Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsFlowsheets Flowsheets help clinics document activities, capture related billing information, and carry therapy details throughout the patient’s course of treatment and into claim workflows with less duplicate entry. By supporting more consistent documentation across therapists and locations, Flowsheets improves consistency and accuracy, and helps create a smoother path from patient care to claim submission. Learn More: Flowsheets Overview MIPS Reporting MIPS reporting helps PT, OT, and ST practices capture required Medicare quality measure information as part of the normal documentation workflow. By making it easier to track completed, missing, or incomplete measure data, clinics can better monitor reporting readiness and reduce last-minute follow-up. Learn More: MIPS Reporting Overview  [Back to Top]   Defect FixesActivity and Home Exercise Comments Fixed an issue that caused comments fields to expand unexpectedly while typing in activity and home exercise workflows.

Jump to Section:New Features & Improvements Defect Fixes New Features & Improvements Cases & Notes A small change was made to the AI Session Assistant sparkle icon size and placement when selecting a progress note template from the multiple cases modal or adding a progress note from the agenda. It is now smaller and positioned to the right of the template text to align with our design standards. The treatment plan list page received a minor update to now redirect you when clicking the Sign action to go directly to the signature page instead of the details page, matching the desired workflow. Additionally, the client name dropdown was made read-only for individual cases. We also updated the Wiley subscription buttons to use title case to comply with our design standards.  [Back to Top]  Defect Fixes Schedule We corrected an issue where after creating a group appointment and tabbing out of a field, the Service Type field appeared disabled and was inaccessible by tabbing. You can now tab into the field and add service types as expected. We fixed an issue where all-day recurring events created more than 60 days in advance did not appear on the calendar. Now, such events display as expected. Organizations on the Essentials plan were seeing an availability conflict warning when scheduling recurring appointments, even though availability management is not part of that plan. This has been fixed, and recurring appointments can now be scheduled without triggering unnecessary conflict alerts. When an appointment reminder application was rejected, the contact email displayed in the support message was outdated. This has been updated to the correct Customer Support email address across all three platforms. Reports We corrected an issue preventing the demographic snapshot report from opening as a PDF download. Now, you can download and view the PDF export of this report as expected. Billing ​​​​​​​We fixed an issue in the Telehealth prepayment flow that could allow duplicate payments if the payment window was opened in multiple tabs and submitted quickly. In some cases, this resulted in more than one charge for single session, particularly when using the pre-session prepay prompt. Payments are now limited to one successful transaction per session, even if the multiple attempts occur at the same time. We updated payment handling for accounts with a disabled Vantage processor. Previously, payments could not be recorded if saved credit cards were still on file. Payments can now be successfully captured and recorded as credit/debit card transactions, even when the processor is disabled. [Back to Top]

eRx Application Added FeaturesPrior AuthorizationsWhen the Real Time Benefits service determines that a PA is required for a given medication, this will be surfaced on the Pending Medications view. The provided link will take the user to the ePA tool.Patient DemographicsPatient Added Date is now displayed with the patient details.Defect FixesMonographsCorrected an issue that could prevent the drug monographs from displaying.Pharmacy Change ReplaceCorrected an issue that could prevent the Replace option for Change requests to be completed.

Defect Fixes Errors when Opening Notes: Fixed an issue that caused some users to experience an error when viewing the list of documents in Docs → Daily Notes. Add-On Subscriptions: Fixed an issue relating to add-on subscription counts.

Power BI  The nightly maintenance PowerBI export process now strips special characters (CR/LF) from FormLab question headers in generated script and CSV files, resolving compatibility issues with Power BI visual integration.  Billing  Fixed an issue where autoposting incorrectly transferred claims when denials marked not to transfer were posted or when no denial code was present.  Generated 837 now includes required Condition Codes (D5-D9) when submitting Replacement or Void claims to Excellus and Universal payers. Codes are reported in the HI segment following diagnosis codes.  Fixed an issue where manually posting payments with multiple write-off codes would only apply one code when posting by Payer Group, requiring users to reapply payments manually.  Fixed an issue where same-day multiple therapy groups were incorrectly combined into a single insurance claim with multiple units instead of generating separate claims, affecting billing accuracy after version 2.52.  TenEleven now supports the new "OASAS Medicaid 2026" medication billing profile, available in the Profile Config dropdown.  TenEleven now supports the OASAS Medicaid 2026 medication billing profile. For Methadone, G2067 charges apply to first weekly visits; H0020 for subsequent visits. Take-home doses are billable with G2078 across multiple weeks, with proper unbundling of additional services.  TenEleven now supports the OASAS Medicaid 2026 medication billing profile. For Buprenorphine, added logic for G2068 weekly medication administration charges (only when in-clinic doses present) and G2079 for multi-week take-home doses, with proper unbundling of additional services.  FormLab  Improved error messaging when form exceeds maximum column limit. Users will now see a clearer, more user-friendly notification when their form surpasses the database column threshold, helping them understand the constraint and take corrective action.  General  Added "Can Open Support Ticket" checkbox on Administration > User screen. Admin and System Admin users can enable this setting to flag users permitted to open support tickets. The checkbox is read-only for other user types.  Fixed an issue preventing users from accessing the Users folder on their redirected tsclient drive when attaching documents to patient charts. Users can now successfully browse and select files from all locations within the Attach dialog.  The Restricted Provider entered in Patient Details is no longer overridden by the Referring Provider from the Rendering Provider's user record during claims billing. When a patient is a Restricted Recipient with a Restricted Provider entered, that provider is correctly reported on claims.  Nightly maintenance now includes automated nightly purging of older audit data.   Add a new Sigpad Diagnostics button to My Preferences. Users can now test their signature pad (Topaz Model T-LBK462-BSB-R) configuration through a convenient dialog box, ensuring proper device setup before use.  Updated how new users are added to eCR. Adding new users no longer requires a request to support and is performed overnight so that daytime system performance is not affected.  Medication  We made improvements to the data retrieval processes to speed up the Medication Inventory module, removing any issues with slowness and unresponsive windows.  The MAT Dispense report now includes invalid and missing CRIDs in the upload file, providing comprehensive visibility into data quality issues during the dispense process.  Fixed an issue where the auto-generate holds script failed to create holds for patients who missed 4 days (set threshold) of medication dispensing, requiring manual intervention to apply restart holds.  Visiquate  The ACT file incorrectly maps insurance policy numbers to API fields 51, 64, 77, and 90 instead of 50, 63, 76, and 89. This causes policy numbers to appear blank in Visiquate. Fixed by relocating CBI.MedID fields to correct policy number positions for primary, secondary, tertiary, and quaternary insurance plans.  Labs  Lab requisitions now display ethnicity data alongside existing patient demographics, enabling complete demographic capture for healthcare provider requirements. This enhancement supports accurate lab testing information collection while maintaining system compliance with data transmission standards.  Fixed an issue where selecting a result date in Lab Results Entry threw an "Object reference not set to an instance of an object" error.  Appointments  Fixed an issue where group appointment reminders were not being uploaded to Televox, causing appointments after February 16, 2026 to contain only individual entries instead of group entries.  Printing  Fixed an issue where the Preview button in forms would hang with a spinning circle or display an "Unable to find a Printer" error message instead of generating a preview.  Fixed an issue where non-credentialed provider IDs printed in the wrong field on UB04 paper claim forms. IDs were incorrectly appearing in the NPI field instead of the field right of the Qualifier field, causing claim denials.  CCBHC  CCBHC claims no longer require Q2 modifier. T1040 Daily Rate claims now process through My Billing without requiring the modifier, aligning with NY State requirements. Claims with or without the modifier are accepted.  Prescribing  eRX integration now includes schema validation to prevent transmission failures. XML is validated before sending, with improved field handling including text trimming, dropdown preferences over free text, and strict field length compliance for enhanced security and data quality.  Lighthouse  Fixed an issue where central registry files from NY clinics were not being processed due to a failure in the daily file transmission schedule.  Fixed an issue where the Lighthouse Dispensing report contained fewer records than expected. Records that should have appeared were not being included in the report output.  Forms  Fixed an issue where the DCF EVNT form threw an error during Pre-Edit and sign operations, and where the Search dropdown appeared empty until after user backspaced during initial entry.  Fixed an issue where selecting "Family Therapy PT Present" in the Psychotherapy/Signatures tab of a combined E&M + Psychotherapy note failed to activate the Psychotherapy Provided checkbox, preventing the note from being signed.  Fixed an issue where the signature pop-up did not appear when users attempted to sign the rendering signature box on forms. The system would redirect to the service tab without displaying an error message.  Fixed an issue where FormLab forms requiring multiple signatures locked after the first signature was added, preventing users from completing additional signatures on subsequent tabs before final form lock. 

PortalSOAP Note data overwrite issue resolved Fixed a bug where duplicate field labels could cause data loss when editing published notes across devices. Required field validation enforced in Portal Users can no longer publish SOAP Notes with missing required field. 

Feature Enhancements  EPCS Registration  Users will now be directed to complete EPCS registration if they login while mid-process.  Users will be notified to have an EPCS administrator Grant them if they have reached the Grant step.  Users will be taken directly to the Finalize page if they have been granted. 

 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]

NOTE: The following release notes apply to all Ensora Health products that utilize this feature unless otherwise stated in the yellow callouts.  New Features & ImprovementsUpdated AI Notetaking Consent Experience  We have made the AI notetaking consent experience clearer and more user-friendly. Clients will now see simpler options, “Allow" and “Not now” buttons, intuitive in-session banners to indicate audio status, and reassuring information about how audio is used and protected.  NOTE: No changes were made to telehealth sessions, video, or AI note generation. ​ PRODUCTS: Fusion TheraNest [Back to Top]

NOTE: The following release notes apply to all Ensora Health products that utilize this feature unless otherwise stated in the yellow callouts.  New Features & ImprovementsTelehealth Whiteboard  The whiteboard provides synchronized drawing, text tools, host‑controlled access, session-aware permissions, and PDF export capabilities. Users can now draw on the whiteboard while in a telehealth session. For more information see Telehealth Whiteboard.  PRODUCTS: Fusion TheraNest ABA Therapy MyClientsPlus 3.0 [Back to Top]

Defect Fixes Add-on Subscriptions: Resolved an issue with add-on subscriptions that could prevent users from accessing add-on features. 

 Billing Related Updates Added a "?" help link for the new combined minutes setting Compliance Related Updates Added a new payer setting to travel on the 2300 loop NTE segment ​Additional Defect Resolution Corrected an issue that caused long load times when trying to bill multiple payers at once Corrected an issue where the staff module would timeout when trying to add new staff Corrected an issue where diagnoses were not pre-selecting when adding group time despite correct settings Corrected claim logic for the new NTE segment field to also travel on Institutional claims

eRx ApplicationPrescription Drug Monitoring Programs The Kentucky PDMP link has been updated to improve access for clinicians in that state. Pharmacy Renewal processing Renewal workflows now provide clearer guidance when no patient is selected, or if the pharmacy renewal message cannot be mapped to a patient.  Customer Maintenance PortalUsage Reports Corrected an issue that can now be exported to Excel successfully.  EPCS Subscription Expiration Dates Upcoming subscription expiration reporting now includes 7, 14, 30, 90, 180, and 365-day filter options.

 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]

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]

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]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsWibbi Home Exercise Program (HEP) Integration  The Wibbi HEP integration brings a best-in-class home exercise program experience directly into the clinical workflow in Fusion. Therapists can launch Wibbi from their daily note to create and assign clinically robust exercise programs using a library of 20,000+ evidence-based exercises, without leaving Fusion. Home Exercise Programs sync automatically to the patient record, and patients access their assigned exercises through Wibbi's mobile app with built-in adherence tracking and engagement tools. PDF views of assigned programs are also available through the Fusion Patient Portal. NOTE: Fusion’s Wibbi Home Exercise Program (HEP) Integration will be available beginning June 2, 2026.    [Back to Top]  Defect FixesGoal Delete Dialog Overflow Fixed an issue where the goal delete confirmation dialog could extend beyond the visible window for very long goal text, making the delete action hard to reach without changing browser zoom. Edit Dialog Dropdown Causing Unwanted Scrolling Fixed an issue where certain dropdowns forced the entire dialog to scroll instead of letting the dropdown expand normally, making selections harder to use in smaller windows. [Back to Top]

eRx ApplicationProcess Improvements Ongoing improvements to system reliability and process optimization. Continued investment in QA automation. Invoice Reports Improvements to invoice reporting to provide clearer billing transparency. API Enhancements Continued enhancements to REST APIs to support modern integration standards.  Customer Maintenance PortalManager Login Fixed issues affecting manager login access within the Customer Maintenance Portal (CMP). Renewal Classifications Corrected renewal processing where completed renewals were previously misclassified as unsent.

eRx ApplicationManager The Manager user will now be prompted to select the location before accessing the Admin tab. This will enable access to several pages, such as Location Pharmacies, that were inaccessible without a location selected. Note that the Location may also be changed by choosing Select Practice in the User name dropdown. Pharmacy Lookup In-House Dispensing has been added as a search filter, limiting the search to In-house pharmacies on the electronic network. Real-Time Benefits EHRs may now directly access the RTB page. Real-Time Benefits no longer display when Additional Scripts has been selected, to improve clarity. Immunizations Immune Globulins now take the user to the Vaccine Sig Builder upon selection.

 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]

Organization 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. Clients 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. Billing Addressed a situation in the product where canceling and resubscribing within the same billing period could create duplicate billing records with an unbilled status. 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.

Organization 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. Clients 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. 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.

Implement option for Combined Minutes Billing Added payer-specific functionality that allows services provided within the same day to be combined to first calculate total minutes, and then determine billing units based on the MN DHS July 1 billing requirement table. Add Payer Option to Report NTE Segment Added logic to the PrimeWest payer NTE Segment settings to ensure the required payer-specific verbiage is included on all claims. Handle Late Entry services with Combined Minutes Billing Added system capability to handle late entry services with the payer-specific combined minutes billing functionality. Unable to Select Claim Filing Indicator “16” ​​​​​​​Corrected an issue for payers using the claim filing code 16 indicator to ensure it transmits correctly on claims. All Users Unable to Successfully Upload Files to Tickets ​​​​​​​Corrected an issue where users were unable to attach files to tickets within the Ticketing module. Deductible and Copay Adjustments not being Included in Payments Balance ​​​​​​​Corrected an issue where certain copay, coinsurance, deductible invoice balances were not included in a client’s profile balance when invoices were auto-generated using the multi-transaction tool in the Payments module.

 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]

Staff We have updated where the “Can use bulk edit appointments” permission is managed. This permission now lives under Default permissions, so users can access bulk scheduling tools even without Therapist permissions. Your existing permissions will be unchanged. Billing We have resolved an issue with the “Prevent scheduling without an authorization” setting where backdated appointments could exceed allowed sessions or units. Now, when this setting is enabled, appointments that go beyond the authorization limits cannot be saved.