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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Make Clients Complete forms before scheduling appointments

A suggestion for the design team…I mean this in a helpful way...it would be so nice to be able to use the “new appointment” link as an initial connect with prospective clients then have them be able to go back in (once they’ve signed up for my ser...
Guest over 4 years ago in Appointments & Scheduling 0 Future consideration

Practice website

Have TheraNest offer a website builder that merges my website and the software, similar to the ones offered by TherapyTribe or Simple Practice.
Guest over 4 years ago in Practice Management & Administration 1 Future consideration

Deposit payments received through TheraNest weekly

An option to have weekly deposits of payments to bank account instead of randomly when payments come in, to help manage transfers better.
Guest over 6 years ago in Billing & Payments 1 Future consideration

Reschedule group appointments

Allow me to change the appointment status for a group appointment to "rescheduled" like I can with an individual appointment.
Guest over 6 years ago in Calendar & Scheduling 1 Future consideration

Display claim status for billed services on Agenda

On the Agenda, allow me to view if a claim was created for that service and the status of the claim.
Guest over 5 years ago in Calendar & Scheduling 5 Future consideration

Send therapists their schedule each day via email

As a therapist, allow me to receive a daily email of my schedule.
Guest almost 11 years ago in Calendar & Scheduling 6 Future consideration

Create a report that contains the names of the clients, Therapist and the date they were last archived.

Currently you can get a list of archived clients. It would be great if you could have a report that contained the archived clients and the last date they were archvied. This type of report would help with the apporpriate retention of records.
Guest almost 5 years ago in Reporting 1 Future consideration

Include therapist on Client Intake report

When running the Client Intake report, show the therapist(s) assigned to the case.
Guest almost 5 years ago in Reporting 3 Future consideration

Remove staff display order if staff can only view personal calendar

If I enable the setting for a staff member to only view their personal calendar, then remove the staff member display order under the staff member's Preferences. I want to keep the names of our staff members private.
Guest about 2 years ago in Calendar & Scheduling 1 Future consideration

Edit date added in prospective clients list

When adding a new client to the prospective clients list allow me to edit the "date added". Sometimes we may not enter them until the next day or we may be transferring over an external list.
Guest almost 4 years ago in Clients & Groups 1 Future consideration