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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Deductible ERA Functionality

As a biller, it would be more efficient if the 0.00 pays related to the deductible would automatically adjust the client amount due based on the information sent on the ERA.
Guest over 2 years ago in Billing & Payments 3 Future consideration

Send documents to staff in-app

Allow me to send messages to staff and attach documents within TheraNest.
Guest over 3 years ago in Messaging & Notifications 1 Future consideration

Reminder for when clinic forms need to be updated

Allow me to set a reminder for when a patient's intake or HIPAA forms need to be updated. There are some forms that we need to have clients sign yearly.
Guest over 4 years ago in Notes & Cases 3 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 almost 7 years ago in Clients & Groups 2 Future consideration

Change "submit" to "request" when making appointments on the client portal

When a client schedules an appointment on the Client Portal, change the "Submit New Appointment" button to "Request New Appointment" to make it more clear the appointment is a request and needs to be confirmed by the provider.
Guest almost 2 years ago in Appointments & Scheduling 1 Future consideration

Make Provider Name a Dynamic Form Element

It would be really helpful to be able to pull in a Dynamic Element that is the Provider's name into forms.
Guest about 3 years ago in Dynamic Forms / Notes & Cases 1 Future consideration

Pull forward the date from the CARC transactions as the payment date

When posting payments manually, pull the date from the CARC transactions and pull it forward as the payment date. When we manually post a payment and then add our Claim Adjustment Reason Codes, each CARC code has a date, which is the payment date/...
Cindy Hooper 8 months ago in Client & Billing Details 0 Future consideration

Require documentation to be completed within a given timeframe

Allow me to set a timeframe for when providers need to complete progress notes, initial assessments, and treatment plans and send them a notification.
Guest over 3 years ago in Notes & Cases 1 Future consideration

Choose credit card processor

Allow me to choose which credit card processor to use in my TheraNest account rather than just having one option.
Guest about 3 years ago in Billing & Payments 0 Future consideration

Create an appointment reminders schedule per client

Allow me to set an appointment reminders schedule at the client level rather than the organization level. We have some clients that need more frequent reminders.
Guest over 2 years ago in Clients & Groups 3 Future consideration