Ensora Mental Health Ideas Portal
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Billing & Payments

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Require Client to add Insurance Information when creating Client Portal Account

Add a setting to require clients to add Insurance Information when creating Client Portal account and a prompt to add Insurance information for those who have previously created Client Portal accounts.
Jacob Mergendoller 5 months ago in Billing & Payments 0 Future consideration
120 VOTE

Add payment link to invoices & statements

Allow clients to pay directly from the sent invoice or statement without having to log into the Client Portal or be sent a separate one-time payment link.
Lisa Briggs 8 months ago in Billing & Payments 0 Future consideration

Add confirmation modal when recording a payment

Adding a confirmation modal when recording a payment will help reduce errors if staff think they are charging a client's credit card when in reality, they aren't.
Kristen Harper 2 months ago in Billing & Payments 0 Future consideration

Notifications for expiring insurance

It would be great if the section for inputting insurance policy info had a spot for a term/renewal date that also sent a notification to a specific staff member.
Christina Leslie 2 months ago in Billing & Payments 0 Future consideration

Show policy holder on Manage Insurance grid

When I go to view a client's insurance under the "Bill to and Insurance Tab" it would be helpful to see the policy holder in the grid under manage insurance without actually having to click "edit" in order to view that information.
Kayla Wilson 5 days ago in Billing & Payments 0 Future consideration

Separate paid and processed tabs for claims

In the Claims workspace, separate the Paid/Processed tab into separate Paid and Processed tabs as they are different statuses.
Bernadette Santiago 5 months ago in Billing & Payments 0 Future consideration
326 VOTE

Partial refunds of credit card transactions

Allow me to apply a partial refund of a credit card transaction. In instances of overpayments, we only need to refund a portion.
Guest over 7 years ago in Billing & Payments 52 Future consideration
252 VOTE

Refund or negative payment options

I've found it difficult and messy to try to track or even enter any situations in which client or insurance has overpaid and I need to issue a refund. I would like to accurately enter the amount which insurance has paid, even if it is over the rem...
Guest about 9 years ago in Billing & Payments 50 Future consideration

Add link to Payer ID List In Insurers Details

Add a link to the Payer ID List to the Insurer Details page that will enable you to confirm Payer IDs. This would improve the workflow to correct the Invalid Payer ID Claim error when running "Check Selected Claims for Errors" . When selecting "Cl...
Guest about 2 months ago in Billing & Payments 0 Future consideration
222 VOTE

Schedule recurring/automatic payments

For clients that are on payment plans, allow me to set up a scheduled one-time or recurring payments for a set amount.
Guest over 8 years ago in Billing & Payments 54 Future consideration