New
The new Payroll Data Export report will allow you to view payments collected for services performed by the staff member(s) on the appointment. Click here to learn more.
Payroll Report by Appointment Staff
New Field in Client’s Details
Improvement
A new field is available in the client’s Details to indicate their preferred language.
New Dynamic Form Element for Client’s Address
Improvement
A new Client Address form element can now be used when creating dynamic forms, which will display the client’s address listed in their Details.
Hide Location Address on Intake Forms
Improvement
A new client portal setting is available under the Organization tab that allows you to hide your organization’s address on intake forms. Click here to learn more.
Claim Status Badge Change
Improvement
The Paid claim status badge that appears in the client’s ledger has been changed to Paid/Processed to match the corresponding claim tab.
Quotation Marks in Mental Status Fields
Fix
Quotation marks can now be inserted into the Mental Status fields of a progress note. Previously, when attempting to insert quotation marks the first drop-down choice in the list was automatically inserted before the quotation mark.
Resubmitted Claim Status
Fix
Corrected an issue where if an invoice was updated and the claim was resubmitted, the claim status wasn’t changed to Paid after the ERA payment was processed.
New Telehealth POS Code
Improvement
The new telehealth place of service code Telehealth Provided in Patient’s Home (10) is now available in TheraNest.
All Users Can Manage Prospective Clients
Improvement
All users can now manage the Prospective Clients list. If the staff member can only view their assigned clients, the permission Can access and manage prospective clients list is no longer disabled.
Saving Invoices Linked to Deleted Appointments
Fix
Corrected an issue that allowed you to save an invoice linked to an appointment that had been deleted.