PERMISSIONS REQUIRED: You must have Organization Administration Permissions.
You may migrate from MyClientsPlus 2.0 to Ensora Mental Health through a manual process. This process involves requesting your data from MyClientsPlus 2.0, extracting the files provided, and uploading them to Ensora Mental Health
This article provides an overview of how to set up Ensora Mental Health including a brief overview of how to import your clients and files. For complete details on importing clients via a CSV file see Import Clients..
IMPORTANT: Migrating to Ensora Mental Health is voluntary and must be completed manually.
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Step 1: Request Migration Files
To migrate from My Clients Plus 2.0:
- Contact the Customer Care team and request the files which will be sent to you in a .zip file.
- Extract the files.
IMPORTANT: Files contain confidential client health information and should be kept secure in compliance with HIPAA regulations.
Step 2: Before You Begin
After submitting the request for your files, prepare for the migration by reviewing documents in the Ensora Mental Health Knowledge Hub. It is recommended that you complete at least Phase 1 on the Ensora Mental Health Onboarding process before migrating your data.
Onboarding Phase 1
Now you are ready to import your Client data (aka Migrate your Files). See step 3 below.
Step 3: Migrate Files
You will receive a set of .csv files and two folders. The only .csv file that is uploaded is the Clients file.
- Follow the Import Clients into Ensora Mental Health instructions to upload the Client files into Ensora Mental Health.
Because you set up your Organization Settings and entered your Staff in Step 2 above, you can now assign staff to your clients you just imported. See Assign Staff Member to Clients & Cases for more information.
IMPORTANT: Files contain confidential client health information and should be kept secure in compliance with HIPAA regulations.
Step 4: Insurance and Client Billing
Setting up your Insurance and enrolling in Client Billing is Phase 2 of the Onboarding process.
See Setup Insurance Billing for more information.
IMPORTANT: Currently, the only clearinghouse available in Ensora Mental Health is Ensora Clearinghouse. You will need to go through the enrollment process to switch your clearinghouse to Ensora Clearinghouse. See Clearinghouse Enrollment for more information.
Enroll in Merchant/Credit Card Processing
If you currently have a Vantage account through Jituzu, please reach out about new merchant processing in Ensora Mental Health. Notify the Customer Care team here.
If you currently use Andcore or Instamed, those options are not available in Ensora Mental Health. We do offer Stripe & Therapy Brands Pay as Merchant Account options so you can optimize your client payments.
Step 5: Upload Notes and General Documents
There are two folders - files and notes.
Notes Folder
The notes folder contains all notes related to a client including intake and progress notes. Each file name is the client ID number followed by last name, and first name. The file is in .html format and shows session details followed by an image of the note.
Each file will need to be uploaded individually into the client's Clinical Documents tab in Client Notes. See Upload Clinical Documents to Client Case for more information.
NOTE: These are .html files and must be uploaded using the Upload Files button. Do not drag and drop.
Files Folder
The files folder contains other client-related documents and files in individual folders. Each folder name is the client ID number followed by last name, and first name. Open the folder to ensure there are no .html files. If it does not contain .html files the whole folder can be dragged and dropped into the General Documents tab in the Client Profile. See Upload General Documents for more information.
IMPORTANT: Files contain confidential client health information and should be kept secure in compliance with HIPAA regulations.
Final Notes
Now that you have successfully set up your Thera Nest and migrated your client data, it's time to dive in and learn how to use Thera Nest efficiently with your daily workflow. This is Phase 3 of the Onboarding Process.
Onboarding Phase 3
- Agenda, Calendar & Appointments. See Configure Your Calendar for more information.
- See Ensora Mental Health Implementation Toolkit for all the information to complete your setup