Fall Updates 2026

Please review the following new features, updates and bug fixes that have been implemented in TherapyMate.  New items will be added to this list during the fall season so check back every couple of weeks.

September 19

1. Virtual insurance card payments for secondaries that are manually entered on the Insurance Payments page will now remove the patient charge if the secondary payment matches the patient charge that was created by the primary insurance provider when it posted to the invoice. This will eliminate the need to remove that patient charge manually or as an extra step.
2. A new column has been added to the Insurance Payment Report that will show the payment number. There is also a new search box you can use to find a specific item on the report.
3. A "behaviors indicator table" has been added to the client portion of a Group Note.
4. If you're using TherapyMate's Telehealth feature, the client will automatically receive an email with the join link a few hours prior to ther appointment.  If need the clinician can still send it manually from the client's information page.
5. Sending automatic Telehealth invitation emails to partners has been fixed.  You can also include or exclude either partner from getting the invitations.  CLICK HERE for more information.
6. The Provider ID field in Box 31 for an insurance claim now has a setting on the Insurance Provider's settings page. This box is sometimes required for Medicaid claims.
7. Improvements to the Missed Appointment Note template and client email notifications has been implemented.  CLICK HERE for more information.
8. Updated the Active Client table on the TherapyMate Subscription page to more accurately display how the number of active clients is calculated. The additional information will help Practices owners identify where all active clients are located so they can manage their subscription level better.
9. SMS text messages can now be sent to clients when additional documents & questionnaires and when TherapyMate Messages sent.  There is a new client portal setting to enable this feature.  
10. A patient's DOB has been added the notes watermark.
11. Client Portal file upload feature has been improved.
12. Group participants can get Telehealth invitations via email now.

October 19

1. When a client makes a payment via the client portal the payment method will now show "Client Portal Payment" on their invoices and payment page.
2. There are three ways to update an existing Treatment Plan. CLICK HERE for more information.
3. We added a Discharge Plan note to the Create-a-Note dropdown.  It is Ai capable.
4. You can manually add a new patient charge line to an invoice for miscellaneous charges (like a credit card processing fee). The new line will be labeled "Manual", meaning you added it manually and will not interfere with insurance payment postings.
5. We updated the warning message to appear less frequently on the insurance payments page and you can turn it off if desired by clicking the "Do Not Show Again" button.  For more information about entering insurance payments manually, CLICK HERE.
6. Clients who self book appointments will now get appointment reminders if the Practice allows self scheduling via the client portal.
7. A Billable Sessions report has been added. View insurance claims that have been billed. A date range can be specified.  The report can be created for one or more clinicians.  You can also see the private payment clients that need to be billed.
8. There is an + Appointment button on the client's information page now.
9. Client Portal Documents Level 1 and Level 2 Improvements.  You can now add additional tabs and rename them to whatever you want. CLICK HERE for more information. The information is located in the bottom half of the document.
10. There is a new report called "Appointments Missing a Note". 
11. We have made a couple of changes to the calendar sync feature. If an appointment is marked missed the client's name will have a line through it. If you click on the appointment a window will open with more details. The service location now appears under the client's name.
12. There is a new chart called "Client Count History" for Practice owners to view how many active and inactive clients you've had over time. You can also see how many partner charts you have.  To view, go to your Practice settings, click on "View Client Count History'.