TheraNest Community

Is there any way to include the clients insurance ID in the customization grid?

I’d like to be able to see who I have emailed statements to after batch invoicing

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?)

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. 

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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 

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!

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.

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! 

Can we turn off “copy note from last session?” I added it to my dynamic form template but I find that it still copies.

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

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?