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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 2043 of 2043

See more of the appointment if multiple staff displayed

If we have a lot of staff and want to see the calendar with multiple staff members, modify the view so the appointments don't look so stacked.
Guest almost 2 years ago in Calendar & Scheduling 0 Future consideration

More in-app links to knowledge base articles

Provide more contextual help when using TheraNest such as links to knowledge base articles or training videos.
Guest almost 2 years ago in Practice Management & Administration 1 Future consideration

Allow contact to still access secure messaging if archived

If a client is archived but the client is a contact of another client, allow them to still access secure messaging for their contacts.
Guest over 1 year ago in Messaging 2 Future consideration

More options for recurring appointments

Allow me to select from more options when creating recurring appointments. For example, I may want to schedule an appointment on the first three Mondays of the month.
Guest almost 2 years ago in Calendar & Scheduling 2 Future consideration

Populate co-insurance and deductible info in the invoice

make the deductible and co-insurance actively populated into invoices and managed automatically, rather than having to manually enter the correct Patient Responsibility (whether deductible or co-insurance amount) and have to back track when deduct...
Kara Marshall over 4 years ago in Billing & Payments 1 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 assign staff from client when new case is created

When I create a case for a client (either a group case or individual case), have the staff automatically pull from the assigned staff in the client profile so I don't have to add them individually again or remember who I need to add.
Guest almost 4 years ago in Notes & Cases 1 Future consideration

Search insurers when adding an insurer to a client

Allow me to search for insurers when adding an insurer to a client so I don't have to scroll through a long list.
Guest over 1 year ago in Billing & Payments 0 Future consideration

Allow to duplicate questions on dynamic forms

It would be nice if we could duplicate questions and responses on dynamic forms.
Guest 8 months ago in Dynamic Forms 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 over 1 year ago in Client Portal Payments 1 Future consideration