- Billers and Assistant System Administrators can now help the Practice owner manage their list of Insurance Providers and Other Payers.
- The option to add a client alert message to the Open Invoices page is now available.
- Added Zip Code validation to reduce billing errors.
- Client ID sorting has been improved when a Practice uses their own Client ID numbers
- Fixed an issue where the appointment reminders were not getting sent for Group Appointments.
- Changed the sorting on the Billing Notes page to show the newest "Created at" item on the top and oldest on the bottom
- A Clearinghouse Claim-Direct exception will be created when it shows the patient has full responsibility.
- Added an Insurance Activity report.
- Added a field on the Treatment Plans for an expiration date that is specific to the patient's needs.
- Removed the generic photos from the client portal login page.
- Added a County field to the client information page
- Fixed an issue related to Deleting Calendar Events
- Added a way to set the Default for Insurance Billing Methods
- Added Google SSO (Single Sign On) capabilities for Practice logins to TherapyMate
- Custom Notes that are sent to clients now show in the Document Sent tab on the Notes and Documents page.
- Patient Contact information is now exportable.
- Lead Type is searchable and exportable.
- Payroll Report navigation improvements. Moved the payroll report button to a tab. Click Here for more information.
- Added a Stripe Dashboard tab to the Income section for System Admins, Assistant System Admins and Accountants.
- The method for collecting Client signatures has changed. Click Here for more information.
- The method for creating a Clinician signature to use on session notes has changed. Click Here for more information.
- We added an Active/InActive client dropdown to the Credit Card Expiration report.