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New Features & Improvements

• Organization
  • Your organization can now enable multi-factor authentication (MFA)! MFA adds an additional layer of security by requiring both a password and a verification code sent your email. MFA can be required for all staff, or enabled for individual staff.
     
• Clients
  • Two new fields "Plan type" and "Insurance notes" are added on the Client Insurance Details page along with existing core elements of the client's insurance policy. The notes section provides flexibility to record important contextual information related to the client's insurance.
     
• Billing
  • A new checkbox has been added to the “Apply to All Invoices” button under Batch Invoicing where the option of  ”Group all appointments into single claim” can be checked once and applied to all invoices that are part of your filtered results, making this checkbox checked by default when creating these invoices.
  • Invoices with a $0 balance will no longer be added to Claims Awaiting Submission during automatic invoice processing.
     
• Support Center
  • The link under the Support Center for ”Contact Us” has been updated to connect you directly with the page where a support ticket can be opened to simplify the process of contacting support.
     
• Payment Processing
  • When a dispute is recorded on a credit card transaction made through Therapy Brands Pay, the transaction enters a resolution process that temporarily prevents a refund from being issued until the dispute is resolved.

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Defect Fixes

• Schedule 
  • Corrected an issue where the “delete” button was not working to delete a recurring appointment series from the new edit appointment modal for occurrences that were greater than 60 days in the future. This has been corrected so that now these appointments can be deleted as expected from this modal.
  • Corrected an issue where when editing an appointment that contained no service type, the appointment would disappear from the calendar even if nothing was changed on the appointment until the page was refreshed. This was fixed so that this appointment remains on the calendar as expected when the edit modal appears.
  • Corrected an issue where the service type was visible on the appointment after changing a client appointment to a non-client event.
  • Deleting an occurrence of a recurring multi-staff appointment for one staff member will no longer delete the appointment for other staff members.
  • If your organization is using our new scheduling experience, the column headers will now remain visible when scrolling in the day, week, month, and staff views of the calendar.
  • Corrected an issue where an "Invalid Date" error occasionally appeared on the Schedule, preventing appointments from displaying when navigating from the Clients list.
  • For organizations using the new scheduling experience, the time picker in the appointment modal now increments based on your preferred time scale (in minutes). You can still manually enter any time outside of your preferred time scale if needed.
  • Corrected an issue by removing duplicate deleted appointment occurrences, and linked invoices that were created through background job. Appointments that have been billed by the user will be cleaned up on a case by case basis. Customers will be instructed to remove claims/invoices before the updating the appointment(s).
  • Corrected an issue where rescheduling an appointment series that included deleted appointment would reappear as part of rescheduled appointment series. This has been corrected so that the deleted appointment remains deleted when appointment series is rescheduled.
     
• Cases & Notes
  • Notes will no longer be applied to clients with a canceled, late cancel, or no show status when applying a group note to all members.
  • Corrected an issue where the error inline message for progress notes duration in minutes was not appearing when the appointment duration was outside the limits of selected service type duration.
     
• Billing 
  • Corrected an issue where the Batch Eligibility page was not loading when clicked on for those that had this feature. Now the page will load as expected.
  • Corrected an issue where some of the words in the “Rejection/Denial Details” column on the Rejected/Denied and Resubmitted tabs were getting split in the middle of the word when several columns were added to the table grid. This was corrected so that this word will not split in the middle when adding to the number of columns.
  • Corrected an issue where automatic invoice processing failed to add some invoices to Claims Awaiting Submission if a primary payer exclusion rule had been created, and the payer excluded was listed as a secondary payer for a client.
  • Resolved an issue where some invoices for kept appointments were generated 3-4 days late instead of during the nightly automatic invoice creation job. Automation timing has been adjusted to ensure invoices are generated on schedule moving forward.
     
• Reports
  • Corrected an issue where the sorting functionality was not working on the “Client Name” column in the Claims Activity report. Now you can sort this column by the client’s last name if needed.
  • Corrected an issue where the total boxes on the submitted claims report was not always showing the correct value as it was not factoring in when all filters were applied to the grid. This has been corrected so that all filtered options made to the grid will factor into the total box calculations.
  • The Legacy Detailed Attendance report and Beta Detailed Attendance report can now be run as expected. Previously, an error was occurring behind the scenes which caused the report to not load or an error message to show.
  • Corrected an issue with the Rendering provider report, where the "Mark as Paid" column gets hidden from the report grid when the user downloads CSV or PDF file. This has been fixed where the Rendering provider report retains Mark as Paid column on the report grid when downloading copy of the report.
     
• Organization
  • Corrected an issue where duplicate SMS appointment reminders were sent out after a client had confirmed the appointment. This has been corrected so that the appointment reminder will not be sent out for a second time after the client has confirmed.
     
• Profile & Settings
  • Corrected an issue when a multi-staff appointment was deleted from the Bulk Edit Appointments page, that if the staff had “Email me when someone else changes my schedule” as checked in their Preferences, that only one and not all of the staff were getting an alert that the appointment had been deleted. This has been fixed so that all staff that are part of the appointment will receive a notification if deleted if they have that notification preference enabled.
     
• Client Portal
  • Corrected an issue where clients were able to add insurance from the client portal when the toggle “Allow clients to add new insurance payers” was set to false in client portal setting. This has been fixed where the "Add Insurance" button on client portal is hidden when the toggle setting is false.
     
• Payment Processing
  • Corrected a spelling error in Batch Payments where "batch" was incorrectly displayed as "bacth" in an error message.

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