Ensora Community

I’m not sure if this is the right place for this suggestion. In the “additional details” tab, it would be amazing if those fields were customizable. We have no real need for the existing fields, but could definitely utilize a tab for “client comments” where a note could be made, or a place for other generalized info, such as PHI authorized individuals. (there used to be a “request a feature” area… is this it now?)

Client Portal letting clients join session without payment and recording payment! Prior customer support inquires for the same issue not addressed. Horrible corporate transition management.

RBT tablet is not syncing. It is lagging about two weeks behind. Her phone will sync, but not her tablet. 

The option to Record a Payment should not be allowed when making a payment by credit card. Since switching to Stripe payment processing and the updates that have taken place in Thera Nest, we’ve noticed that you can Record a Payment by credit card without actually charging the card. This ability should be inactivated or maybe at least move the two options further away from one another, as this creates confusion and the possibility of missed payments.For those who wonder, I found that in Thera Nest the Payment Methods report can be run to discover these missed charges. Toggle the Paid with a Card option and any that say No have not actually been processed. 

Can you add options to edit and add insurance required information to the initial assessment?

In observance of Independence Day, our support team will be closed on Friday, July 3rd, 2026. We’ll resume normal support hours on the next business day. If you need assistance while we’re offline, feel free to submit a request by emailing 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 enjoyable holiday. 

After submitting claims to MN MA (MN-ITS) the status is No Response. This has never happened before. Anyone else having this issue?

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?  

Watch our TheraNest: Quick Tips Webinar On-Demand Now!! Short, focused, and full of practical takeaways. Each Quick Tips session gives you one actionable skill or feature to try out right away, designed to make your workday a little smoother. 

Watch our TheraNest: 201 Webinar On-Demand Now!! Ready to go beyond the basics? 201 sessions dive into advanced workflows, customization options, and strategies to help you work smarter and get more out of your TheraNest experience. 

Watch our TheraNest: 101 Webinar On-Demand Now!! New to the platform or need a refresher? 101 sessions cover the essentials: foundational tools, basic navigation, and everyday tasks- with guided walkthroughs and space for live questions. 

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 any suggestions? Maybe I

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 

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 👇 📜 High Level SummaryThis quarterly Fusion Forum session highlights ongoing innovation and enhancements within therapy practice management software. The discussion opens with a leadership update reaffirming a continued focus on supporting customers amid broader market pressures.The session provides an overview of recent product advancements, including the growing role of AI-powered tools designed to streamline clinical workflows and reduce administrative burden for providers. The team shares their broader vision for integrating AI across the platform to support documentation, operational efficiency, and overall practice performance.Recent enhancements to the platform are also discussed, with an emphasis on delivering added value within

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 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!

Fusion’s Ask an Expert sessions give both new and experienced users access to dedicated, live support. These office-hours–style sessions are built to support organizations at every stage of their Fusion journey. Whether you’ve just purchased Fusion or have been using it for years, this is your opportunity to:Ask questions in real time Learn best practices from product experts Pick up helpful tips to make Fusion easier and more efficient for your teamAsk an Expert Series Schedule 📆 Ask an Expert: FusionRegistration Link We can’t wait to see Fusion users join us and take full advantage of this way to learn, ask, and connect!

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.