Please review the following new features, updates and bug fixes that have been implemented in TherapyMate:
1. Deposit Confirmed column: A new "Deposit Confirmed" column has been added to the client's payment page. You can manually check this box to track and confirm payments deposited into your bank account.
2. New Missed Appointment Reason: A "Rescheduled" option is now available for missed appointments.
3. Session Notes Update: Appointment times and service codes are now visible in the edit view on session notes.
4. Missed Appointment Notes: Notes save in the correct clinician chart when multiple clinicians are assigned to a client, the missed appointment note will now default to the assigned clinician.
5. Custom Note Templates: Fixed an issue with inserting a Practice logo into custom note templates.
6. Contact Notes Attachments: You can now add attachments to Contact Notes.
7. Partner Messaging: You can now message a Partner using the TherapyMate Messaging feature (for example, sending a Superbill)
8. Hiding Note Templates: Unused note templates can now be hidden from the Create-a-Note dropdown. Click [HERE] for instructions on updating this setting.
9. Assistant System Administrators can now make documents shareable in charts assigned to more than one clinician.
10. Automated Telehealth Invitations: Telehealth invitations are now sent automatically. Clients scheduled for a Telehealth appointment will be sent an email at 12:00 AM on the day of the session with the join link. For same-day bookings, the email will be sent 15 minutes prior to the appointment. Clinicians can still send invitations manually using the blue "Send Invitation" button next to the schedule details on the client's information page if needed. Standard appointment reminders will continue to send separately based on each clinician and patient settings.
11. Recurring Appointments: Added 5-week and 6-week options for recurring appointments.
12. Biller Access: Billers can now download client documents as needed.
13. Treatment Plan Templates: Added Treatment Modality checkboxes to the treatment plan template, including: Individual Counseling, Couples Counseling, Family Counseling, Group Counseling, and Other.
14. Sex Dropdown Update: "Unknown" has been added as an option alongside Male and Female.
15. Intervention Bug Fixes: Resolved issues to ensure Interventions populate correctly on Treatment Plans and Progress Notes.
16. Goals and Objectives: Goals and objectives will now maintain the same sequential order from note to note.
17. Remittance Advices: Remittance Advices showing a Patient Responsibility equal to the billed amount will now automatically post to the client's invoice, complying with billing best practices.
18. Appointments can now be edited in Day View only using Apple's accessibility feature or JWAS.
19. TherapyMate subscribers can link their bank account to pay for their monthly subscription fees instead of a credit card.
20. Assistant System Administrators can add Procedure Code Modifiers now.
21. Fixed a bug where Telehealth invitations didn't consider the client's time zone if was different from the clinician's time zone.
22. Added column to the client's payment page to display the credit card that was used. Helpful if the client has more than one card on file.
23. Upgraded the Stripe application interface.
24. Many page loading and speed improvements
25. Customize how AI generates a note: You can guide the format, tone, level of detail, clinical focus, and sections to emphasize. Keep instructions clear and concise. Use your settings option to do this.
26. Clinical Notes AI Template Field Settings: Turn on/off certain fields that AI uses to populate a note. There is an option on your settings page to do this.
27. Expanded Supervision Billing Options: Choose the supervisor and choose the insurance providers that can be billed under the supervisor's NPI.