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Staying engaged between sessions can make such a difference for outcomes, no‑show rates, and how supported patients and families feel. In this thread, let’s swap the practical things you do to keep patients informed, encouraged, and connected in the “in‑between” time.Think about the small, repeatable habits that are working in your practice—whether you’re using client portals, reminders, messaging, or low‑tech check‑ins. 💖 Healing Heart badge reminder:Contributing thoughtful replies or starting a new topic in our Heart of Care: Patient Engagement discussions is one way to earn the limited‑time Healing Heart badge this month—especially when you’re:Sharing resources others can reuse Answering questions from peers Offering encouragement or concrete tips based on your experience

I’m experiencing a recurring scheduling issue in Theranest. When I schedule a new client and open the room selection dropdown, my therapy office shows as occupied, even though there is no appointment scheduled for that room at that time or on that day. Has anyone else experienced this problem and/or any suggestions in fixing it?

Thank you to everyone who joined our Fusion Forum session on Thursday, January 29! 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.07:05 – Welcome & session overview 12:50 – Industry trends shaping practice success in 2026 15:51 – Fusion direction and product roadmap 25:03 – Q&A💬 Q&A RecapWe did have some questions that were asked which our team was unable to cover due to time. Those questions have been listed below, along with answers from our experts.NOTE: We were excited to receive a number of Fusion feature suggestions from all webinar participants. Please be assured that all feature requests were recorded in an internal document and have been shared with our product teams for further analys

Staff     The permission to Add, Edit, and Archive Dynamic Forms has been moved from the Therapist role to Default Permissions. Admins and Org Admins now have this permission by default, and Therapists retain it only if it was previously assigned. This update resolves issues where admins could not create or modify forms and gives teams more flexibility in managing form access. Clients     Corrected an issue in the new Client details experience, where the “Other” fields did not allow additional information to be entered for the following sections: Gender Identity, Sexual Orientation, Race, Religion, and Preferred Language. Now, selecting “Other” displays a text field to enter additional information. Cases & Notes     Clicking Add Progress Note from the Missing Progress Notes report now opens a case selection window as expected when a client has multiple cases. Previously, the button redirected to the Client > Notes page. [Back to Top]

Staff     The permission to Add, Edit, and Archive Dynamic Forms has been moved from the Therapist role to Default Permissions. Admins and Org Admins now have this permission by default, and Therapists retain it only if it was previously assigned. This update resolves issues where admins could not create or modify forms and gives teams more flexibility in managing form access. Support Center    The ‘Give feedback’ and ‘Suggest a feature’ links under the support center and in staff preferences have been removed as the links to these idea portals will no longer be active. Clients     Corrected an issue in the new Client details experience, where the “Other” fields did not allow additional information to be entered for the following sections: Gender Identity, Sexual Orientation, Race, Religion, and Preferred Language. Now, selecting “Other” displays a text field to enter additional information. Cases & Notes Clicking Add Progress Note from the Missing Progress Notes report now ope

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsClients     The Client Details page has been redesigned for speed and simplicity. Active and archived forms now have separate tabs to reduce clutter, and key client information is highlighted at the top for quick action. These updates are designed to streamline your workflow and improve navigation across the app.  NOTE: This feature is being rolled out in phases, so if you do not see this update yet, you will receive it in a future release.  Cases & Notes     We have renamed the Ensora AI add on to AI Session Assistant to better represent the feature’s purpose and capabilities. You will see this new name reflected across the platform, including in subscription settings, alerts, and welcome emails. As part of this change, the progress note template used for documenting recorded sessions has also been renamed to “AI Session Summary”. Staff     The permission to Add, Edit, and Archi

 eRx ApplicationCompounds Maintenance Corrected a bug that could duplicate the compound drug list via double click. Sig Builder The Best Practices link has been updated. DEA validation ​​​​​​​DEAN is now automatically trimmed to avoid validation errors. Suffix ​​​​​​​PMHNP is now supported as a codified suffix. [Back to Top]  Customer Maintenance PortalPrescriber view ​​​​​​​Removed duplicate row displays for a single location. Inactive prescribers are now shown in italics. Doctor Lookup ​​​​​​​The individual doctor’s EPCS provider is now displayed, rather than the account’s EPCS provider. Bulk Registration ​​​​​​​​​​​​​​A spinner is now displayed while registrations are being processed. [Back to Top]

I am billing a timed code that is 30 minutes each unit. If I put the codes as timed, it tallies it per 15 minutes. I have entered the code as untimed but I need to bill 2 units per 1 hour. How do I add multiple units for this code?

Hello, I am up for yearly renewal and want to explore the new Theranest pricing. I’ve sent out a few messages starting in November of last year but I haven’t heard back. What is the process to changing to the new pricing? 

Sorry that Theranest decided to make it difficult for them to switch credit card billing.   Welcome Cash, Apple Pay, Venmo, Cash App, etc.   I guess I’ll just use a calendar.     

We’re excited to announce the launch of the Ensora Health Certification Program, a new initiative designed to help you deepen your product expertise, build confidence in your daily workflows, and earn recognition for your professional skills. Today, we’re introducing the very first certification in this program—the TheraNest Certification, now available exclusively in the Ensora Experience Hub. This certification is designed for experienced TheraNest users who want to strengthen their practice management skills and showcase their proficiency across core features and workflows. With the TheraNest Certification, you can:  Improve efficiency in your day-to-day TheraNest workflows  Build confidence around compliance and patient-centered care  Stand out as a verified TheraNest product expert  Earn a digital badge to share on LinkedIn and other professional profiles  The certification is self-guided, takes about six hours to complete, and is best suited for users with at least 90 days of 

How Do I Catch Up on Unbilled Appointments?The system offers two powerful tools to help you quickly generate and manage invoices for unbilled appointments: Batch Invoicing and Process Existing Invoices. Here is an overview and step-by-step guide on how to use these tools effectively. Why Use These Tools Together?Batch Invoicing helps you catch up on missed billing by creating invoices for unbilled appointments. Process Existing Invoices ensures you can quickly submit, email, or print those invoices in bulk.   1. Batch InvoicingPurpose: Creates single invoices per client for multiple dates of service within a selected date range.How It Works:Looks for unbilled appointments (appointments without an attached invoice). The date range you select applies to appointment dates.Example:If you need to bill for March appointments, set the date range to 03/01/2023 – 03/31/2023. Click Search and the system will generate invoices for all unbilled appointments in that range. IMPORTANT: Before creati

The claim is being rejected with the message, “A supervisor with a valid NPI is required.” We are already using the correct NPI, but the claim continues to be rejected with the same error.

Jump to Section: New Features & Improvements Defect Fixes New Features & ImprovementsTelehealth Speaker View & Grid View Toggle Users can now switch between Speaker View and Grid View during an active telehealth session. This allows flexibility to focus on the active speaker or view all participants, based on user preference during the session. [Back to Top]   Defect Fixes Revoked Emails Status Column When an invoice or document is sent via email and is revoked, the correct status now displays in the Status column. Telehealth Mute/Unmute (iOS) Fixed an issue where iOS users were unable to reliably mute or unmute participants when using the three‑dot menu and sidebar options interchangeably. Users can now mute or unmute another participant from either option, regardless of the order in which the actions are performed. [Back to Top]

Hi,I have patients with BCBS. Their claims failed to file and the reason is output exception… How do I correct this so I can refile correctly?

We are looking for a way to list patients and their patient ids. It doesn’t look like its an available option for reports. Are we wrong and missing something? Is there another way to export patients along with their patient id?

At Ensora Health, we are committed to giving you the best tools to run your practice with confidence. To keep payment processing secure, reliable, and cost-efficient, we are transitioning from Vantage to Stripe for Ensora Payments. We know a change like this takes effort. Thank you in advance—we’re here to make it smooth. Why we’re making this change  No new costs to you: Vantage significantly raised rates; staying would have meant passing those increases to you.  Modern, enhanced payments experience: Stripe is a well-known, leading payments partner—bringing a modern UI, robust reporting, and ongoing innovation to your practice.  Better, safer processing: Stripe brings enhanced security, improved risk management, and direct support.  What you need to do  Watch the Ensora Payments video overview and walkthrough  Review the Transition Toolkit  Plan for Client Card Reacquisition  Complete Stripe enrollment (usually takes less than 20 minutes)  Prepare a short-term cash reserve for y

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Defect Fixes Graph Display Issue in “Trial by Prompts” Resolved a defect where removing or deselecting a Prompt Code caused a broken image icon to appear when using the “Trial by Prompts” graph for DTT targets.  SOAP Note Text partially cut off when too many Multi-Select Choices Selected Fixed an issue where SOAP note text was truncated when a large number of multi-select options were selected; all text now remains visible. Trial Number Ordering for Interval Data Fixed an issue where the Trial Number column for Whole/Partial Interval data in the web portal displayed out of order instead of sequentially.  Behavior Annotation Popup Alignment Fixed a UI bug where “Edit” and “Delete” were pushed off-screen when Behavior Annotation label characters exceeded the width of the pop-up. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes  New Features & ImprovementsClient Portal New clinical documentation templates have been added to the Intake form section for new accounts created after this release or for those on the Ensora Essentials plan. These include the NICHQ Vanderbilt Assessment Follow-Up Parent Informant and the BDI form. Existing customers already have those forms under the Archived Dynamic Forms tab, which you can copy as an intake form if needed. All accounts will also now see a new template of the DASS-42 form available. Dynamic Forms A new multi-use case form, the DASS-42, is now available as an optional template under Dynamic Forms. Accounts created before this release will find it in the Archived tab, while new accounts will have it active by default. Similarly, the PIE, DAP, and BIRP progress note templates are archived for existing accounts and active for new accounts created after this release.  Schedule Performance improvements wer

Jump to Section:New Features & Improvements Defect Fixes  New Features & ImprovementsClient Portal New clinical documentation templates have been added to the Intake form section for new accounts created after this release or for those on the Ensora Essentials plan. These include the NICHQ Vanderbilt Assessment Follow-Up Parent Informant and the BDI form. Existing customers already have those forms under the Archived Dynamic Forms tab, which you can copy as an intake form if needed. All accounts will also now see a new template of the DASS-42 form available. Dynamic Forms A new multi-use case form, the DASS-42, is now available as an optional template under Dynamic Forms. Accounts created before this release will find it in the Archived tab, while new accounts will have it active by default. Similarly, the PIE, DAP, and BIRP progress note templates are archived for existing accounts and active for new accounts created after this release.  Schedule Performance improvements wer

Jump to Section:New Features & Improvements Defect Fixes  New Features & ImprovementsSchedule Performance improvements were made to the Agenda page to speed up load time for the page, particularly for larger organizations.  Clients We have added new protections to SMS messaging in the Reminders Log to help prevent malicious message activity. When a temporary limit is reached, a notification will prompt you to wait a few minutes before trying again. Billing ​​​​​​​The automatic cancellation policy now auto-populates any amount entered in the seeded canceled service type field when the fee is not waived. Previously, the fee appeared blank even if an amount was entered at the service type level, and would require reentry. The same improvement applies to the canceled, no-show, and late cancel seeded service types for those not using the automatic cancellation policy. The workflow for creating invoices from group appointments has been improved. Instead of being redirected to the