TheraNest changelog theranest.zendesk.com/hc/en-us

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.

New

Notes & Cases

• The same supervisory workflow that exists for progress notes now applies to initial assessments and treatment plans! If a therapist needs their notes approved or co-signed by a supervisor, then a new Save & Submit to Supervisor(s) button is available that will send a notification to the supervisor(s), letting them know they need to review the document. Click here to learn more.

Organization

• A new field called Legal Name has been added to the organization profile. This field will be used for SMS registration for SMS appointment reminders.

Improvements

Clients

• The client’s preferred name will now be displayed when sending a text message from the reminders log.

Fixes

Calendar & Agenda

• Corrected an issue where staff with ‘Can only view assigned’ clients permission would see ‘BUSY’ blocks on the Agenda and Calendar pages for recurring appointments with ‘Canceled’, ‘Late Cancel’ and ‘No Show’ statuses.
• Corrected an issue on the calendar where if a new client was created, it would not be auto selected in the client filter on the calendar.

New

Staff

• New fields have been added to Staff Details to track additional HR information. These fields include Hire Date, Termination Date, Degree Level, Birth Date, Driver License Number, Gender Identity, Pronouns and more. Click here to learn more.

Fixes

Billing

• Corrected an issue where the ‘Rendering Provider’ field became empty on an invoice after the provider was de-activated. Rendering provider will now appear but marked (Deactivated).

Calendar & Agenda

• Corrected an issue where an error appeared on the calendar if an appointment was rescheduled to an appointment series that has been removed.

Dyamic Forms

• Staff members that can only view their assigned clients can no longer edit a client-level Dynamic Form's Form Type or Form Use if the form was saved to a client they aren't assigned to.

Staff

• Corrected an issue that did not require a password to be entered for Staff being added through e-mail invitation.

Other

• Corrected an issue where certain dates were unable to be selected on reports, dynamic forms, ledger, billing and other areas

New

Billing

• A View Remittance Details is now available under the Actions menu when working in the ERA Received or Paid/Processed claim tab that allows you to view the ERA details without having to sign into the clearinghouse.

Improvements

Billing

• If you use Apex or Change Healthcare as your clearinghouse, the following fields have been added to the _Awaiting Submission claims tab: Invoice Number, Place of Service, Payer ID, and Diagnosis Code(s).
• If you use Apex or Change Healthcare as your clearinghouse, the following fields have been added to the Resubmitted and Accepted claim tabs: Invoice Date, Invoice Number, Place of Service, Diagnosis Code(s), and Rendering Provider.

Client Portal

• The error message has been updated when copying a message from secure messaging to an archived client’s contact log, letting you know the client needs to be unarchived before a message can be copied.
• If a secure message has been copied from a contact to an associated client’s case, when the contact is added as a client the message can now be copied over to the contact’s contact log as expected.
• A secure message can now be copied more than once if the message was sent to multiple clients who are part of the same group case. Previously, if Client A and Client B were part of the same group case, the message could only be copied to one client’s contact log.

Fixes

Calendar & Agenda

• Corrected an issue where the Add Progress Note dropdown was still being displayed on the Agenda.
• Corrected an issue where filters were not saved on the Calendar if a new browser tab was opened.
• Fixed an edge case where appointments already attached to an invoice or signed progress note were able to be edited.

Billing

• Fixed an issue that caused PDF exports of some reports to be cut off instead of scaled down to fit more data.
• Made visual and performance fixes on the Manual Remittance page.
• Fixed an issue that would sometimes cause "Entity Type Qualifier incorrect" denials.

Dyanmic Forms

• When a client or case Dynamic Form is deleted, it will now be removed from the client or case as expected. Previously, the form was still shown.

Client Portal

• Corrected an issue where a secure message sent from a client that contained an ordered list was displayed as an unordered list when viewed by the staff member.
• Correct an issue where some clients were unable to reschedule an appointment within 24 hours even though the Client Portal setting Allow clients to cancel or reschedule an appointment within 24 hours was enabled.

New

Organization

• New fields have been added to your Organization's Profile to meet new carrier requirements for SMS Registration. These fields should be filled out with the appropriate information prior to November 1st to prevent interruption of appointment reminders. An email was also sent about these changes. Click here for more information.

Client Portal

• Clients forgetting the specific login URL for your practice is now less of a worry! If clients remember you’re using TheraNest, they can use our new “generic” client portal page to have their login URL securely and compliantly emailed to them without needing to contact your practice for assistance. Click here to learn more.

Billing

• If you submit claims through Apex, you can now verify coverage eligibility for new and existing clients. Click here to learn more.

Improvements

Cases

• The contact log has been updated to allow for filtering and sorting so you can find entries more easily.

Fixes

Calendar

• Corrected an issue where a newly assigned client was not automatically selected in the Client Filter on the Calendar and Agenda if the filter was set to include All clients.

• Corrected an issue where some appointments in a recurring series were showing twice after the appointment was updated to a new time.

Clients, Cases, & Staff

• Corrected an issue where an error occurred if a folder was copied and pasted into another folder when working in General Documents, Clinical Documents, or staff’s Documents.

Client Portal

• When a multi-staff appointment is canceled or rescheduled by a client on the client portal, all staff members on the appointment will be notified. Previously, a notification was only sent to one staff member. Additionally, the client will also be notified if one of the staff members confirms the rescheduled appointment.

• Corrected an issue where a client’s contact received two emails when a new intake form was shared on the client portal.