Ensora Mental Health Ideas Portal
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Custom home page or dashboard

Allow me to create a custom home page or dashboard that displays information relevant to my role. For example, as a therapist, I may want to see outstanding progress notes and today's appointments, but as a biller, I may want to see un-invoiced ap...
Guest almost 3 years ago in Practice Management & Administration 5 Future consideration

Void & Refund Reporting

We need a way to be able to track voids and refunds - especially when voids end up processing as refunds (as happened to us recently). If they could show on the Credit Card Charges report, that would be great; if not, a separate stand-alone report...
Guest almost 5 years ago in Billing & Payments 2 Future consideration

Allow clients to pay against balance rather than service lines

Allow my clients to make a payment that goes toward their entire balance rather than having them make a payment against a specific service line.
Guest over 2 years ago in Client Portal Payments 1 Future consideration

Group multiple invoices onto a single claim

Allow me to group multiple appointments onto the same claim after the individual invoices have already been created. I know I can group multiple dates of service onto the same claim when creating an invoice, but I want to take the individual invoi...
Mia Perlman 6 months ago in Billing & Payments 0 Future consideration

Use Stripe payments without disabling cross-site tracking

The current payment processing method requires Mac users to disable Cross-Site Tracking and Block All Cookies, but I don't want to change these settings.
Guest 6 months ago in Billing & Payments 0 Future consideration

Edit multiple clients at once

Allow me to edit some of the fields found in the client's details for multiple clients at once.
Guest almost 2 years ago in Clients & Groups 1 Future consideration

Assign all staff to a client

When we add a new client, allow me to easily assign all staff members instead of having to assign them one by one.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Supervisor alerts for discharge summaries

As a supervisor when my supervisee closes a case, send me an alert so I can review and co-sign the discharge summary.
Guest over 2 years ago in Notes & Cases 3 Future consideration

Add copay to ERA received claim tab

When viewing the ERA received claim tab, allow me to customize the grid to view the copay.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Show actual time on calendar with red line

Adding a line on the calendar would be helpful to display the actual time. Many times, as a receptionist, I pull up different pages on Theranest and go back to the calendar, taking a few seconds to search the page for the correct appointments sche...
Guest almost 5 years ago in Calendar & Scheduling 3 Future consideration