Unanswered questions

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

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!

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

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Hi - if we have a client that is no longer active but has an insurance balance in Ensora - can we still deactivate them?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