New Features & Improvements
- Schedule
- You can now sync your Google Calendar in both directions. In addition to sending TheraNest appointments to Google, personal Google Calendar events can appear in your TheraNest schedule, giving you a more complete view of your availability.
- Billing
- You can now run eligibility checks when using Claim.MD as your clearinghouse. Turn on eligibility checks, run batch eligibility before upcoming appointments, and check eligibility at the insurance level for individual clients. This functionality now matches the experience available to Ensora Clearinghouse customers.
- Cases & Notes
- Progress note action buttons, including Save, are now available at the bottom of the Progress Notes page, so you can save or print without scrolling back to the top. Tab order includes these buttons too.
- Reports
- The Missing progress notes and Progress note signature report are now available in an updated layout experience for your organization.
- Organization
- The Text Reminders screen no longer shows instructions meant for Phone Reminders. You can already customize your text reminder messages, so that text has been removed to avoid confusion.
- Automatic appointment reminder emails, including telehealth reminders, now include the same security and confidentiality language used in other client-facing emails. This includes clear sender identification, a personal message section, and a confidentiality footer. This is a content update only and does not change how reminders are sent.
Defect Fixes
- Schedule
- The status dropdown on the appointment cancellation window no longer overlaps the Hide Details button.
- Cases & Notes
- Sessions that start in the evening and end early the next morning no longer trigger an incorrect “Session start time must be before end time” error.
- Screen reader support on the Progress notes list page has been improved. The most recent note entry, the Actions column, and its menu options now read aloud correctly.
- The Session End Time field no longer shifts position when you link or unlink an appointment while editing a progress note.
- Staff
- Assigning a Provider license to a staff member with Read-only access checked no longer leaves them with both Therapist and Read-only permissions at the same time.
- Reports
- Creating a progress note directly from the Missing Progress Notes report now opens correctly instead of failing to load in some cases.
- Organization
- You can now click Save directly on the Reminders page to resubmit a text campaign that returned a failed status, instead of needing to navigate away first to save.
- Organizations connected to a non-partnered clearinghouse can no longer select the Essentials plan, which isn't compatible with that connection and would fail at subscription.
- Client Portal
- The Client Portal secure message counter no longer displays negative values. Message counts now refresh on a regular schedule to help ensure accuracy.