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To clarify -we are not talking about existing AI capabilities within this product.Rather we have an AI assisted HIPPA compliant smart phone system with the ability to embed a Theranest API to engage/respond to clients of ours who call in for a variety of admin type info (need to make payment/schedule changes/cancels/new inquiry/etc-not HIPPA medical related data.)As it now stands now without an API link available it takes a person to do these tasks which has been/ is disruptive to staff productivity since everything about the client is inside Theranest.This is a highly needed capability for Theranest to deploy quickly to try to keep up w/AI productivity advances.We can begin to see actual reductions in the routine admin stuff that eats up so much time.I will be interested to see who of the Theranest users are eager to go to the next level.

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 👇📜 High Level SummaryThis quarterly Fusion Forum session highlights ongoing innovation and enhancements within therapy practice management software. The discussion opens with a leadership update reaffirming a continued focus on supporting customers amid broader market pressures.The session provides an overview of recent product advancements, including the growing role of AI-powered tools designed to streamline clinical workflows and reduce administrative burden for providers. The team shares their broader vision for integrating AI across the platform to support documentation, operational efficiency, and overall practice performance.Recent enhancements to the platform are also discussed, with an emphasis on delivering added value within

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

 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsSchedule You can now cancel or delete appointments in bulk from the Bulk Edit Appointments page, saving time when making large schedule changes. We have also added date range, staff, and client filters to help you quickly find the appointments you need.  Cases & Notes You can now use AI Session Assistant for in-person sessions. This update lets you generate editable draft progress notes from recorded in-person visits using the same workflow you already use for telehealth, with early access available in beta for current subscribers. See AI Session Assistant: In-Person Sessions for more information.   Billing The Enrollment Wizard now accessible from the Organization > Claims Service tab, lets you start and complete enrollments more easily by guiding you through a simplified, step-by-step experience. You will see clearer status updates for new enrollments, giving you better visibility

Staff We have updated where the “Can use bulk edit appointments” permission is managed. This permission now lives under Default permissions, so users can access bulk scheduling tools even without Therapist permissions. Your existing permissions will be unchanged. Billing We have resolved an issue with the “Prevent scheduling without an authorization” setting where backdated appointments could exceed allowed sessions or units. Now, when this setting is enabled, appointments that go beyond the authorization limits cannot be saved.

Staff We have updated where the “Can use bulk edit appointments” permission is managed. This permission now lives under Default permissions, so users can access bulk scheduling tools even without Therapist permissions. Your existing permissions will be unchanged.

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!

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.