Discuss Ensora Health Products

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

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

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?

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

How do you review peer documentation before they sign the document?

I have had several clients request statements for various reasons.  I am able to print statements, but any claim with a copay does not show on the statement.  What is the trick to get a full statement, listing out all claims and all related transactions?

So since changing over to using Stripe, I do not see the person’s credit card listed on the “Bill to & insurance” page. Previously we could see that at least we had a credit card file right from this page, but now you have to click on “manage payment methods” in order to see if they have a card on file. I understand it is one extra click, but it just seemed faster if I saw that on their. Either that or when we go into the “Ledger” section and accept payment, it would show there too that they had a credit card on file. Is this something that can be changed?

I have been unable to get help from Ensora on this issue and wondering if anyone else has found a fix for this.  My office manager comes in a selects the staff for the day on the “schedule” tab.  She can see a list of appointments for everyone working that day.  When a client attempts to schedule an appointment, she must move to the individual calendar to do that.  When she returns to the “schedule” screen it lists “all” staff and she must go through the process again of choosing the counselors she wants to see.  The changes have caused a lot of extra steps and work and is slowing down the front desk.  Any ideas?

I use Doxy for telehealth and would like to keep using that. Is there a way for me to make that telehealth link the one shown on appointments? I’ve already edited the reminders to be correct, but I want to make sure people aren’t logging into the portal and using the theranest link.

I recently found that case notes entered in TheraNest are appearing in client charts in EPIC. I've contacted TheraNest support, but they haven't been able to resolve the issue. Has anyone else experienced this problem? I'm considering switching EHRs because of it.

This is a question for Fusion users. What is your process like for collecting patient payments? Currently, we put the expected patient payment amounts in the patient alert. Every day, we run an insight report that includes each patient alert and then one of our remote team members processes cards on file to collect each payment. It’s a very manual process, and we’d like to find ways to automate it more.

Hello, I’m interested in setting up different colors for each office location and if that works, next would be different colors for location + service, so several options. Is that possible? I’ve watched the videos and can only seem to change one color for the calendar. I need step by step instructions, if possible. Thank you! 

It would be nice if there was a “copy from last session” for the treatment plan like there is one for the progress notes. 

Is there a way to customize reports by place of service AND city client is in?