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Ensora Mental Health Ideas Portal

Hide or remove tabs from clients and cases

I would like the ability to hide or remove tabs in the Client's profile as well as Cases that are not relevant to my practice or I don't use. For example, we don't bill so I'd like to remove the Bill To & Insurance tab.
App Type Provider App
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    • Cindy Concannon
      May 16, 2025

      According to your training materials, archived forms should not appear as tabs for new clients. However, this has not been our experience. Archived tabs continue to display for new clients, which creates confusion and inefficiencies in our workflow.

      What has been particularly frustrating is that, despite repeated attempts to address this issue—both through my team and direct communication between our IT personnel—it remains unresolved. We have been told that the system is functioning as intended, even though this contradicts your own documentation. Additionally, the suggestion that we must vote for this issue to be considered for resolution does not align with the urgency or the logical expectation that archived content should not surface in new active client records.

      At this point, we are actively exploring alternative electronic health record systems due to the lack of responsiveness and resolution (It appears this has been a problem since 2021!). Please understand that this is not a decision we take lightly. We value the relationship we've had with your company and would prefer to see this issue addressed constructively and efficiently. However, continued inaction makes it difficult for us to justify staying with a platform that does not support our operational needs.

      I would welcome any update you can provide regarding a plan or timeline to address this issue properly.

    • Cindy Concannon
      Oct 20, 2023
      It would be good to hide tabs that don't apply to certain clients. for instance I have Adult intakes and Child intakes. I would hide the Adult intake tab for all of my child clients and visa versa. Too many tabs per client!
    • Guest
      Feb 12, 2019
      I use large number of custom forms and don't utilize the built in templates in TheraNest. It would simplify things if I could choose to show or hide tabs in individual/group cases.
    • Guest
      Oct 13, 2016
      I suggest that you have an option to hide the default forms that come with TheraNest. Our organization uses only custom forms, and the therapists find the presence of so many extra forms we do not use cumbersome and distracting.