Ensora Community

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Hi - if we have a client that is no longer active but has an insurance balance in Ensora - can we still deactivate them?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 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