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.

Improvement

Calendar

• The Client Filter has been removed from the Calendar and Agenda, but you can re-enable this filter under your Calendar Preferences.

Forms

• For organizations subscribed to E-Prescribe, if a Dynamic Progress Note has been created with the Active Medications form element, the medication directions will now be displayed in the progress note.

Clients

• Autocomplete of fields by browser or addons is disabled on client details to prevent accidental submission of incorrect client data.

Billing

• After billing the primary payer, the remaining balance on clients will now show as "Insurance Amount Due" instead of "Patient Responsibility" if an active secondary payer exists.

Fix

Billing

• Service date now populates correctly in the Submitted tab under billing.
• Fixed error with "units" field preventing service types from saving in some circumstances.

Agenda

• Amount due on Agenda now matches client ledger and shows values in dollars AND cents.
• "Add Invoice" button on the agenda page now displays the correct size.

Client Portal

• "Location" now able to be properly changed when editing an already scheduled appointment.
• Prevented copied secure messages from appearing in unintended clients contact log.

Reporting

• Archived clients now show in the "Missing Progress Notes" report. Note that clients must be unarchived to add new progress notes.

Fix

Corrected an issue where appointments couldn’t be synced to Google Calendar if an appointment was rescheduled, canceled, or deleted after it was already synced.

Improvement

When submitting a claim or checking a claim for errors, a date of service check will be performed. The claim will be submitted to the appropriate payer based on the effective dates for that client’s payers. This additional check was added to help prevent denials. Click here to learn more.

Improvement

If you have the Therapist permission, you can now copy a message sent or received from Client Messaging to the contact log of a client’s case. Click here to learn more.

Improvement

Staff members with the Billing permission will receive an in-app alert on the first of the month for any saved client credit cards that expire that month. Additionally, the expiration date is now displayed when viewing a client’s saved credit cards.

Improvement

Archived service types can now be unarchived. Click here to learn more.

Improvement

A new setting under your Calendar Preferences allows you to remove archived service types from the Service Types Filter on the calendar and agenda.