Ensora Community

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 have been searching site for a video to share with staff (RBTs) on use and navigation of the mobile app for data collection. Everything I have found has been more geared towards BCBAs. Can someone please point me in the right direction. Thanks!

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.

We’re inviting PT, OT, and SLP professionals across the country to share their perspectives in our Future of Rehab Therapy Survey. This is your chance to speak openly about what’s changing in the field, the challenges you’re navigating, and how you’re planning to grow in the year ahead.Your insights will contribute to a national, therapist‑driven report, helping spotlight the realities of today’s rehab professionals — and shaping where the industry is headed next.Why participate?Help build a nationwide perspective from therapists like you Get early access to the final report Enter for a chance to win a $250 gift card Takes only a few minutes; all responses are confidential👉 Make your voice heard: Take the Future of Rehab Therapy Survey

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! 

Affirming language and correct pronoun use are foundational to LGBTQ+ affirming care—but getting everyone on the same page can take intentional training and reinforcement.We’d love to know: What does staff training on affirming language and pronouns look like in your organization today? In the comments, please share:What’s worked well (format, facilitators, length, examples used) Any scripts or cheat sheets you give staff for introductions, pronoun checks, and corrections How you handle mistakes (repairing harm, modeling accountability, reinforcing learning) Any challenges you’ve encountered getting buy-in from staff or leadership🔐 Reminder: Please keep all examples de-identified and avoid sharing any PHI or patient-specific details.

For many LGBTQ+ patients, simply walking into (or logging into) a care setting can be stressful. Small, visible signals of support can go a long way in building trust and safety—before a single word is spoken.In this thread, let’s talk about how you’re signaling inclusion and safety across your patient experience:What signage, symbols, or statements do you display in waiting areas, offices, or telehealth spaces? How do your patient portal, appointment reminders, or website reflect LGBTQ+ inclusivity? Do you use inclusive language in your automated messages, forms, and onboarding materials? Have you introduced any visual cues for pronouns (e.g., badges, name tags, Zoom/telehealth display names)?Ideas you might share:Sample wording for a non-discrimination or inclusion statement shown on forms or portals Examples of inclusive appointment reminders or portal messages Photos or mockups of signage, digital banners, or office displays (with no identifying info)🔐 Reminder: Please keep all ex

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?

Does anyone know how to get rid of the  pink "Learn Here" dot on every page in TheraNest? It is distracting and annoying.  We are not idiots. We don’t need this.

Hello, we’re a group practice of under 20 providers. We have a new clinician who wants to enable self-scheduling, but all I am seeing is an on/off switch for ALL providers. This raises questions as to the ramifications of turning that on:Once it’s on, do all providers’ clients now have access to self-scheduling or are there more steps to make it available? Having it available to everyone on the flip of a switch sounds terrifying. (👎🏽) If there are more steps, what are they? Can find no guidance or tutorial in the KB (👎🏽) How are people who are using it finding the functionality? Easy, complicated, mixed? Please elaborate.Thanks in advance.

Has anyone figured out a way to account for the processing fees in Stripe when paying providers? I was told that there’s not a report that shows what providers are actually owed - minus the processing fee that changes depending on many factors and can’t be deducted using a simple formula in a spreadsheet. 

Hi, I’m curious to hear about other’s experience using Theranest. Are there medium size groups (15 clinicians) who like the product and have used it for a significant amount of time? 

We Hope to see the Client Details Page updated under Contacts. Currently it has fields to populate Home Phone, Mobile Phone and Email then the Emergency Contact so we have to use the Client Notes section field to populate the Caregivers Name to know who to call or download the intake forms to search this information. We would love to see new fields added to populate Caregiver 1 & Caregiver 2 name to make it clearer who to call for any business related needs!   

Hello,I am writing to share some feedback and suggestions regarding the client portal. While I enjoy using Theranest, I believe there are several opportunities to enhance the client-facing side of the platform to make it more aesthetic and user-friendly. Specifically, the following updates would be great: - Improved User Interface: A more modern and appealing design for the portal, particularly for the intake submission process. To be more competitive with other software.- Required Document Uploads: A feature that requires clients to upload photos of their ID and insurance cards within the intake forms.- Branding Customization: The ability to add company logos to the client portal, similar to the customization available on the clinician login page.

Hi we really need to be able to export the first name, and last name, and preferred name in any export into excel. It is needed for full identification, and we need to be able to sort by either of the 3 name identifiers.plse advise.thank you

Will the completed client intake documents still be stored under general documents ?

WE REALLY COULD USE THE ABILITY LIKE ms TO GRAB A FOLDER OR FOLDERS WITH DOCS INSIDE AND UPLOAD IN ONE CLICK.AND THE SAME FOR DOWNLOADS. 

I’d really like to see an addition to the ledger/invoice area so we can add EOBs or just general correspondence with insurance, etc. It would be nice if each invoice had that section but an overall tab might still be sufficient. 

I’m reaching out because I’m having some issues within Claims Services and Automation Settings.I am hoping to confirm how the automation is supposed to function. My goal is to have an invoice automatically created when a session status is changed from “Upcoming” to “Kept.” If I leave the automation settings as they are currently configured, will that occur automatically?Recently, I’ve noticed that claims are not consistently being created during the nightly process. I’m trying to determine whether I may have adjusted a setting that impacted this, or if something else is preventing claims from generating.If the invoice creation upon marking a session as “Kept” is not currently an automation feature, is that something that can be enabled or added?Thank you in advance for your help. I appreciate any clarification you can provide 

When making appointments, the appointment window has always had the annoying glitch of becoming too large when setting a telehealth appointment. Then you have to scroll down every single time to save the appointment. This is annoying when you have to do it over and over. All they have to do is to make the “notes” box smaller (and expandable) and not have it be a set size.Also, now the cursor does not automatically go to the client name box, so every time, you have to move the cursor manually back up to that box. Again, this is annoying when you have to do this over and over. For a while, this glitch was fixed, just long enough for us to get used to opening a new appointment window and starting to type. Now you start to type, realize the cursor is not in the name box, move the cursor and type again.  With all the wonderful new “fixes”, can’t Ensora just fix some of the little annoying things that make things unpleasant on a daily basis?