February 2024 New Features and Updates
1. Added a new feature called Alert Messages. CLICK HERE for more information.
2. Appointments will now show who created the appointments. This applies to any staff member who has that permission and will show if the client scheduled it via the client portal.
3. Added Case Manager and Psychotherapist to the Type of Clinician Drop Down.
4. Added a bulk check entry option to the Insurance Payments page.
5. Client Self Scheduling can now require approvals by the clinician or other staff member. CLICK HERE for more info.
6. Added date boxes to the client's insurance billing settings page to help you keep track of their insurance starting and ending dates.
7. Increased the character limit in the Participants text box on notes to 250 characters.
8. Added a capability to track Grants and Scholarships. CLICK HERE for more info.
9. Added "Cancelled by Billing Department" to the reason drop down on a Missed Appointment note.
10. Added two new drop downs to the appointment window for Type of Visit and Language Spoken during a visit. (turned off by default) CLICK HERE for more information.
11. Fixed an issue where an insurance payment wouldn't post if the insurance provider was deactivated prior to the payment being received.
12. Added a new staff role called “Assistant System Administrator”. Only the System Administrator can assign this role to another staff member.
13. Added additional check boxes to include newly added demographic categories when Exporting client information.
14. Added “levels” to the Documents & Questionnaires settings page to help you organize your list better. CLICK HERE for more information.
15. Fixed a bug what required the Insured’s ID number for deactivated insurance providers when billing for the active provider.
16. Fixed a bug that created duplicate insurance submission or service provided lines on an invoice when an appointment is edited a certain way.
17. A clinician can now change their name in TherapyMate without it affecting notes that were created previously (i.e. name change due to marriage).
18. Calendar Events can no longer be converted to client or group appointments. If you need to do this, delete the Calendar Event, and use the +Appointment window to create a new appointment.