Ensora Community

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?

TheranestWe really need a SAVE command when we configure a report especially when most of them are used and reused. All the regular financial and related systems have a save facility like Quickbooks and others.

I do not like the new look to the client info page. There is too much stuff going on at the top now. I never had trouble with the old page. Please get ride of all the duplicate info at the top. Especially the very top line of info. It is unnecessary. Also bring back the client portal button that says if the client portal is active or not.

As of the new update yesterday, February 11, 2026, the client profile page is down for my entire practice. We can’t access a LOT of information. Help and advice please.

I am running my first payroll report - we are missing charges from only one therapist… which setting am I missing for this one employee?? 

Cannot figure out if batch claims corrections are possible. We have to correct about 2k claims to include a modifier and different fee. Is there a way to do this that isn’t one-by-on and entirely manual? 

Staying engaged between sessions can make such a difference for outcomes, no‑show rates, and how supported patients and families feel. In this thread, let’s swap the practical things you do to keep patients informed, encouraged, and connected in the “in‑between” time.Think about the small, repeatable habits that are working in your practice—whether you’re using client portals, reminders, messaging, or low‑tech check‑ins. 💖 Healing Heart badge reminder:Contributing thoughtful replies or starting a new topic in our Heart of Care: Patient Engagement discussions is one way to earn the limited‑time Healing Heart badge this month—especially when you’re:Sharing resources others can reuse Answering questions from peers Offering encouragement or concrete tips based on your experience

I’m experiencing a recurring scheduling issue in Theranest. When I schedule a new client and open the room selection dropdown, my therapy office shows as occupied, even though there is no appointment scheduled for that room at that time or on that day. Has anyone else experienced this problem and/or any suggestions in fixing it?

Thank you to everyone who joined our Fusion Forum session on Thursday, January 29! 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.07:05 – Welcome & session overview 12:50 – Industry trends shaping practice success in 2026 15:51 – Fusion direction and product roadmap 25:03 – Q&A💬 Q&A RecapWe did have some questions that were asked which our team was unable to cover due to time. Those questions have been listed below, along with answers from our experts.NOTE: We were excited to receive a number of Fusion feature suggestions from all webinar participants. Please be assured that all feature requests were recorded in an internal document and have been shared with our product teams for further analys

I am billing a timed code that is 30 minutes each unit. If I put the codes as timed, it tallies it per 15 minutes. I have entered the code as untimed but I need to bill 2 units per 1 hour. How do I add multiple units for this code?

Hello, I am up for yearly renewal and want to explore the new Theranest pricing. I’ve sent out a few messages starting in November of last year but I haven’t heard back. What is the process to changing to the new pricing? 

Sorry that Theranest decided to make it difficult for them to switch credit card billing.   Welcome Cash, Apple Pay, Venmo, Cash App, etc.   I guess I’ll just use a calendar.     

We’re excited to announce the launch of the Ensora Health Certification Program, a new initiative designed to help you deepen your product expertise, build confidence in your daily workflows, and earn recognition for your professional skills. Today, we’re introducing the very first certification in this program—the TheraNest Certification, now available exclusively in the Ensora Experience Hub. This certification is designed for experienced TheraNest users who want to strengthen their practice management skills and showcase their proficiency across core features and workflows. With the TheraNest Certification, you can:  Improve efficiency in your day-to-day TheraNest workflows  Build confidence around compliance and patient-centered care  Stand out as a verified TheraNest product expert  Earn a digital badge to share on LinkedIn and other professional profiles  The certification is self-guided, takes about six hours to complete, and is best suited for users with at least 90 days of 

The claim is being rejected with the message, “A supervisor with a valid NPI is required.” We are already using the correct NPI, but the claim continues to be rejected with the same error.

Attention TheraNest, Fusion, WebABA, and MCP3 customers!Join our Payments: Transition from Vantage to Stripe webinar every Monday at 1 PM EST to ensure a smooth and timely enrollment.✔ Learn what’s changing✔ Get step-by-step guidance✔ Ask your questions live Click on your preferred date from the list below to reserve your spot today and stay ahead of the transition!January 26 February 2 February 9 February 16 February 23 March 2 March 9 March 16 March 23 March 30

Hi,I have patients with BCBS. Their claims failed to file and the reason is output exception… How do I correct this so I can refile correctly?

We are looking for a way to list patients and their patient ids. It doesn’t look like its an available option for reports. Are we wrong and missing something? Is there another way to export patients along with their patient id?

is theranest hippa cmpliant with copilot

I have several claims for Blue Cross Blue Shield of Alabama all with the same rejection code, REJECTION: Status Details - Category Code: (A4) The claim/encounter can not be found in the adjudication system., Status: Entity not found., Entity: BillingProvider (85).I have contacted the insurance company but the claims are not in their system.   My support cases keep getting closed because when I reply to the email it comes back saying it cannot be delivered. How can I get some guidance for correcting this rejection reason ?

Will Eyemed ever work again?  I can’t get Apex to respond to my inquiry.

We are extracting the data using the API, and in the raw skills data we only receive the value field. For Fluency-type targets, we don’t understand how that value is calculated.In Ensora, we can see additional information, but in the extraction we only receive values like 0.0222 (and similar). Could you please clarify how the value is calculated for these types of targets and what inputs are used in that calculation?

Is there a way to automate the creation of “Staff” in Procentive? Is there any sort of guide or way to import documents (like a CSV) to automate the creation of Staff? I would want to automate the “Staff”, “Role”, “Locations”, “Programs” tabs within.