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Ensora Mental Health Ideas Portal
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Pinned ideas

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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Showing 1827

Default clients page to my clients

When clicking the "clients" page, have it default to "my clients" vs "all clients".
Guest over 3 years ago in Clients & Groups 1 Future consideration

Create drop-in group appointments

We have group appointments at our practice where clients can just drop in, so it may not be the same clients every week. Make an easier way to accomplish this in TheraNest rather than having to edit the group members every time.
Guest over 3 years ago in Calendar & Scheduling 3 Future consideration

Change "save & next" button on the client portal

When a client fills out an intake form on the client portal, the "save & next" button looks disabled even though they can click it to navigate to the next form.
Guest about 1 year ago in Intake Forms 0 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 over 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 almost 5 years ago in Messaging & Notifications 1 Future consideration

Process payment and write off balance for multiple adjustment types

When processing an ERA, allow me to process the payment and write off the balance if there are multiple adjustment types.
Guest over 2 years ago in Billing & Payments 0 Future consideration

Add treatment plan review date to the client's details page

When viewing the client's details, allow me to see the date of when their treatment plan needs to be reviewed.
Guest over 3 years ago in Clients & Groups 0 Future consideration

Allow couples to schedule group appointments through the client portal

Allow a couple or family to schedule a group appointment on the client portal.
Guest about 7 years ago in Appointments & Scheduling 2 Future consideration

Report on staff caseloads

Allow me to run a report to view all active clients assigned to a staff member.
Sheralyn Shockey-Pope about 6 years ago in Reporting 3 Future consideration

Contract with other treatment planners

Allow me to use a different treatment planner in TheraNest besides Wiley.
Guest over 2 years ago in Notes & Cases 1 Future consideration