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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Add payer to detailed client report

Add the client's payers to the Detailed Client report so I can break our clients down by insurance categories. The Export report has information that I don't need and I want to run the report within TheraNest.
Guest almost 3 years ago in Reporting 3 Future consideration

Include Batch invoices and statements in Activity Log

Include Batch invoices and statements in Activity Log
Guest over 4 years ago in Practice Management & Administration 1 Future consideration

Add reason to the No Show Appointments report

When running the No Show Appointments report, allow me to view the reason if one was entered, similar to the Canceled & Rescheduled Appointments report.
Guest over 3 years ago in Reporting 1 Future consideration

Sync all staff calendars to Google calendar

Allow me to sync all my staff's calendars to my Google calendar so I can see all appointments from my Google calendar without having to open TheraNest.
Guest about 4 years ago in Calendar & Scheduling 4 Future consideration

Auto-populate service location to note and invoice

Please allow a way for service location to auto populate to match the DOS on the note AND invoice. The current workflow is causing a lot of rejections due to providers not remembering to update the location on notes.
Guest over 3 years ago in Notes & Cases 1 Future consideration

Add setting to use Organization's Legal Name for printed legal documents

Add a new Organization Setting that would allow Organizations to have their Legal Name be printed on legal documents (Superbill, Notes, etc.) instead of the Organization Name.
Guest 7 months ago in Billing & Payments / Notes & Cases / Practice Management & Administration 0 Future consideration

Search activity log for new clients added

When a new client is added in TheraNest it's recorded in the activity log, but I can't search for that action. Allow me to search for new clients added so I can quickly filter the list of activities.
Guest over 1 year ago in Practice Management & Administration 1 Future consideration

Add page navigation to top of clients list

When viewing the list of clients, allow me to click to view the next page at the top of the list rather than having to scroll down to the bottom.
Guest about 5 years ago in Clients & Groups 2 Future consideration

Closed Captioning for Virtual Appts.

Virtual Platform needs closed captioning for hard of hearing clients.
Guest over 4 years ago in Clients & Groups 0 Future consideration

List resources for referring clients to other professionals

I often refer clients to other professionals for added services. I would like a designated place for me to add the contact information of these professionals for easy accessibility. This would be a general list not necessarily linked to a particul...
Guest over 4 years ago in Notes & Cases 1 Future consideration