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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
125 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 3 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 3 months 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

Add an option to require insurance information when adding new clients

Add an option to require all client address, Bill To Info, and an insurer when adding a new client to ensure that insurance billing can be completed successfully after client appointment(s).
Guest 8 days ago in Billing & Payments / Clients & Groups 0 Future consideration
328 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

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 13 days ago in Billing & Payments 0 Future consideration
254 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
224 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