When running the Canceled and Rescheduled Appointments Report, the staff member and appointment time of the original appointment will now be displayed on the report. Additionally, if an appointment was canceled or rescheduled within the Client Portal, the status will now be reflected as Client Portal. Click here for more information.
We’ve updated how ERAs are matched behind the scenes to decrease instances of ERAs matching to the wrong client.
If an ERA has no adjustments or its only adjustments are patient responsibility or contractual obligation, the payment will automatically be processed, and the adjustments will be added to the invoice. This feature is available to organizations who are using Claims with Apex Clearinghouse. Click here to learn more.
When processing a single ERA payment on the ERA Received claim tab, the Actions drop-down menu allows you to Process Payment Adjustments, so you can write off the balance, shift the balance to the client, or leave it as insurance balance due. This feature is available to organizations who are using Claims with Apex Clearinghouse. Click here to learn more.
A badge will display the signature status of the linked progress note when creating new invoices or processing existing invoices from Batch Invoicing.
The Legal Gender field in the application and the Gender field on the client portal have been renamed to Sex and will now contain the following options: Undefined, Male, and Female. Since this field is used for claims, the options are limited to what is available on the claim form. Any options that were previously selected outside of the three listed will still be seen in TheraNest, but only those three options are available going forward.
If your organization’s country is listed as US, Mexico, or Canada, then state fields within the application or the client portal have been updated to a dropdown containing 2-letter abbreviations to reduce errors when mapping to claims. If your organization’s country is listed as something else, the free-text field remains.
The label Flags: None will be removed from the Agenda if no flags have been assigned to that client.
Corrected an issue where information from a Dynamic Progress Note was not pulled forward when copying a progress note from the last session.
Correct an issue where data was appearing in some form elements of a duplicated form if the element was removed from the original and added to the duplicate.
