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Release Notes

Here’s what’s new from our product team over the past 12 months.

Release Notes: June 17, 2026

 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsCases & Notes For a limited time, you can now try AI Session Assistant free for 21 days, making it simple to explore its value before purchasing licenses for your therapists. We have enhanced recording stability by automatically retrying failed audio uploads after network interruptions, helping reduce the risk of lost session data. The device used for AI In-Person Notes will now stay awake during recording, helping, prevent interruptions while recording tab remains active. We have updated the telehealth consent wording for clients to soften the experience while still providing clear, transparent information about how audio is used for notetaking. We have refreshed the Privacy & Security page with a modern experience that makes reviewing and consenting to AI usage clearer and more intuitive. Billing We have refreshed the Add New Adjustment and adjustment details pages with a modern design and improved interface elements, making them easier to navigate and use. We updated the links on the Claims Service page so the “Click here” and “Contact our support team” options now direct you to the correct Knowledge Hub articles. You can now only start a new Group (Type 2) enrollment after adding an Organization NPI. Once it is entered in Organization Settings, the Start Enrollment button will be enabled so you can proceed. Organization We have updated parts of the Manage Subscription tab with a more modern design and improved interface elements for smoother experience. [Back to Top]  Defect FixesReports We have resolved an issue in the daily billing report where CSV downloads split dollar amounts with commas across multiple cells. Amounts now appear correctly in a single cell. Organization ​​​​​​​We have resolved an issue on the Manage Subscription page where the “View client list to add more” link caused an error. It now redirects correctly and opens the “Add new client” modal as expected. Clients ​​​​​​​We fixed an issue where having an “Additional Email” could cause errors when updating client location, ensuring smoother client record updates. Billing ​​​​​​​We addressed a situation during ERA auto-processing where files with multiple payments for the same client could fail to correctly post. Payments now process and apply correctly without errors. We fixed an issue where invoices created from the Agenda view could reorder service types alphabetically instead of preserving the original appointment order. Invoices now consistently reflect the correct service order across all workflows. Schedule ​​​​​​​The appointment creation window is now faster and more responsive. The Client field loads the top 100 results (instead of the full list), reducing load times, and a new loading indicator on the Save button confirms when your changes are being saved. Cases & Notes ​​​​​​​To help avoid issues when summarizing very large case histories, AI case summaries are now limited to summarizing the 90 most recent progress notes. [Back to Top]

PRODUCTS::TheraNest

Release Notes: June 3, 2026

 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsStaff We have refreshed the Profile & Settings > Preferences page with a modern design and improved interface elements. Organization We added clearer guidance for setting up SMS reminder campaigns by introducing a tooltip on the Practice Website field and improving the error message when it is missing. You will also have updated knowledge resources to help you understand which URLs are accepted. See Setup Text Appointment Reminders for more information. Profile & Settings We have updated the Profile Details page with a cleaner look and feel to make it easier to view and manage user information. Though you can now choose from a limited set of calendar colors with improved text contrast for readability, you can also keep your current colors if you do not modify this field. You will be prompted to save any changes before leaving the page. Users with standard availability and have access to client portal settings on their Profile and Settings page will now experience a new look and feel for selecting which service types and locations are available for scheduling. We have refreshed the design of the Documents page in Profile & Settings to simplify the layout while keeping the same core functionality. Schedule We updated schedule filters to display up to 100 selected and 100 unselected items. If you do not see an option you expect, try refining your search to narrow down the list. [Back to Top]   Defect FixesOrganization​​​​​​​ ​​​​​​​We resolved an issue where the AI Session Assistant could be added to your cart more than once by appearing both pre-selected and as an available add-on. Clients ​​​​​​​Addressed an instance where non-standard clients replies to text reminders were not appearing in the reminders log or triggering notifications. These messages are now logged and visible to staff when appropriate. Corrected a problem where the Default Service Types field on the client details page could show incorrect information when switching between clients. Client data now updates accurately as you move between records. Billing ​​​​​​​Corrected an issue where $0 invoices were still being created and sent for secondary claims after primary insurance fully covered the balance. These invoices are no longer generated or sent. We resolved an issue where claim statuses could show inconsistently in the ledger. Statuses now match across the ledger and the claims area, and links will correctly take you to the appropriate Rejected/Denied claims page. Addressed an instance where removing an insurer while a claim was still in progress could prevent payments from being created from ERAs. Payments are now processed correctly even if the insurer has been deleted.  We updated the system to prevent $0.00 payments from causing issues in batches by excluding line items with no client balance due, allowing payments to process successfully. You will no longer run into errors when sending claims or receiving ERAs through Waystar, as the clearinghouse has corrected the underlying issue. Dynamic Forms ​​​​​​​We resolved an issue where removing the diagnosis code element from certain case form templates caused save errors. You can now update and save these templates without issue. Cases & Notes ​​​​​​​We resolved an issue where you could not create an appointment from a progress note even when all required fields were completed. [Back to Top]

PRODUCTS::TheraNest

Release Notes: June 3, 2026

Staff We have refreshed the Profile & Settings > Preferences page with a modern design and improved interface elements. Organization We added clearer guidance for setting up SMS reminder campaigns by introducing a tooltip on the Practice Website field and improving the error message when it is missing. You will also have updated knowledge resources to help you understand which URLs are accepted. Profile & Settings We have updated the Profile Details page with a cleaner look and feel to make it easier to view and manage user information. Though you can now choose from a limited set of calendar colors with improved text contrast for readability, you can also keep your current colors if you do not modify this field. You will be prompted to save any changes before leaving the page. Users with standard availability and have access to client portal settings on their Profile and Settings page will now experience a new look and feel for selecting which service types and locations are available for scheduling. We have refreshed the design of the Documents page in Profile & Settings to simplify the layout while keeping the same core functionality. Schedule We updated schedule filters to display up to 100 selected and 100 unselected items. If you do not see an option you expect, try refining your search to narrow down the list. Clients ​​​​​​​Addressed an instance where non-standard clients replies to text reminders were not appearing in the reminders log or triggering notifications. These messages are now logged and visible to staff when appropriate. Corrected a problem where the Default Service Types field on the Client Details page could show incorrect information when switching between clients. Client data now updates accurately as you move between records. Billing ​​​​​​​Corrected an issue where $0 invoices were still being created and sent for secondary claims after primary insurance fully covered the balance. These invoices are no longer generated or sent. We resolved an issue where claim statuses could show inconsistently in the ledger. Statuses now match across the ledger and the claims area, and links will correctly take you to the appropriate Rejected/Denied claims page. Addressed an instance where removing an insurer while a claim was still in progress could prevent payments from being created from ERAs. Payments are now processed correctly even if the insurer has been deleted.  We updated the system to prevent $0.00 payments from causing issues in batches by excluding line items with no client balance due, allowing payments to process successfully. Dynamic Forms ​​​​​​​We resolved an issue where removing the diagnosis code element from certain case form templates caused save errors. You can now update and save these templates without issue. Cases & Notes ​​​​​​​We resolved an issue where you could not create an appointment from a progress note even when all required fields were completed. [Back to Top]

PRODUCTS::ABA Therapy

Release Notes: June 3, 2026

Staff We have refreshed the Profile & Settings > Preferences page with a modern design and improved interface elements. Organization We added clearer guidance for setting up SMS reminder campaigns by introducing a tooltip on the Practice Website field and improving the error message when it is missing. You will also have updated knowledge resources to help you understand which URLs are accepted. Profile & Settings We have updated the Profile Details page with a cleaner look and feel to make it easier to view and manage user information. Though you can now choose from a limited set of calendar colors with improved text contrast for readability, you can also keep your current colors if you do not modify this field. You will be prompted to save any changes before leaving the page. Users with standard availability and have access to client portal settings on their Profile and Settings page will now experience a new look and feel for selecting which service types and locations are available for scheduling. We have refreshed the design of the Documents page in Profile & Settings to simplify the layout while keeping the same core functionality. Schedule We updated schedule filters to display up to 100 selected and 100 unselected items. If you do not see an option you expect, try refining your search to narrow down the list. Clients ​​​​​​​Addressed an instance where non-standard clients replies to text reminders were not appearing in the reminders log or triggering notifications. These messages are now logged and visible to staff when appropriate. Corrected a problem where the Default Service Types field on the Client Details page could show incorrect information when switching between clients. Client data now updates accurately as you move between records. Billing ​​​​​​​Corrected an issue where $0 invoices were still being created and sent for secondary claims after primary insurance fully covered the balance. These invoices are no longer generated or sent. We resolved an issue where claim statuses could show inconsistently in the ledger. Statuses now match across the ledger and the claims area, and links will correctly take you to the appropriate Rejected/Denied claims page. Addressed an instance where removing an insurer while a claim was still in progress could prevent payments from being created from ERAs. Payments are now processed correctly even if the insurer has been deleted.  We updated the system to prevent $0.00 payments from causing issues in batches by excluding line items with no client balance due, allowing payments to process successfully. Dynamic Forms ​​​​​​​We resolved an issue where removing the diagnosis code element from certain case form templates caused save errors. You can now update and save these templates without issue. Cases & Notes ​​​​​​​We resolved an issue where you could not create an appointment from a progress note even when all required fields were completed. [Back to Top]

PRODUCTS::MyClientsPlus 3.0

Release Notes: May 20, 2026

 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsOrganization The Activity Log and Login Audit pages will feature a refreshed, modern design with improved navigation and filtering, making it easier to review and track activity. We have moved the Ensora Payments tab to Organization > Manage subscriptions, making it easier for new customers to find and apply for credit card processing. Schedule We have ensured that the button to start AI In-person sessions is read aloud by screen readers, to improve accessibility for those using assistive technology. Cases & Notes We have added an AI sparkle icon to the Case Info tab to make it easier to find and generate AI-powered case summaries when using the AI Session Assistant. We have added an AI sparkle icon to the Progress Note template dropdown to highlight when AI session summaries are available, to help identify templates that support this feature. [Back to Top]   Defect FixesClients ​​​​​​​We have resolved an issue where saving a newly created client automatically generated a Client ID. A Client ID will now only be created when you choose to generate one from the Client Details page. Organization ​​​​​​​We have added safeguards to the appointment reminders registration process so you can only submit a new brand registration after a previous submission has been rejected or encountered an error, preventing duplicate submissions while a registration is still in progress. Schedule ​​​​​​​We have updated schedule filters to improve performance and speed. Filters now load the top 100 results, so you may need to refine your search if an option isn’t visible. Filters apply after you close the panel, and any selected items will appear at the top when you reopen it, making them easier to review and adjust. [Back to Top]

PRODUCTS::TheraNest

Release Notes: May 5, 2026

 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsSchedule You can now cancel or delete appointments in bulk from the Bulk Edit Appointments page, saving time when making large schedule changes. We have also added date range, staff, and client filters to help you quickly find the appointments you need.  Cases & Notes You can now use AI Session Assistant for in-person sessions. This update lets you generate editable draft progress notes from recorded in-person visits using the same workflow you already use for telehealth, with early access available in beta for current subscribers. See AI Session Assistant: In-Person Sessions for more information.   Billing The Enrollment Wizard now accessible from the Organization > Claims Service tab, lets you start and complete enrollments more easily by guiding you through a simplified, step-by-step experience. You will see clearer status updates for new enrollments, giving you better visibility into progress. Customers using Claim.MD as their clearinghouse can now view remittance details for ERAs. To view the remittance details, open the Actions menu for an ERA in the ERA Received or Paid/Processed tabs and select View Remittance Details. All customers who are signing up for insurance billing in TheraNest for the first time will now use Claim.MD as their partnered clearinghouse. Staff The “Can use bulk edit appointments” permission has been moved from Therapist permissions to Default permissions so that if you do not have a Therapist permission, you can still access this page for scheduling purposes if needed. Your current selections for this permission will be retained.  Payment Processing We have begun rolling out backend payment processing updates to improve long-term payment reliability. This update does not change your current payment workflows. [Back to Top]   Defect FixesBilling Fixed an issue where some successful credit card payments did not appear in reports or the client ledger if a user navigated away before seeing the confirmation. Payments will now post correctly in all cases, and no action is needed on your part. [Back to Top]

PRODUCTS::TheraNest

Release Notes: April 2026

 Appointments Resolved an issue where the Deleted Appointments report incorrectly displayed appointment deletion user information, showing deletions attributed to users not logged into the system during the deletion timeframe. Corrected an issue where Group Appointments were excluded from Phone Call Reminders files when customers used the Column Selection tab to override default column settings. Billing Resolved an issue where staff modifiers were not applying correctly to all procedures on multi-procedure claims. When a claim contained multiple procedures with different providers, the modifier would only pull from the first procedure line instead of applying based on each provider's credentials. Addressed an issue where copays and deductibles were not properly transferred to the next payer in the ledger when manually posting payments, resulting in incorrect ledger balances that did not match patient statements. Corrected an issue where users received "Provider Missing" errors when creating charges despite provider information being correctly configured in the system. Resolved an issue where Medicare secondary claims were billed with an incorrect insurance type code. Claims were using code "12" (working aged) instead of code "43" (Medicare coverage due to disability), causing claim rejections. Corrected an issue where the Payments and Charges by Payer Details report displayed incorrect total amounts by using charge values instead of line item totals. Resolved an issue where staff modifiers were not applied when an insurance variation on a procedure had "Staff Modifier Eligible" enabled in Procedure - Variations.  Improved an issue where large remit processing took excessive time to match and post, failing to complete within normal timeframes during high-volume insurance billing operations. Fixed an issue where transactions with identical reference numbers were excluded from daily transmission to Payments, causing missing transactions in the transmission due to duplicate ID filtering. FormLab Corrected an issue where FormLab form FL_CONAA's Diagnostic Criteria tab grid checkboxes were not persisting when the form was saved. Resolved an issue where FormLab forms using Stack controls would lock all fields after the first signature capture, instead of only locking fields prior to that signature. Forms Fixed an issue where prefilling Treatment Plan Status fields in a custom unpublished form, which was created from a previously published form, threw an An item with the same key has already been added error.  Corrected an issue where a unique constraint violation prevented adding objectives to goals in the clinical documentation form due to duplicate ID values in the database.  Improved accessibility for users with visual impairments by correcting an issue where decreased text size caused form content to be cut off with non‑functional scroll bars on the OMH Patient Characteristics Survey form.  Corrected an issue where the ASIAN option was missing from the Ethnicity dropdown in LOINC Code Mapping. Resolved an issue where prefill functions incorrectly converted decimal numbers to dates, transforming values like 2.4 into 2/4/2025 when populating forms from calculation fields. Corrected multiple issues in CRIP3 treatment and recovery plan forms, including character limits that prevented plan completion, NEW status incorrectly disabling input fields, and missing distinctions between review and revision fields. Resolved an issue where a null reference exception occurred when attempting to process Patient Characteristics Survey forms in the Submission Center, preventing users from submitting the PCS forms. Fixed an issue where progress note signatures were flipped in the History and My Billing tabs.  Addressed an issue where overlapping notes could be signed without proper validation errors when clinic options were enabled, allowing reviewer signatures before provider signatures in violation of form requirements. Resolved an issue where FL_WAY MH Satellite Child Progress Note v7 v2 displayed flipped signatures in My Billing and Progress Note Summary views. Corrected an issue where the 'Transfer Child In Residence' field on the PAS47M form was incorrectly required during form submission, preventing completion without filling this optional field. Resolved an issue where clicking the NEW status button in the CRIP3 Initial Recovery Plan form would grey out input fields, preventing users from entering objective information. Fixed an issue where invalid transactions prevented users from signing off on groups, notes, and CT visits for new clients in CRIP 3 Initial Recovery Plan Review. Resolved an error that occurred when adding a new objective to a goal on a treatment plan form, which previously prevented the objective from being saved. General Corrected an issue where the note lock date was incorrectly updated to the supervisor signature date instead of the staff signature date in My Daysheet, affecting data collection accuracy. Resolved an issue where users were unable to access discharged clients in My Client List when filtering options were unchecked. Users encountered an error despite having appropriate permissions. Fixed an issue where attachments were not sorted in date attached order when viewed by non-admin users. Resolved an issue where the system was unable to find attachments when copying documents from one patient chart to another using Patient Chart Manager. Medication Resolved an issue where the Patient Details Medications tab displayed an error message "No data was downloaded from NewCrop" despite active medications being present in the ePrescribing tab. Corrected an issue where duplicate bottles with the same name could be inserted in Medication Inventory. Resolved an issue where users were unable to generate and print weekly dispensing schedules from the medications report section. Updated the Daily Lighthouse Dispensing Report for NYS MAT customers to send actual medication dispensing data and include a new agency ID field for identification. Resolved an issue where methadone doses were incorrectly uploaded to Lighthouse with dosage amounts from concurrently prescribed HCV medications, creating patient safety risks. Corrected an issue where the Methadone Scheduled Delivery Report generated rows with an incorrectly calculated dosed-through date, sometimes showing dates from years in the past. Resolved an issue where Lighthouse MAT Dispensing Report InClinic Days column was not populated when th_ordered value was zero, and SID validation now requires eight digits. Fixed an issue where MAT Daily Dispense rows were not including a row for each take home dose.  Resolved an issue where the Mat Dispensing Report displayed medications with 0 in the dispense amount. Corrected an issue where the Mat Dispensing file incorrectly displayed medication dispenses that lacked In-Clinic Doses.  PAS Corrected an issue where PAS-48 report numbers were incorrectly calculated, showing inflated values for V18 and V21 fields and missing values for V15 field. Resolved an issue where completing a PAS 26N form would produce a "String or binary data would be truncated" error message. Fixed an issue where OASAS form titles incorrectly displayed 'New York State Office of Alcoholism and Substance Abuse Services' instead of 'New York State Office of Addiction Services and Supports' in clinical documentation forms TRS61, TRS62, PAS 44N, PAS 45N, PAS 46N, and PAS 61N. Resolved an issue where Medicaid Client ID was incorrectly auto-filled in PAS forms 44N, 26N, and 46N when patient insurance was flagged with multiple insurance types in addition to Medicaid.  Permissions Resolved an issue where users without appropriate access levels could block user access to charts and patient details despite not having the necessary permissions configured for their role. Printing Corrected an issue where Group Notes could not be printed in specific charts, as the print dialog would not open despite the print button appearing to activate. Reporting Resolved an issue where the new report displayed the visit provider instead of the rendering provider when multiple services were provided on the same day by different providers. Corrected an issue where appointment records from previous charts were being overwritten with current chart values, and export record counts decreased following the 2.52 upgrade. Improved performance and messaging for the Total AR Aged by First Bill Date by Payer Details report, which previously showed an incorrect cancellation message and required excessive processing time. Fixed an issue where the Charge Amount Audit report was not returning results when charge amounts had been modified.

PRODUCTS::TenEleven

Release Notes: April 22, 2026

Billing Customers connected to Claim.MD can now use our new Enrollment Wizard to make payer enrollment faster and easier. This guided experience pre-fills information from the system, opens in a dedicated window, and clearly shows enrollment status. This will roll out to all remaining customers in a future update.  We resolved an issue where invoice creation automation was not working for customers without insurance billing. Automated invoices will now be generated correctly for all subscribed customers, regardless of clearinghouse connection or Claims Services status. Payment Processing We have begun rolling out backend payment processing updates to improve long-term payment reliability. This update does not change your current payment workflows. NOTE: We are rolling this update out in phases. Cases & Notes You can now view treatment plans on a modernized list page with better performance, consistency, and accessibility. Your existing workflows stay the same, with clearer visibility into plan status. Corrected an issue where some progress note field labels were not properly read by screen readers. This improves clarity and usability when working with notes using assistive technology. Corrected an issue where the notes awaiting signature counter did not update after a note was removed. You can now rely on accurate counts for outstanding signatures. We fixed an issue where telehealth progress notes could show an incorrect Duration for sessions lasting 60 minutes or more. The Duration field now correctly reflects the total length of the appointment for accurate documentation. Staff Corrected an issue where the staff list page refreshed after activating or deactivating staff members. You can now complete these actions more smoothly without disruption to your workflow.  You can now clearly see which staff member you are activating or deactivating directly in the confirmation step to ensure you are making the expected change.  Reports Corrected an issue where exported submitted claims reports were missing status indicators in the “Resubmitted” column. You can now see the expected claim information in these CSV exports. [Back to Top]

PRODUCTS::MyClientsPlus 3.0

Release Notes: April 22, 2026

Billing Customers connected to Claim.MD can now use our new Enrollment Wizard to make payer enrollment faster and easier. This guided experience pre-fills information from the system, opens in a dedicated window, and clearly shows enrollment status. This will roll out to all remaining customers in a future update.  We resolved an issue where invoice creation automation was not working for customers without insurance billing. Automated invoices will now be generated correctly for all subscribed customers, regardless of clearinghouse connection or Claims Services status. Payment Processing We have begun rolling out backend payment processing updates to improve long-term payment reliability. This update does not change your current payment workflows. NOTE: We are rolling this update out in phases. Cases & Notes You can now view treatment plans on a modernized list page with better performance, consistency, and accessibility. Your existing workflows stay the same, with clearer visibility into plan status. Corrected an issue where some progress note field labels were not properly read by screen readers. This improves clarity and usability when working with notes using assistive technology. Corrected an issue where the notes awaiting signature counter did not update after a note was removed. You can now rely on accurate counts for outstanding signatures. We fixed an issue where telehealth progress notes could show an incorrect Duration for sessions lasting 60 minutes or more. The Duration field now correctly reflects the total length of the appointment for accurate documentation. Staff You can now clearly see which staff member you are activating or deactivating directly in the confirmation step to ensure you are making the expected change.  Corrected an issue where the staff list page refreshed after activating or deactivating staff members. You can now complete these actions more smoothly without disruption to your workflow.  Reports Corrected an issue where exported submitted claims reports were missing status indicators in the “Resubmitted” column. You can now see the expected claim information in these CSV exports. [Back to Top]

PRODUCTS::ABA Therapy