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Features & Improvements

• Schedule
  • For organizations on our new scheduling experience, the banner that displays in the appointment modal when required fields are missing has been removed. Errors will continue to show in-line.
  • For organizations on our new scheduling experience, the time zone banner that displayed if the appointment was made in a location different than your preferred time zone has been removed. Your preferred time zone is now displayed next to the Start time and End time fields.
  • For organizations on our new scheduling experience, when creating or editing an appointment, the Telehealth Place of Service banner has been removed.
  • The information can now be accessed from the information icon next to the “Location of client” field. The Notes field in appointments is now slightly larger, reducing the need to scroll within the field.
• Billing
  • A negative value can now be entered when adding an adjustment to a client’s invoice, or when working in Manual Insurance Payments.
  • Enabled dually connected tenants to select a clearinghouse when adding or editing an insurer. Users with billing permissions can now choose between a partnered and non-partnered clearinghouse, with the default always set to the partnered clearinghouse.
  • If your organization uses both our partnered clearinghouse and a non-partnered clearinghouse, you now have the flexibility to choose which one to associate with each payer. A new Clearinghouse dropdown is available when adding or editing a payer, making it easy to select your preferred option.
• Organization
  • Updated the Activity Log to display the Service Date (DOS) for Progress Note Addendum actions, providing better tracking and audit accuracy.
  • When a progress note addendum is added, deleted, or signed the associated entry in the Activity Log will now include the service date of the progress note.
• Client Portal
  • Updated the Send client appointment notifications to ensure all notifications now display times in the appropriate location-based time zone.
  • Emails sent for any client notification settings turned on for your Client Portal will now include the location’s time zone.

Defect Fixes

• Schedule
  • Corrected an issue where sometimes the date picker on the Calendar or Agenda skipped a month when navigating from month to month.
• Clients
  • Corrected an issue where a client could not be archived when viewing their details if the client was the only active client.
  • Corrected an issue where .docx files couldn’t be uploaded to a client’s General Documents.
  • Corrected an issue where Clients could not be unarchived and then archived when subscribed to the TheraNest Archive Plan.
• Cases & Notes
  • We fixed a UI issue on the Progress Note page where the service type validation error message displayed two icons. Now, only a single error icon appears as intended.
• Staff
  • Corrected an issue where a staff member’s titles and certifications were not displaying on the assigned staff column in the client grid. Now if the staff member has anything entered in these fields, it will appear on the grid as expected.
  • Corrected an issue where some staff were not able to add or edit their electronic signature from the staff profile. This has been fixed so that electronic signatures can be updated as needed.
• Billing
  • Corrected an issue where some insurance authorizations that were expired were displaying as active. This has been corrected so that the authorizations will show expired as expected.
  • Corrected an issue where an error was occurring when trying to process certain ERA payments with $0 amounts. This has been corrected so these can be processed as expected.
  • When creating an invoice, the Amount, Client Amount Due, and Insurance Amount Due will now be calculated correctly if your organization’s currency is set to Kuwaiti Dinar.
  • Staff members who don’t have access to a case will now get an error message when clicking “Click here to fix it” from the claim scrub error window for error messages related to missing diagnosis codes.
  • Changes to automated ERA processing will now save as expected.
  • The toggles to turn on/off billing automation settings will now display as expected. Previously, the latest Chrome update was hiding the toggles, even though they could still be interacted with on the page.
  • Corrected an issue where the Batch Eligibility feature was displayed for those that have Apex when this functionality is not available at this time. This has been corrected so it will no longer be displayed. 
• Dynamic Forms
  • Table headers will be formatted correctly when managing your organization’s Dynamic Forms from a mobile device. Organization Corrected an issue where the Rate field of a service type allowed more than 8 digits.
• Telehealth
  • Corrected an issue where sometimes duplicate therapy IDs were created for appointments in the future that were originally scheduled as an in-person series and then changed to telehealth. This was causing errors when creating a progress note and pulling in telehealth durations. This has been fixed so that only one telehealth ID is created and no errors occur when creating the progress note for telehealth appointments for additional organizations that were not addressed from a similiar fix in the 02/12/25 release.  

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