Fixes
Cases
- Contact notes can now be saved as expected. Previously, an error was displayed that the note text was required, even though text was entered in the field.
Improvements
Organization
- Locations can now have a time zone different from the organization's time zone. Appointment reminders for the location will now send in the location time zone (set to the organization time zone by default). Time zone codes (e.g., ET, CT, PT, etc.) can be added to your text and email reminder templates with the new {{LocationTimeZone}} placeholder.
Staff
- A new permission has been added under the Therapist role to allow specific staff members access to the Bulk Edit Appointments feature on the Calendar.
Fixes
Secure Messages
- Corrected an issue where some symbols were displayed in HTML format when previewing a secure message or viewing a message after it had been copied to the contact log.
My Tasks
- Fixed an issue where duplicate tasks were created if the "Save" button was clicked more than once.
Dynamic Forms
- Client-level and case-level dynamic forms can now be printed as expected. Previously, the print button was not displayed after the form had been signed.
Billing
- Fixed an issue where staff without billing permissions would sometimes receive notifications of a client payment.
- Test mode should now work properly for non-partnered clearinghouses.
Appointment Reminders
- Corrected an issue where two appointment reminders were emailed on the same day for the same appointment.
New
Clients
- A new customized grid option has been added to the clients list called Total Uninvoiced Amount. This column is available for active and archived clients and will display the total outstanding dollar amount on sessions that have not yet been invoiced.
Improvements
Telehealth
- Updated how the session timer is triggered for Telehealth sessions to prevent Telehealth appointments from ending prior to the 2-hour time limit, even if the client joins early.
Fixes
My Tasks
- Corrected an issue where the My Tasks page would continue loading indefinitely.
- Corrected an issue encountered with the date picker when setting up a recurring task.
Navigation
- Corrected an issue where the Client Details page footer menu was partially hidden when accessing the application on devices with screens smaller than 13 inches.
- Corrected an issue where the Navigation sidebar Organization submenu was not rendering correctly for all Users.
- Corrected an issue where the standard cursor was not switching to the index finger cursor when hovering over actionable icons within the Application Header.
New
Telehealth
- Our new telehealth solution is now available to everyone! In addition to improved quality and stability, we’ve added some highly requested features, such as an in-session chat, a virtual waiting room, and the ability to conduct group telehealth sessions for up to 20 participants. Click here to view a video of the new solution.
Navigation
- Our new navigation experience is also now available to everyone! We've updated the styling and condensed the Agenda and Calendar into a single Schedule page. You can still access all of your calendar views from the Schedule. Click here to learn more.
Improvements
Clients
- Location has been added as a customized grid option for the Clients list to allow users to view and filter by the client’s location set in their Details.
Billing
- Grid headers in the billing area will remain frozen in place when scrolling through multiple claims.
Fixes
Schedule
- Corrected an issue where appointment reminders were sent twice for the same appointment.
- Cancelled appointments will no longer display in a synced Apple calendar.
Telehealth
- Corrected an issue on the calendar where telehealth appointments could not be loaded when a staff with the ‘Can only view assigned clients’ after the scheduled client was unassigned from the appointment.
- Corrected an issue where emails were sent for every instance of an appointment series when the series was changed to telehealth.
Client Portal
- Corrected an issue where clients were unable to reschedule appointments if the appointment was created with the After-hours override box selected.
Improvements
Organization
- You can now specify whether the default telehealth Place of Service is Telehealth (02) or Telehealth Provided in Patient’s Home (10). Click here to learn more.
- If you use our new telehealth solution, session start and end times are now recorded in the activity log. Because of how this data is returned from the telehealth vendor, the start and end times will display in the activity log Message, rather than in the Date/Time field. Click here to learn more.
Fixes
Notes & Cases
- Corrected an issue where the Contact Log wouldn’t load if a copied message had been deleted from Secure Messaging.
- Corrected an issue where another group member couldn’t be selected in the client dropdown when working in a group’s Contact Log.
Reports
- Corrected an issue where an invoice that was 120 days past due was displayed twice in the Invoice Aging report.
Fixes
Calendar
- Corrected an issue where appointment reminders were sent more than once for the same appointment.
Telehealth
- Corrected an issue where a client was unable to join a telehealth session if the appointment series had been changed to telehealth.
Improvements
Client Portal
- If a message sent to multiple clients is copied to a client’s contact log, only the client’s name and any linked contacts will display in the copied note.
Reports
- The Canceled and Rescheduled Appointments report has been updated to allow for filtering, sorting, exporting to excel/pdf and more.
Fixes
Activity Logs
- Corrected an issue where actions in the activity log were not in alphabetical order.
Improvements
Telehealth
- Telehealth sessions can now be started 24 hours before the scheduled start time.
Improvements
Calendar & Agenda
- Recurring individual and group telehealth appointments can now be scheduled in TheraNest!
Telehealth
- To prevent clients from joining the wrong telehealth session, a session cannot be started more than 10 minutes before the scheduled start time.
New
Notes & Cases
- A new log has been added that will allow supervisees to view and sign a list of their unsigned progress notes. Supervisors will also be able to view, sign and approve any progress notes that are pending a signature/approval. Learn More.
Dynamic Forms
- The following forms have been added to your organization's Dynamic Forms. These forms are currently archived. You'll need to unarchive them in order to use them at your organization. Click here to learn more about each form.
- Good Faith Estimate
- Release of Information: HIPAA AUTHORIZATION FOR USE OR DISCLOSURE OF HEALTH INFORMATION
- Release of Information: Additional Consent for HIV/AIDS
Client Portal
- A new Cc option is available for parent portal users when sending a secure message to a provider. Click here to learn more
Improvements
Clients
- A CSV/PDF toggle has been added to the Clients list to allow users to export their list of clients with any relevant information they wish to include to a pdf or excel file.
Organization
- Your organization's Appointment Reminder Settings now allows for multiple time periods to be selected so appointment reminders can be sent more than once. Click here to learn more about appointment reminders.
