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New Features & Improvements
- Schedule
- 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.
- 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.
Defect Fixes
- Billing
- 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.