Discuss Ensora Health Products

We are new to Fusion.  I cannot find the reports to book our Charges, Payments and Adjustments for Financial Statements and an Accounts Receivable Report that would tie out. Any Suggestions?  

Tasks need an overhaul! Email and/or push notification options. Also the ability to re-assign with a note or update would be helpful. Also “if/then” prompts for automation would be great!Also, anyone should be able to assign a task - not just admin roles. 

I’ve searched several times for this info. I’m not thrilled with this process of how to figure out how to do things. I don’t have time for this, and key words don’t even bring up anything related to my question. So, can someone point me (if you even can do this) how to send out bulk assessment to active clients, i.e. I’d like to send out a broad assessment for anxiety and depression to every active client on my schedule on the first day of every month. Thx!

Why is the Theranest portal so difficult for clients to navigate? So much of my time is spent helping clients navigate the portal, find previous payment information, etc. Especially billing...they have to click on “make a payment” to see payments they’ve already made? That is so confusing and completely illogical. Clients are stressed and anxious, and it’s been frustrating for them and me. They don’t need more stress in trying to access simple things. Because I can’t see their screen, it’s difficult for me to help them. It would be nice if Theranest could just have ONE link of instructions for clients where they can find help with all of the various topics (billing, superbills, insurance info, etc).Is there a document I can download and share, or a video for clients I can add to our intake emails to help them understand more and eliminate the time spent on helping them? If it weren’t such a hassle, I would have switched from Theranest years ago!Does anyone have

Being able to construct a form exactly they way I am typing into this box, with the form contect like pictured below… would be idea!  Each different element to even create bullets is tedious. AND having form fields (merge fields) or placeholders!! Could that be possible?  

In observance of Memorial Day, our support team will be closed on Monday, May 27, 2026.We’ll resume normal support hours on Tuesday. If you need help while we’re away, feel free to submit a request by emailing us at TheraNest.support@ensorahealth.com and we’ll follow up as soon as we’re back online.Thanks for your patience, and we hope you have a safe and meaningful holiday.     

Is there a way to handle this better?  We want the client portal to be open to current clients for scheduling, but sometimes a clinician will have availability showing because clients have canceled or have schedules that change week to week, and it shows as available for new clients. We would love to prevent new clients from being able to schedule with clinicians who are not accepting new clients while still allowing new clients to access the client portal, so that they can schedule with clinicians who are actually accpting new clients. Is there a way to design this in our permissions? 

I have been to the training regarding the upgrade to theranest from theralink, and I’ve used all the links that were provided in that training. However, my upgrade is tomorrow and I have not yet found ANYTHING that tells me exactly what to expect tomorrow for the upgrade. Will they send a link for me to use while the upgrade is happening? Will I just turn my computer on and they’ll do all the work?  Please someone tell me what to expect!!!Andrea 

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.

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

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!

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.

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

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

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?