Ensora Mental Health Ideas Portal
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Automatically send intake forms when a new client is created

Having the option to email intake forms automatically pop-up when a new client is entere versus having to manually go to the client portal portion to lookup the client and then send the forms
Guest over 6 years ago in Client & Billing Details 0 Future consideration

Report on missing client signatures

Allow me to run a report that will show which notes are missing the client's signature.
Guest almost 4 years ago in Reporting 1 Future consideration

Don't open the telehealth session in a new tab

Have a Telehealth session open directly over TheraNest rather than in a new browser tab.
Guest over 2 years ago in Conducting Telehealth Sessions 0 Future consideration

Update icons on the Client Portal

Can you change the "Billing and Insurance" icon on the client portal? If I'm trying to give clients step by step feedback on how to update that info, I'd literally have to say "Click on the dollar sign".
Guest about 1 year ago in Client Portal Payments 1 Future consideration

Alert staff when files are added to client Clinical Documents and Staff Documents

It would be helpful if staff could receive an alert whenever an administrator or another staff person adds a document to the client's clinical documents and when an administrator adds a document to the staff's document tab
Guest about 5 years ago in Messaging & Notifications 0 Future consideration

Client initials for ALL notifications

When I have messaging alerts set to "use client initials," alerts that a client has paid still show the full name. Can this setting be applied to ALL notifications?
Guest over 4 years ago in Messaging & Notifications 1 Future consideration

Show client flags in batch payments

Allow me to view client flags in batch payments. We have certain clients that have special circumstances and cannot process their cards. I'd like to exclude these clients when running batch payments.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Hide canceled and no-show appointments when creating batch statements

Allow me to hide canceled, no-show, and rescheduled appointments from appearing on batch statements. We give superbill-level statements to our clients to submit to insurance and having these appointments on there is causing some confusion with the...
Guest over 2 years ago in Billing & Payments 0 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

Edit recurring event title

After creating a recurring event on the calendar, allow me to edit the title of the event/series after. Right now I can only edit a single occurrence, but not the name/title of the whole series.
Guest almost 3 years ago in Calendar & Scheduling 1 Future consideration