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 list of therapists to be displayed in contact log if relationship is set to therapist

When I create a contact log entry and specify the relationship to the client as "Therapist", include a dropdown of all the providers at my practice so I don't have to type in their name.
Karambir Khalsa 7 months ago in Notes & Cases 0 Future consideration

Add count to service types to the Service Billing report

When running the Service Billing report, show me how many times that service type was billed out during the date range I selected.
Guest almost 2 years ago in Reporting 1 Future consideration

Automatically generate client ID

Have TheraNest automatically generate the Client IDs so I don't have to remember to do this for each client.
Guest over 6 years ago in Clients & Groups 2 Future consideration

Allow saved credit cards from contacts to show in TheraNest

If a contact from a client's contact network makes a payment on the client portal and saves the card for future use, then allow that credit card to be displayed and used in TheraNest.
Guest about 3 years ago in Client Portal Payments 3 Future consideration

Add date range to demographic snapshot report

Allow me to run the Demographic Snapshot report for a date range.
Guest over 2 years ago in Reporting 0 Future consideration

Allow ERA to auto process with posted client payment

When you automate ERA processing, an ERA will not auto process if there is a client payment posted to an invoice. Our practice collects copays and coinsurance at time of service, so the vast majority of our invoices have client payments posted to ...
Guest about 1 year ago in Billing & Payments 0 Future consideration

Upload documents to prospective clients

Allow me to upload documents to prospective clients.
Guest about 1 year ago in Clients & Groups 1 Future consideration

Easier searching of the knowledge base

Make it easier to search for an article when viewing the knowledge base.
Guest about 1 year ago in Practice Management & Administration 0 Future consideration

Client-level activity log

Allow me to see who made changes to a client's details or insurance information without having to navigate away from the client and into the activity log.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Disallow input of non-approved items in mental status exam section

Lock the mental status exam fields so that trainees and associates cannot add their own text/non-approved options or items. Same for Risk Assessment section.
Katherine Thomas 7 months ago in Notes & Cases 0 Future consideration