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Thank you to everyone who joined our Fusion Forum session on Thursday, April 30! It was great to hear your questions and see how you’re using Fusion in your day‑to‑day work.Whether you couldn’t join live or just want a refresher, we’ve got you covered 👇▶ Watch the RecordingYou can watch the recording by clicking the link above. Below are some timestamped key moments in the agenda if you prefer to skip ahead.00:10 – Welcome & session overview 02:51 – Pricing Strategy Announcement 05:30 – Product Roadmap and Innovations 07:52 – Infrastructure and Compliance Investments 09:45 – New Features and Enhancements 11:53 – AI Integration in Fusion 25:41 – The Future of Rehab Therapy 27:57 – Practice Success Index 30:20 – Upcoming Events and Engagement Opportunities 33:14 – Q&A💬 Q&A Recap (COMING SOON!)We did have some questions that were asked which our team was unable to cover due to time. Those questions are in the process of being answered by our team and will be updated and list

The "Copy Note From Last Session" feature is good in theory but the execution is poor. When I want to copy a note but let's say my last note was a "Note to Chart", it copies that and not the progress note I need it to copy. I wish we could choose which note to copy from (i.e., the last GIRP note instead of the Note to Chart). It becomes basically useless if the last note does not match the progress note I require. Please fix this Ensora, otherwise, I cannot reccommend this platform to my colleagues since this is very inconvenient and quite a time-waster when i need to redo an entire GIRP note from scratch just because I needed to do a Note to Chart recently.

We would greatly benefit from a claim-specific audit trail that clearly tracks all edits made to a claim, including what was changed, by whom, and when. Ideally, this would include a version history and a clear indicator of whether changes occurred before or after the claim was submitted to insurance.This functionality would significantly improve billing accuracy, internal auditing, and compliance, while reducing the time required to investigate discrepancies or denied claims. Thank you!

I made a test client and when they enter their client portal and attempt to make a new appointment there is nothing in the “select service” drop down so they cannot. I checked my settings and all the service types are entered and my availability is set. Help?

I am writing to request an update or enhancement to the treatment plan review functionality in TheraNest. Currently, the system allows clinicians to create a treatment plan, but there does not appear to be a clear way to complete a formal treatment plan review that measures and documents progress toward each existing treatment goal and objective.This creates a compliance concern for Maryland outpatient mental health providers. Under COMAR 10.21.20.07, Outpatient Mental Health Centers are required to review the Individual Treatment Plan as frequently as necessary and at minimum every six months. The regulation requires that the review be documented in the medical record and include an assessment of the individual’s progress toward previously identified treatment goals, incorporate the client’s perspective, document any goal changes based on progress, document changes in treatment strategies, and document any diagnostic changes.The current limitation is that clinicians can create a treat

OverviewProviders can temporarily pause one or more clients during a live telehealth session by moving them to the Waiting Room. This allows you to manage interruptions or take a brief pause without ending the visit. Paused clients can be resumed at any time.Jump to Section:Overview Before You Begin Pause Clients Pause all Clients Pause a Client Resume Clients Additional InformationBefore You BeginYou must be the provider (host) in the session. This feature is available in group and one‑on‑one sessions. Clients cannot pause or resume sessions themselves.  Pause ClientsWhen a client is paused, they see the following message:“Your provider has paused this session and the session will be resumed shortly.”NOTE: This message remains visible until the client is resumed or leaves the session. Pause all ClientsUse this option when you need to pause the session for everyone except yourself.During the session, open the More menu. Select Pause All Clients. Review the confirmation message. Click

 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsTelehealth Waiting Room Pause/Resume Hosts can now pause individual or all clients into a Waiting Room with confirmation prompts, host-only controls, and clear participant messaging. Paused clients are temporarily removed without reloads, can be resumed individually or in bulk, and cannot affect other participants — providing safer, clearer, and more controlled session management.  [Back to Top]   Defect FixesGoal Text Overflows when Archiving/Unarchiving Goals with long descriptions now display correctly when archived or unarchived. Previously, goals containing lengthy text could cause the goal dialog to overflow into the page margins during archive or unarchive actions.  Unable to sign Evaluation Initial evaluations with large history sections now preview and sign successfully, whereas previously evaluations containing extensive or uninterrupted text could time out during preview or signing.

 Appointments Resolved an issue where the Deleted Appointments report incorrectly displayed appointment deletion user information, showing deletions attributed to users not logged into the system during the deletion timeframe. Corrected an issue where Group Appointments were excluded from Phone Call Reminders files when customers used the Column Selection tab to override default column settings. Billing Resolved an issue where staff modifiers were not applying correctly to all procedures on multi-procedure claims. When a claim contained multiple procedures with different providers, the modifier would only pull from the first procedure line instead of applying based on each provider's credentials. Addressed an issue where copays and deductibles were not properly transferred to the next payer in the ledger when manually posting payments, resulting in incorrect ledger balances that did not match patient statements. Corrected an issue where users received "Provider Missing" errors when

NOTE: The following release notes for Ensora Telehealth apply to all Ensora Health products that utilize these services unless otherwise stated in the yellow callouts.  Ensora TelehealthNew Features & ImprovementsTelehealth Waiting Room Pause/Resume Hosts can now pause individual or all clients into a Waiting Room with confirmation prompts, host-only controls, and clear participant messaging. Paused clients are temporarily removed without reloads, can be resumed individually or in bulk, and cannot affect other participants — providing safer, clearer, and more controlled session management.  PRODUCTS: Fusion TheraNest [Back to Top]

Billing Customers connected to Claim.MD can now use our new Enrollment Wizard to make payer enrollment faster and easier. This guided experience pre-fills information from the system, opens in a dedicated window, and clearly shows enrollment status. This will roll out to all remaining customers in a future update.  We resolved an issue where invoice creation automation was not working for customers without insurance billing. Automated invoices will now be generated correctly for all subscribed customers, regardless of clearinghouse connection or Claims Services status. Payment Processing We have begun rolling out backend payment processing updates to improve long-term payment reliability. This update does not change your current payment workflows. NOTE: We are rolling this update out in phases. Cases & Notes You can now view treatment plans on a modernized list page with better performance, consistency, and accessibility. Your existing workflows stay the same, with cle

Billing Customers connected to Claim.MD can now use our new Enrollment Wizard to make payer enrollment faster and easier. This guided experience pre-fills information from the system, opens in a dedicated window, and clearly shows enrollment status. This will roll out to all remaining customers in a future update.  We resolved an issue where invoice creation automation was not working for customers without insurance billing. Automated invoices will now be generated correctly for all subscribed customers, regardless of clearinghouse connection or Claims Services status. Payment Processing We have begun rolling out backend payment processing updates to improve long-term payment reliability. This update does not change your current payment workflows. NOTE: We are rolling this update out in phases. Cases & Notes You can now view treatment plans on a modernized list page with better performance, consistency, and accessibility. Your existing workflows stay the same, with c

Jump to Section:New Features & Improvements Defect Fixes New Features & Improvements Billing A subset of customers signing up for insurance billing for the first time will have Claim.MD as their partnered clearinghouse solution instead of Apex. Customers connected to Claim.MD can now use our new Enrollment Wizard to make payer enrollment faster and easier. This guided experience pre-fills information from TheraNest, opens in a dedicated window, and clearly shows enrollment status. This will roll out to all remaining customers in a future update.  Schedule A validation has been added to prevent future appointments from being updated to a status of “Kept” to aid in compliance requirements. Cases & Notes You can now view treatment plans on a modernized list page with better performance, consistency, and accessibility. Your existing workflows stay the same, with clearer visibility into plan status. Staff You can now clearly see which staff member you ar

How do you access the new AI Assistant web based mobile app?

Immunizations Quick Pick  Sped up searching for vaccines and immunizations using the Immunizations list found in the dropdown under Favorites.  Prescription Editing  Corrected an issue where some staff users were unable to edit a prescription without having a prescriber selected.  Closed Sig Builder  Corrected a bug that could impact the days supply calculations for some medications.  Digital Signing Batch API  Corrected a bug that could prevent some prescription information from being returned. This does not affect screen users.   [Back to Top]

Hi, I am trying to streamline my payroll process* and figure out how to most effeciently use Theranest reports to help. I am looking at the Payroll Data Export Report report, and want to know how the  'Show Items Already Paid Out to Therapists' check is used. Namely, how do I note what has been paid out, so it won’t repeat in the report? If there are other reports or processes that can effeciently capture what has been paid out, and what hasn’t been paid out, please let me know!thanks!*our current payroll process is that we pay out when an invoice is fully paid by running ‘Daily Billing’ report to see what has been fully paid, and cross reference it with a log of kept appointments. This is cumbersome (but thorough) - looking for a way to make it a faster process, but not double pay for collected payments! 

I got these back and wanted to know what it means. Should I change the DMS diagnosis?Remark: MA63 Remark: M81

Jump to Section:New Features & Improvements Defect Fixes​​​​​​​  New Features & ImprovementsTelehealth Whiteboard for Interactive Sessions Providers can now launch a shared whiteboard during telehealth sessions to collaborate with clients in real time. Participants can draw, annotate, and add text simultaneously, with all updates instantly synchronized across the session. The whiteboard integrates seamlessly into existing telehealth workflows and automatically opens and closes based on session lifecycle events. See Telehealth Whiteboard for more information. [Back to Top]   Defect Fixes​​​​​​​ Custom Intake Delete Button Partially Hidden by Table ​​​​​​​We have resolved an issue where the delete button was partially hidden when hovering over tables in custom intake forms. The delete button is now fully visible and easily accessible. Duplicate Invoice Amount on Invoices Page ​​​​​​​We have fixed an issue where invoice balances appeared doubled on the Billing → Accounts →

Can we turn off “copy note from last session?” I added it to my dynamic form template but I find that it still copies.

We would like to request that appointment reminders require patients to respond.           - If they press cancel - a message pops up instructing them to call our office, and the office receives notice that patient is wanting to cancel (red X on the appt)           - If they press confirm - a message pops up thanking them for confirming and that we’re looking forward to seeing them soon.  and the office receives notice that patient is confirmed (green check mark on the schedule).

Hi - if we have a client that is no longer active but has an insurance balance in Ensora - can we still deactivate them?

after hit save icon, the screen pops up withthe details of this appointment conflict with therapist following availability. Unavailable on the selected date, which may create scheduling conflicts  Other times it has said can’t schedule more than one BUT the calendar is empty.New here please help.  I can’t find where to put in therapist daily availability

Portal Chart Data Consistency   Fixed an issue where data was displayed across multiple series when only a single data point existed. Data is now correctly merged into one series for clearer and more accurate visualization.  Graph Rendering Stability   Resolved a problem that caused a broken image icon to appear in graphs when associated prompt codes were deleted. Graphs will now render correctly in these scenarios.  PIN Length Validation   Addressed an issue where users could set a PIN exceeding the maximum number of digits defined in organization settings. PINs are now properly validated against the configured limits.