New
You can now add prospective clients to a list and easily activate them when a spot opens up at your organization! Learn more about this exciting new feature here.
New Prospective Client List
North Carolina Health Information Exchange (HIE)
New
We’ve connected to North Carolina’s Health Information Exchange, NC HealthConnex, for easy transmission of a client’s clinical and demographic data. Head to your organization's Profile page to connect.
Accessibility Improvements to Shared Forms
Improvement
When using a screen reader in the client’s General Documents, the Status filter options under Shared Forms will now be read as expected.
Canceled Appointments and Service Type Filters
Fix
Corrected an issue that caused some canceled appointments to be changed to upcoming after applying service type filters and refreshing the page.
Agenda Tooltip for Canceled Appointments
Improvement
If a client has received either a phone or SMS reminder for an upcoming appointment and cancels that appointment through the client portal, the tooltip on the agenda will now display that the client canceled through the client portal.
Subscription Payments Using ACH
New
You can now use your banking information to pay for your TheraNest subscription! To make things better, we’ve committed to making charitable donations on behalf of each customer that connects their bank account to their TheraNest subscription. The charity drive will benefit The Jed Foundation, The Brain Research Foundation, and the National Alliance for Mental Illness (NAMI). Click here to learn more about how to connect your bank account.
Credit Card Failures
Improvement
A credit card will be blocked for 24 hours if three failed attempts happen within 10 minutes.
My Rewards Removed
Improvement
My Rewards had been removed from staff profiles since the referral discount is no longer applicable due to compliance laws.
Updated Help Article Link
Fix
The link for the payroll report will now take you to the appropriate help article in our new knowledge base. Previously, the link routed you to our old knowledge base.
Annual Plan Renewal Discount
Improvement
We’ve updated the annual renewal email to note the updated discount for annual subscribers, which is equivalent to one month free at the standard monthly billing rate.