical documents

Allow me to restrict staff members from downloading clinical documents.
Thomas The Test Engine over 1 year ago in Practice Management & Administration 1 Future consideration