Ensora Community

We need a way to make it required to add insurance card photos for insurance clients. Preferably within the intake forms. There are soooo many TPAs out there now and billing needs to have the correct Payor ID and we can’t rely on clients to give us that correct information (some have trouble even providing a correct/complete ID number, let alone anything else). There also needs to be a way to request this information the same way we do with all the other forms they fill out in the portal.

I have a signed BAA and the New Terms and conditions which go into effect on Sept 14 have raised some serious HIPAA concerns.  Specifically: Section 1 ("Customer Data") and Section 2 ("License to Data") of your new terms raise significant compliance concerns.I have written to the company and left a phone message and am waiting for a response.  Has anyone else received  clarification on the following points:Agreement Priority: If there is a conflict between these new Terms and Conditions and our existing BAA, which document takes legal priority? Do these new terms alter or replace any part of our existing BAA? HIPAA Marketing Restrictions: The new terms state that you may use Customer Data to "market Our products and services." Since our Customer Data contains Protected Health Information (PHI), how does this usage comply with HIPAA rules, which strictly forbid using PHI for marketing without explicit patient authorization? Data Return and Destruction: The updated terms grant your compa

📆 Ask an Expert: Fusion Ensai Session Assistant Tuesday, August 25 at 11:00 a.m. ETRegister Here! Join us for a special Ask an Expert: Fusion Ensai Session Assistant webinar focused on helping Fusion users get more value from AI-powered note generation with Ensai Session Assistant. This live Q&A session gives you the opportunity to bring your questions, connect directly with a product expert, and get answers in real time. Whether you’re getting started with Ensai Session Assistant or looking for practical ways to use it more effectively, this session is designed to help you. Don’t miss this opportunity to build confidence with Ensai Session Assistant!

Hello Community,I’m checking insurance eligibility for a client and keep getting the following error message. I haven’t been able to find an article in the Knowledge Base that explains how to resolve it.Error:Error(s) in response, (requestValid = True, reason = ServiceDatesNotWithinProviderPlanEnrollment, Action = PleaseCorrectAndResubmit, PayerId = , Message = ).The payer setup and the client’s insurance effective date are correct.Can someone please help me understand what this error means and how to resolve it?Thank you,Frances

Hi Ensora Community! Our multi-disciplinary pediatric practice (ST, OT, PT) is evaluating how to best integrate the AI Session Assistant into our daily workflow.Because so much of pediatric therapy is hands-on, play-based, and unpredictable, we’d love to hear from clinicians in similar settings: Capture Method: Do you use ambient recording during the session, or do you prefer doing a 1-minute dictation recap immediately after the child leaves? Parent / Caregiver Reaction: How do parents respond when asking for ambient recording consent during sessions? Capturing Skilled Cues: How well does it capture specific pediatric metrics—like cueing levels (visual/tactile), sensory regulation strategies, or speech trial accuracy—without requiring heavy editing? Multi-Disciplinary Days: For kids who receive PT, OT, and ST on the same day, has AI helped streamline cross-discipline consistency in documentation? Any tips, daily routines, or lessons learned would be hugely appreciated

Hi, Is it possible to send superbills via the secure portal messaging?  I see how to send them via email but I would rather send them via the secure portal since email is not as secure.

I wanted to see if anyone has been able to pull history and cost/coverage information in eRx without manually entering each patient’s insurance.  I am the only provider and have a large quantity of patients with no time to enter each person’s insurance in eRx platform (which was customer service’s suggestion).  The couple of people I have done this for still didn’t provide any information as most of their cards do not have all the Rx benefits numbers needed.

Wondering if anyone else experiences difficulty with new clients accessing intake and forms? Today, I had yet another new client say that she could not advance to the other forms after she completed one. The portal would not let her advance to the next set of forms. I would say that at least 8 out of 10 new clients has some sort of difficulty with the portal. Is it me? At first I thought it was the client, but now it’s been several years and still no change. Sending them a video from Theranest is not helpful. I have pretty high functioning clients so not sure what the issue is. Has anyone else had complaints from clients? It’s really annoying because it takes up a lot of my time. 

We need a way to make it required to add insurance card photos for insurance clients. There are soooo many TPAs out there now and billing needs to have the correct Payor ID and we can’t rely on clients to give us that correct information (some have trouble even providing a correct/complete ID number, let alone anything else). There also needs to be a way to request this information the same way we do with all the other forms they fill out in the portal.

Greetings,My practice is such that I frequently negotiate fees on an individual basis. This is the fee they are charged if they attend the session, or if they late cancel or no show. It would therefore be useful, and logical, for the “Late cancel” and “No Show” code to consult with and insert the amount specified in theexisting field on the Client details page: Set Payment Amount-     $  xx.xx                                                                        (overrides default)     IF there is a value entered there. If the field is empty then proceed with the conditions indicated in the  Cancelation Policy on the ‘Organization Settings tab.

Hi! Our practice has several different Progress Note Templates, including EMDR-specific notes, session notes, treatment plans, and safety plans. Is there a way to make the Summary of each note in the progress note tab identify the template name instead of only the service date so they are easy to find when needed? Thanks! 

I not infrequently have clients needing copies of previously paid invoices to re/submit to their carrier, or even to verify a transaction or date. Yes, i encourage people to print/download copy’s when paying, but nonetheless...

Is there a way to send a payment link that does not expire in 24 hours? clients often see the link and wait to long to use it. 

Is there a way to have forms and documents translated to Spanish (or another non-English language) in the Patient Portal so that patients and parents can have better access to the documentation we use? Manually translating intake forms turns out distorted on the parents’ side because of the tilde or acute accent used on “n” and vowels “a, e, i, o, u” letters.

I get an error when I try to print a document from Procentive, or even save it as a pdf. I have attached the error message. Does anyone know how to fix this?  

Has anyone found a good cheat sheet for OT and ST billing? 

We have the PRO-245G-1100S and 1101S forms for the Comprehensive Assessment and Summary. I would like to replace it with form PRO-245G-EP1100.  How can I do that?

We have six office staff with full admin permissions and 27 therapists. Office Staff currently handle all initial new client  intake via phone and verify insurance before confirming new client appointments. We would like to allow new clients to request an appointment online, then have our office staff confirm their insurance and then have office staff send a message to the client confirming the appointment. We do not want our therapists involved in confirming new client appointments.However, when an appointment has been requested via a New Appointment Link, the Unconfirmed Appointment only shows in the therapist's account but not for office staff. Online scheduling for new clients in Theranest is impossible without office staff being able to see new Unconfirmed Appointments. >>>Is there a setting that I’m missing? We need all office staff to be able to see all Unconfirmed Appointment requests.>>>Does anyone have any alternative recommendations for online scheduling pl

Any one else HATE the Support Hub?  It is so frustrating! Why does it have to require a separate login? Once I am in it, I can NEVER access my current case information.  The move to a support hub has made communication with Fusion/Ensora so much less efficient. 

As a pediatric OT/ST/PT clinic we provide both habilitative and rehabilitative services and therefor have a need for modifier 96/97 on a patient case level. However, after talking with a rep today, it seems that our only current option to code correctly with Fusion is to put these modifiers on each individual claim.Strange to me how they market as a therapy software but not allow a basic therapy modifier on a patient case.The claim level edits are incredibly tedious and time consuming given our large volume of claims. How are other clinics dealing with this? What am I missing? 

Is there any way to include the clients insurance ID in the customization grid?

Rehab therapists spend nearly five years of a 30-year career on documentation, and it's the top driver of burnout. This year we've been building Fusion to change that. On July 14, three new tools go live. What’s New: Remote Therapeutic Monitoring (RTM), powered by Wibbi: Enroll clients in RTM directly from Fusion, which generates notes, maps billing codes, and produces claims automatically, no appointment required. Available to practices using Home Exercise Programs (HEP) powered by Wibbi at an additional cost. Flowsheets: Customizable, protocol-driven documentation that tracks time-based activities and applies CPT codes and CO/CQ modifiers automatically, using CMS de minimis logic. Native MIPS Reporting: Configure applicable MIPS measures for speech therapy, occupational therapy, and physical therapy right in Fusion, backed by a report that flags complete, missing, and incomplete data. These join several other updates already live in Fusion this year: AI Session Assistant, Custom Asse

If certain staff aren’t using Procentive alot how can I “turn them off” in Procentive?  Essentially taking them off the calendar, too.  Thank you! 

Can anyone please help me with how to refund from Fusion, I have mistakenly charged a patient by credit card.

I’d like to be able to see who I have emailed statements to after batch invoicing