Defect Fixes Charts shrink in legacy Insights dashboard Resolved an issue that caused charts in the Legacy Insights Dashboard to shrink and disappear after initial loading. Charts will now maintain their proper dimensions and remain visible as expected. Claims able to be finalized without adjudication amounts Resolved an issue that allowed claims to be finalized if no adjudication amounts were filled in. Claims will now properly require complete adjudication information before finalization. {patient} replacement only works once per goal Resolved an issue that prevented multiple instances of the {patient} placeholder from being replaced by the patient’s name in goals. All occurrences of the {patient} placeholder will now properly populate with the patient's name.

Jump to Section:New Features & Improvements Defect Fixes  New Features & Improvements Schedule Viewing a client’s recurring appointments from the agenda and a client’s appointment history page has been increased from 60 days in the future to 1 year in the future, so more of these appointments will be viewable and editable from these pages. Improvements were made on the authorization messaging within the calendar modal to always show the current appointment’s units or sessions factored into the calculation, as this was not always factored in for some scheduling scenarios. Now, this messaging will be more consistent for each type of scheduling scenario. Reports Improvements were made to the Authorization Report by Sessions and Authorization Report by Units to show authorization calculations for the entire span of the authorization, therefore increasing the previous restriction set to only calculate up to 60 days in the future. The billing provider has been added to the Payroll by Rendering Provider report. Profile & Settings We’ve updated the calendar sync instructions to remove the reference to Outlook, as it is not currently supported.  Defect Fixes Schedule Corrected an issue where when edits were made to the end time of a series that was more than 60 days in the future, those edits were not applied. Now the end time of the series will be updated as expected. For organizations using our new scheduling experience, a screen reader will now be able to read the navigation menus in the schedule views and the fields in the new appointment and appointment cancellation windows. For organizations using our new scheduling experience, an issue has been corrected where the appointment status had to be updated twice if the appointment was created in the past and then updated to a canceled status. Clients We've updated how archived clients are stored in the backend, which caused some groups to be hidden if the group contained an archived client Cases & Notes When copying a progress note from the last session on the Agenda, the session time will no longer be copied from the last progress note. It will now reflect the appointment time. Corrected an issue where the service date was occasionally displayed as the next day in the progress notes list when creating a progress note that was not linked to an appointment. Screen readers can now read all fields when adding or editing a client’s diagnosis codes. Corrected an issue where if the case name exceeded 50 characters, you couldn't add, edit, and sign progress notes, assessments, addendums, and contact logs or assign staff to the case. Progress notes will copy from the previous session as expected if the previous progress note had a duration of 0 minutes. Billing Fixed an issue where an error message appeared, and the Claims Awaiting Submission tab failed to load if an invoice line item was deleted after a claim had been submitted. Resolved an issue where diagnosis codes wouldn't load correctly for claims if the appointment was not linked to the progress note and the invoice's rendering provider wasn't assigned to the case. Dynamic Forms A line break has been added to the titles of paragraph form elements when viewing the PDF of an intake form. Previously, long titles aligned to the left would push client responses to the far right margin, making them harder to read. Reports Corrected an issue on the Beta Detailed Attendance report where the total hours were counted individually instead of only once for group appointments that occurred at the same time. This has been fixed, so the hours from the group appointment will only be counted once. Corrected an issue where organizations with larger amounts of data were experiencing longer run times or timeout of the Audit Notes Report. Client Portal The general Client Portal login page has been restored. This page allows clients to access their Client Portal account if they’ve forgotten your organization’s specific Client Portal login page. [Back to Top]

Jump to Section:New Features & Improvements  Defect Fixes  New Features & Improvements Schedule Viewing a client’s recurring appointments from the agenda and a client’s appointment history page has been increased from 60 days in the future to 1 year in the future, so more of these appointments will be viewable and editable from these pages. Improvements were made on the authorization messaging within the calendar modal to always show the current appointment’s units or sessions factored into the calculation, as this was not always factored in for some scheduling scenarios. Now, this messaging will be more consistent for each type of scheduling scenario. Reports Improvements were made to the Authorization Report by Sessions and Authorization Report by Units to show authorization calculations for the entire span of the authorization, therefore increasing the previous restriction set to only calculate up to 60 days in the future. Profile & Settings We’ve updated the calendar sync instructions to remove the reference to Outlook, as it is not currently supported.   Defect FixesSchedule Corrected an issue where when edits were made to the end time of a series that was more than 60 days in the future, those edits were not applied. Now the end time of the series will be updated as expected. A screen reader will now be able to read the navigation menus in the schedule views and the fields in the new appointment and appointment cancellation windows. An issue has been corrected where the appointment status had to be updated twice if the appointment was created in the past and then updated to a canceled status. Clients We've updated how archived clients are stored in the backend, which caused some groups to be hidden if the group contained an archived client Cases & Notes When copying a progress note from the last session on the Agenda, the session time will no longer be copied from the last progress note. It will now reflect the appointment time. Corrected an issue where the service date was occasionally displayed as the next day in the progress notes list when creating a progress note that was not linked to an appointment. Screen readers can now read all fields when adding or editing a client’s diagnosis codes. Corrected an issue where if the case name exceeded 50 characters, you couldn't add, edit, and sign progress notes, assessments, addendums, and contact logs or assign staff to the case. Progress notes will copy from the previous session as expected if the previous progress note had a duration of 0 minutes. Billing Fixed an issue where an error message appeared, and the Claims Awaiting Submission tab failed to load if an invoice line item was deleted after a claim had been submitted. Resolved an issue where diagnosis codes wouldn't load correctly for claims if the appointment was not linked to the progress note and the invoice's rendering provider wasn't assigned to the case. Dynamic Forms A line break has been added to the titles of paragraph form elements when viewing the PDF of an intake form. Previously, long titles aligned to the left would push client responses to the far right margin, making them harder to read. Reports Corrected an issue on the Beta Detailed Attendance report where the total hours were counted individually instead of only once for group appointments that occurred at the same time. This has been fixed, so the hours from the group appointment will only be counted once. Corrected an issue where the “Total Billed” and “Total Available to be Billed” columns on the Authorization report were not always calculated correctly for appointments that were further than 60 days in the future as it would show the values for all service types in the appointment irrespective of the authorization. Now these columns will be calculated correctly to only take into account the service types that are assigned to the authorization. Corrected an issue where organizations with larger amounts of data were experiencing longer run times or timeout of the Audit Notes Report. Client Portal The general Client Portal login page has been restored. This page allows clients to access their Client Portal account if they’ve forgotten your organization’s specific Client Portal login page.  [Back to Top]

Jump to Section: New Features & Improvements Defect Fixes   New Features & ImprovementsSchedule Viewing a client’s recurring appointments from the agenda and a client’s appointment history page has been increased from 60 days in the future to 1 year in the future, so more of these appointments will be viewable and editable from these pages. Improvements were made on the authorization messaging within the calendar modal to always show the current appointment’s units or sessions factored into the calculation, as this was not always factored in for some scheduling scenarios. Now, this messaging will be more consistent for each type of scheduling scenario. Reports Improvements were made to the Authorization Report by Sessions and Authorization Report by Units to show authorization calculations for the entire span of the authorization, therefore increasing the previous restriction set to only calculate up to 60 days in the future. The billing provider has been added to the Payroll by Rendering Provider report. Profile & Settings We’ve updated the calendar sync instructions to remove the reference to Outlook, as it is not currently supported.   Defect FixesSchedule Corrected an issue where when edits were made to the end time of a series that was more than 60 days in the future, those edits were not applied. Now the end time of the series will be updated as expected. A screen reader will now be able to read the navigation menus in the schedule views and the fields in the new appointment and appointment cancellation windows. An issue has been corrected where the appointment status had to be updated twice if the appointment was created in the past and then updated to a canceled status. Clients We've updated how archived clients are stored in the backend, which caused some groups to be hidden if the group contained an archived client Cases & Notes When copying a progress note from the last session on the Agenda, the session time will no longer be copied from the last progress note. It will now reflect the appointment time. Corrected an issue where the service date was occasionally displayed as the next day in the progress notes list when creating a progress note that was not linked to an appointment. Screen readers can now read all fields when adding or editing a client’s diagnosis codes. Corrected an issue where if the case name exceeded 50 characters, you couldn't add, edit, and sign progress notes, assessments, addendums, and contact logs or assign staff to the case. Progress notes will copy from the previous session as expected if the previous progress note had a duration of 0 minutes. Billing Fixed an issue where an error message appeared, and the Claims Awaiting Submission tab failed to load if an invoice line item was deleted after a claim had been submitted. Resolved an issue where diagnosis codes wouldn't load correctly for claims if the appointment was not linked to the progress note and the invoice's rendering provider wasn't assigned to the case. Dynamic Forms A line break has been added to the titles of paragraph form elements when viewing the PDF of an intake form. Previously, long titles aligned to the left would push client responses to the far right margin, making them harder to read. Reports Corrected an issue on the Beta Detailed Attendance report where the total hours were counted individually instead of only once for group appointments that occurred at the same time. This has been fixed, so the hours from the group appointment will only be counted once. Corrected an issue where organizations with larger amounts of data were experiencing longer run times or timeout of the Audit Notes Report. Client Portal The general Client Portal login page has been restored. This page allows clients to access their Client Portal account if they’ve forgotten your organization’s specific Client Portal login page. [Back to Top]

Version 2.50See the option to download the complete list at the bottom of the article. Jump to Section:Improvements & Defect Fixes Administration Billing Clinical FormLab Forms Medication Management Reporting System  NOTE: There may be times when Version numbers seen here are skipped. Any changes or additions in skipped versions are included in the next public release. REMINDER: To schedule an update to the latest version, please contact Support to submit a request.   Improvements & Defect FixesAdministrationPROS - User Permissions In Administration > Users > Access Level (first tab) > User Permissions, we have updated User Permissions to hide the PROS Check-In/Check Out screens, ensuring they are no longer visible.  BillingPROS Updates In Setup > Billing/Program Defaults > PROS tab, the Time Exclusion Grid was removed and the PROS Unit Conversion Chart was hid to ensure accurate calculations based solely on offsite services. Updates were made to the unit calculation for PROS billing. Offsite unit now count as two units instead of one, with a daily maximum of 10 units. This change applies to both CRS and Add-On components for accurate billing tiers. In Day to Day > My Billing > PROS tab, we removed the Check-In Duration, Check-In Details, and Adjusted Check-In Time columns from the PROS tab. These columns are hidden in the UI, but remain in the database for record keeping purposes. Billing units are now correctly displayed on the add on procedure in Charge Entry, even when no CS base tier is met, ensuring accurate reporting and billing. The tooltips were updated to clarify column information in My Billing. The printing format of the PROS tab in My Billing has been updated to reflect recent changes in column names and added new columns. There are now abbreviated headers to fit more information within limited space, ensuring the printed view accurately represents the on-screen data for better usability. Scheduled Appointment Call List Report We have resolved an issue in the Scheduled Appointment Call List Report where refunded unapplied payments were not reflected, causing incorrect credit balances. The report logic has been updated to ensure consistency between the report and the ledger. 837 Amounts Issue An issue was resolved that was causing Medicaid claims to be denied due to out-of-balance charges from discrepancies in charge amounts. Claims now correctly pull charge amounts, preventing denials and ensuring accurate billing. 837 - Loop 2400 Fix We fixed the 837 Loop 2400. Insurance Procs Overridden now reflects the changed to Procedure Customary Amount.  My Billing Error We fixed an Index out of range error in My Billing that occurred when unselecting an insurance during test batch processing. Insurances can now be unselected without triggering the error.  ClinicalPROS - Update Check-In/Check-Out Screens Check-In/Check-Out has been removed from Clinic Options. Patients no longer need to check in/out for accurate billing and charge creation.  Clinical Documentation Minutes Fix We fixed an issue with Clinical Documentation minutes not pulling into billable services. Now, if the Duration field does not populate correctly, an alert triggers, preventing incorrect saves and ensuring accurate billing. Update to Chart Details Chart Details is updated to include optional fields for Preferred Name and Pronouns. Preferred Name appears next to First Name if entered, and Pronouns are displayed if added. This enhancement improves user personalization and data accuracy.   FormLabBillable Progress Notes We fixed an issue with billable progress notes in FormLab being incorrectly prefilled with previous visit narratives. The logic is updated to respect the "Do not prefill from previous version" flag. My Billing - Secondary Signatures An issue was fixed with secondary signatures not displaying on FormLab progress notes in My Billing. This update ensures all required signatures are shown, improving compliance and documentation accuracy. Alias Field Issue An issue was resolved with Alias 1 and Alias 2 fields in FormLab forms not prefilled from Patient Details. The database script is updated to ensure these fields are correctly populated.  FormsMH Progress Note - Overlapping Notes Issue We fixed a defect where overlapping notes in the MH Progress Note form could be signed despite hard stops being set. The query logic was adjusted to prevent this.  Clinical Document Headers We have updated clinical document headers to include Preferred Name and Pronouns. Preferred Name appears next to First Name is entered, and Pronouns are displayed if added. The "Gender" label was changed to "Sex" where applicable.   Medication ManagementMedication Dispensing Admin - Pre-Pour Inventory In Administration > Medication Dispensing Admin, we fixed an issue with the Pre-Pour Inventory radio button that was causing errors when dispensing pre-pours on past dates. Now, pre-pours can be documented accurately without pump communication errors. MAT Inventory Issue We fixed an issue with multiple inventory rows for a single bottle number in MAT inventory. Now, only one row per bottle number is allowed, ensuring accurate tracking. Updated Medication Dispensing Screen The Medication Dispensing screen has been updated to include Preferred Name and Pronouns. Preferred Name is displayed below DOB, Pronouns follow Preferred Name, and SSN is moved up to the row with MRN and DOB. Bottle Transactions Fix We fixed an issue with bottle transactions (Audit Add, Audit Remove, Transfer) being successful without unsealing the bottle. The audit table has been enhanced to ensure unsealing action is recorded before transactions, improving accuracy and compliance.  ReportingCar Fare Reimbursement Patient List Report Update The Car Fare Reimbursement Patient List Report has been corrected to include Suboxone bundle code G2068 in the summary procedure list, ensuring accurate reporting of service dates. Pre Phone Intake Referent Report The FL_PS3 form was added to the Pre Phone Intake Referent Report. The report now includes Program, Location, Referred By, F/U Contact, and Creation Date fields.  Caseload Report Inactive users have been added to the Caseload Report, enabled viewing of historical chart caseloads and enhancing report utility. PROS Services Report The PROS Services Report has been updated to remove Check-In/Check-Out lines and descriptions about Progress Notes outside these periods. The Check-In/Check-Out option has been removed from the Expand Details to Level dropdown field, ensuring accurate reporting without unnecessary details. UDS Report We fixed an issue with the UDS Report not aligning with the Practice Stats by Diagnosis Report. The UDS Report now correctly filters patients based on Diagnosis Source and Primary Diagnosis settings, ensuring accurate patient counts and visit data.  Practice Stats - By Diagnosis Report When the Diagnosis Source filter is set to Visit/Charge Entry screen and Show Only Primary Diagnosis is set to Yes, the report will only show patients with their correct primary diagnosis. Amount Dispensed and Administered Field Issue We fixed an issue where the Account dispensed and administered this month field did not display "0" when no data was recorded. This update ensures accurate reporting for medication dispensation and administration, improving data integrity.  SystemeCR University to Knowledge Base All "eCR University" references have been changed to "Knowledge Base" and updated to point to Support Articles by default.  To download the full list of release items: Release Items April 2025 Version 2.50 (Complete List) [Back to Top] 

Jump to Section:New Features & Improvements Defect Fixes App Version: 20250327.5     New Features & Improvements Zero Out Targets and Behaviors Default for New Students Organizations can now choose whether new students will be created with Zero Out Targets and Behaviors set to Yes or No. The new settings are in Administration > Organization Settings The default setting for Behaviors is ‘Yes’ and for Targets is ‘No’.   Defect FixesGateway Time-out Error when Exporting Raw Data for Student Users can now choose a date range for viewing and exporting raw data to avoid timeout errors Date range is limited to a maximum of 1 year at a time Manually Entered Web Portal Intervals do not Appear in Numerical Order in Raw Data Interval data entered in the web portal will now be sorted correctly in the Raw Data view. Organizations outside the United States are Unable to Save Changes to their Organization Name This issue has been resolved. Users Intermittently Receiving Timeout Error when Attempting to Export Target Data Templates This issue has been resolved Some Graphs Displaying Broken Image Icon on one database Graphs will now load as expected Form responses synced to the portal from the mobile application are not displaying the Date and Time in the Date Column Form responses will include the date and time as expected. Raw data modal opens twice after clicking Graph button This issue has been resolved Some Last Edited SOAP Note Dates being Updated when No Edits were Made The last edited date shown in the portal was being updated when the soap note PDF was generated. This issue has been resolved. Removed Licenses Still Showing Active After Expiration Date Removed licenses will not show after expiration date. Some organizations are Unable to Access Default Catalyst Progress Report Template Default Progress Report templates are now available to all organizations. Rate Timer in Mobile App is Incorrect when the Device Display Auto-Locks The timer will now remain accurate when the device locks and the timer counts over 60 minutes. Intermittently, Published SOAP Notes Continuously Loading Upon Selection Unable to view SOAP Notes created in the last 30 days for a particular student This issue has been resolved. Fluency Timer changes to 00:00 when the user stops the timer and navigates to a different target without saving or deleting the data Timer will remain its value when the user stops the timer and navigates to a different target. [Back to Top]

NOTE: These changes go into effect during the evening on the date specified in the article title (ie Wednesday night); most users will see these items the following day (ie Thursday morning). Defect FixesExostar Push Notifications Corrected a bug that caused an error when using the Exostar Push Notifications for drugs that included a % character in the description. Change Requests  Change requests may now be approved for pharmacy Out of Stock messages. EPCS Registration Corrected an issue that could interfere with EPCS registration for users with hyphenated names.

Jump to Section: New Features & Improvements Defect Fixes New Features & Improvements Find & Finalize Claims without Problems Multiple claims in a remit can now be easily finalized, as any selected claims that require. additional steps will be automatically skipped. The new Finalized Status filter will help you find any remaining claims you might need to work through.   Defect Fixes Payers report showing high charges Resolved an issue that sometimes caused the Payers report to show Charges as higher than intended if dates older than 368 days were included. Unable to submit multiple untimed billing codes Resolved an issue that prevented submitting more than one untimed billing code on a daily note in certain situations.

NOTE: These changes go into effect during the evening on the date specified in the article title (ie Wednesday night); most users will see these items the following day (ie Thursday morning).  New Features & ImprovementsID.me is now available as an Identity Proofing service provider. When your existing EPCS registration expires, you will renew with ID.me. If you have an existing ID.me license, that may be used with NewCrop. If you require a hardware token, please request to remain on Exostar. ID.me does not support hardware tokens at this time, and all 2FA services run through the ID.me app.

Jump to Section:New Features & Improvements Defect Fixes NOTE: There may be times when Version numbers seen here are skipped. Any changes or additions in skipped versions are included in the next public release. REMINDER: To schedule an update to the latest version, please contact Support to submit a request Version 3.68    New Features & ImprovementsNew Functionality - Cancel Scheduled GL (General Ledger) Jobs Scheduled GL Jobs can now be cancelled. Staff Taxonomy Codes - Effective Dates Staff Taxonomy Codes now have Effective Dates. This has been added to Taxonomy in Configuration - Staff/Users > [Staff] > Payer Mappings. 271 Import Improvement Loop 2120C information is now imported into the MCO data element regardless of the qualifier used. Defined Lists - Additional Codes Users now have the ability to add Additional Codes for reporting within Configuration - Setup > Defined Lists. Defined Lists - Effective Dates Validation Effective Dates in Defined Lists now have a validation to ensure that the End Date is after the Start Date. Inherit Prior Payer Change Inherit Prior Payer no longer includes Billing Codes and Modifiers, only Charges.   Defect FixesEnd-Dated Staff Issue An issue was fixed in Configuration - Staff/Users > [Staff] > Employment when a Staff member is end-dated. Informs Email Domain Fix An issue was resolved where email domains that included numbers and/or special characters were unavailable in the dropdown menu for selection when sharing via Informs.  To download the complete list of release items: Release Items March 14, 2025 Version 3.68 [Back to Top]

Jump to Section: New Features & Improvements Defect Fixes  NOTE:  These changes go into effect during the evening on the date specified in the article title (ie Wednesday night); most users will see these items the following day (ie Thursday morning).  New Features & ImprovementsID.me Identity Proofing ID.me identity proofing services have been added and will be activated in an upcoming release. Pharmacy Messages (Renewal Requests and Change Requests) Pharmacy messages (Renewal Requests and Change Requests) may now be identified as Urgent by an exclamation point   icon beside the patient name on the Tasks page. Sig Builder Enhancements Required fields on the Sig Builder are more clearly identified with red highlights.    The Favorites Sig Builder now allows diagnoses search by diagnosis code as well as diagnosis name. Previous Medications List Freeform medications will now show up in Previous Medications when discontinued. Reporting The 340B report now matches the proper export specifications for direct import by pharmacy software.    Defect FixesLocation DEAs Location DEAs are now stored consistently, and validation has been improved for better support of DEANs with extensions. Printing Corrected a bug that could prevent printing a prescription without a pharmacy selected. Renewal Requests Corrected a bug that could prevent approval of a pharmacy renewal request. EPCS Alert Prevented the EPCS alert from displaying briefly and unnecessarily. [Back to Top]

Jump to Section: New Features & Improvements Billing CCBHC Reporting Client Portal Reporting Defect Fixes Billing Client Portal Reporting   New Features & ImprovementsBillingNew Billing Code - Round Hour Setting An option has been made available for users to apply the Round Hour setting at the code level. With this setting enabled, the unit will round up to the nearest value.   CCBHC ReportingUpdates to Consumer Level Data Report Updates were made to the Consumer Level Data Report for the Race, Peer-services, and Tele-health fields.  Client PortalUpdate to User Profile Menu The user profile menu order has been updated.  Reporting2060 Raw Data Report - Additional Client Fields The following client fields were added to the 2060 Raw Data Report: Housing/Residential Status and Veteran/Military Status.  5060 Report - Disclaimer Syntax The disclaimer was changed to state "Aside from Number of Clients, information in this report is based on data entered in the Client Module and may not match the Number of Clients."  Defect FixesBillingSVD Total Amount Display Issue When Combine lines with same code but different staff = "yes" in Payer > Claim Rules, the SVD amount in Change Time > Extra Info > Amount for SVD Segment should be combined and the total should be displayed in Loop 2430, section SVD, in the claim.  Client PortalMultiple Client Portal Invitations Fix We have corrected a scenario where the Invite Client button would be processed twice and two emails would be sent. Now, only one pop up invitation will be sent to clients for the Client Portal Manager when "invite client" is selected.  Reporting1300 Report - Appointments +/- 25 minutes have been added to the appointment time to allow for improved service line matching. See the 1300 Report Appointments Without Service Lines article for more information. [Back to Top]

Defect FixesGoal graphs not showing target line The line showing a goal’s target will appear on the goal’s graph again. Other Event / Meeting not considered unavailable time for appointment requests Resolved an issue that allowed appointments to be requested for time slots where an Other Event / Meeting was scheduled.

Jump to Section: Features & Improvements Defect Fixes  Features & ImprovementsSchedule 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. [Back to Top]  Defect FixesSchedule 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 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 similar fix in the 02/12/25 release.   [Back to Top]

Jump to Section: Features & Improvements Defect Fixes  Features & ImprovementsSchedule 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 FixesSchedule 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 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 similar fix in the 02/12/25 release. [Back to Top]

Jump to Section: Features & Improvements Defect Fixes  Features & ImprovementsSchedule 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 FixesSchedule 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.   [Back to Top]

 Jump to Section: New Features & Improvements Defect Fixes NOTE: These changes go into effect during the evening on the date specified in the article title (ie Wednesday night); most users will see these items the following day (ie Thursday morning).  New Features & ImprovementsSurescripts Registration Improvements Prescribers are now automatically registered upon connection.  Reporting Enhancements The Prescriber Report may now be run for all prescribers as a single selection. Learn More: Run Prescriber Report Clinical Options The Cancel Notification options have been moved under the Clinical Options. Learn More: Clinical Options Tasks Page The Delete button is now inactivated for Pending Prescriptions when none are selected. Defect FixesPatient Information Patient information is no longer displayed on pages or reports that are not patient-specific. Manager Enhancements New users may no longer be created without being assigned to at least one location. ChangeRx Prescription History Corrected a bug that could prevent the pharmacy from being shown on the Rx Details view. [Back to Top]

Jump to Section: New Features and Improvements Defect Fixes  New Features and Improvements Remove payment processing iframes from Therapy Brands Pay When processing a payment using Therapy Brands Pay in Fusion, the patient portal, or through an emailed invoice, Therapy Brands Pay will now open in the same page instead of in a pop up.   Defect Fixes  Automatic Invoices Not Created Resolved an issue that prevented a clinic’s automatic invoices from being created in some cases. Not able to search patients with numeric fusion ID Resolved an issue that prevented searching for patients by their Fusion ID if that ID consisted of only numbers.

Jump to Section: New Features & Improvements Defect Fixes NOTE: There may be times when Version numbers seen here are skipped. Any changes or additions in skipped versions are included in the next public release. REMINDER: To schedule an update to the latest version, please contact Support to submit a request. Version 3.67  New Features & ImprovementsNew Form - PHQ-9 Modified for Adolescents Users can now utilize the PHQ-9 Modified for Adolescents. This variant of the PHQ-9 language specific for adolescents. The form may be added to the timeline as with other forms.  Social Determinants of Health (SDOH) Assessment - Treatment Planning System The SDOH Assessment view will now be available in the Treatment Planning System. Each of the domains (Utilities, Housing, Transportation, Personal Safety, Food) has its own data view available. New 837I Option The 837I Billing Method includes a new option: Require Discharge Time. When selected, the 837I claims will not be included in billing files unless a client's associated Enrollment has a Discharge Time. An Error will note that the services were not billed. When the option is not selected, the current functionality of including all types of claims will be in effect, whether the client has been discharged or not. New Schedule General Ledger (GL) Posting Option A new option has been added to schedule GL Posting jobs should be run. Scheduled Jobs must have a Date and Time that are in the future. New CARC Code Available in Transaction Definitions In Configuration - Setup > Transaction Definitions, CARC code 272 - "Coverage/program guidelines were not met", is now available for selection within the CARC Adjustment Reason dropdown field in the New/Edit Transaction Definition window. Update to 271 File Review for Rejection If there is no rejection in the 271 at the Subscriber Level (Loop 2100C), the 271 import job will also look for a rejection in the Information Source Level (Level 2100A). Configure Treatment Methods in a Problem - Treatment Planning System Users can now add up to 100 Treatment Methods to a Problem within the Treatment Planning System configuration, enhancing the ability to tailor treatment plans to specific needs. Change to Job Processing with Opioid Treatment Programs (OTP) Bundles A change was made to allow the Reversing and Retrying of jobs when OTP Bundles were created. Previously these were causing errors because the bundles were not un-done during the process.   Defect FixesStaff Credentials Defined List Error An issue was resolved where updating the Staff Credentials defined list was causing a fatal error.  Informs Display Issue An issue was resolved where Informs would display an error when the email domain path contained more than one dot extension. CCBHC Service Reporting Fix An issue was corrected where CCBHC PPS Services (Services associated with a Service Definition where the Category is "CCBHC-PPS1" or "CCBHC-PPS2" were sometimes being reported with a $0 dollar amount. Now, only the Shadow Claims are set to $0 if the Report $0 for Shadow Claims option is selected in the 837 Configuration.  To download the complete list of release items: Release Items February 19, 2025 Version 3.67 [Back to Top]

Jump to Section: Features & Improvements Portal Defect Fixes Portal App   App Version: 20250206.4   Features & ImprovementsPortalAdd 'Session Duration' field to SOAP Notes Report  A Session Duration field has been added to the SOAP Notes Report in Administration > Reporting Beta. This field was previously available on the Timesheets Report. Add field to the SOAP Notes report indicating how long after the session the SOAP Note was published  A field called ‘Days Until SOAP Note Published’ has been added to the SOAP Notes Report in Administration > Reporting Beta. This field indicates the amount of time that lapsed between the end time of a session and when the SOAP Note was created. Some data points failing to process and sync Improved our sync processor to handle some data points that were not syncing efficiently    Defect FixesPortalIntermittently Receiving Error when Running Devices Report   A database index change has resolved this issue.  Errors when Saving Data Taken in Data Entry > Skill Data  This timeout error has been resolved.  Some Published SOAP Notes are not Available for Download in Portal   A change was made to improve the performance of the PDF processor.  Deprecate the Legacy Timesheets Functionality   All features related to Timesheets are now disabled by default at the organization level.  Removing the legacy Timesheets functionality will improve the performance of Catalyst for all users and will allow our team to continue to focus on delivering important new features.    AppApp Duration Timer is Stopping at Random Intervals when Device goes to Sleep and Counts over 60 Minutes   The Duration Timer in the app will continue keeping time accurately when the timer increments past 60 minutes, whether the device is asleep or not.  When a user navigates away from a Timer Style Fluency Target while the timer is running, the play icon disappears from next to the Target Name on the Target List   This issue has been resolved.  Long Mobile App Load Times on SOAP Notes   We resolved an issue where the loading spinner would never disappear for students without SOAP Notes from the past 30 days.  Mobile app occasionally sending two commands at same time   The app will no longer send two commands for the same data point.  Resolve issue where App is not populating TimeStampUtc for Interval data types   This fix will ensure efficient sync processing for Interval data  Some Students not Available for Download in v.20250116.4  This issue has been resolved.  Issue with Duration timer set to greater than 60 minutes  There was an issue with Duration timers set to a start time of greater than 60 minutes. This issue has been resolved and the timer will now count down from the appropriate number.  Resolve issue with SOAP Note ID/Field Mismatch  An issue where a SOAP Note could be created with a template ID that didn’t match the fields on the template has been resolved.  Resolve top crash found in our logs [Back to Top] 

Jump to Section: New Features & Improvements Defect Fixes NOTE: These changes go into effect during the evening on the date specified in the article title (ie Wednesday night); most users will see these items the following day (ie Thursday morning).  New Features & ImprovementsPharmacy Change Messages Staff Review Notes are now available for Change messages. Learn More: Create a Staff Review Note for a Renewal or Change Request - Clerical Admin Roles Medication List icons Icons now properly update after transmission of a medication that was previously imported.  Defect FixesFax Delivery Multiple prescriptions faxed to a single pharmacy are now delivered as a single faxed prescription. EPCS Prescribing Log Corrected an issue where the user could be blank on the EPCS Prescribing Log. Prescriber Report Improved the report performance and it should no longer time out when reporting over large data sets. DEA Maintenance Corrected the behavior for midlevels attempting to update their DEAN. [Back to Top]

Jump to Section: Features & Improvements Schedule Defect Fixes Schedule Clients Cases & Notes Billing Telehealth   Features & Improvements Schedule If your organization is on our new scheduling experience, when creating an appointment you can now select the Event Type or Forum option by clicking anywhere within the square, rather than having to click the radio button directly.   Defect Fixes Schedule Corrected an issue where sometimes an error occurred when attempting to edit a non-client event and save. This has been corrected so these events can be edited as expected. Corrected an issue where the Google calendar manual sync button was not working from the Agenda page if you had it enabled. Now this button can be used to sync calendars as expected. Clients Corrected an issue that prevented filtering the client list by client flags. A client who is archived, removed from a group, unarchived, and reassigned to the same group will appear correctly in the group’s Case Info tab. Cases & Notes Corrected an issue where saving a progress note with a required field sometimes triggered the supervisory workflow. The supervisor workflow will only be triggered when clicking the “Submit to supervisor(s)” button. Billing Corrected an issue where a claim was not being added to claims awaiting submission for the secondary payer if there was an exclusion rule created that prevented the primary claim from being added. A client’s credit will now display in the correct currency if your organization’s preferred currency is the Indian Rupee. Invoices created for group members in a group appointment will now have the appropriate diagnostic codes linked. Previously, not all clients had the diagnosis codes linked on the invoice/claim even though diagnosis codes were on the case. 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. [Back to Top]

Jump to Section: New Features & Improvements Billing & Payments Reporting Defect Fixes Reporting   New Features & ImprovementsBilling & PaymentsNew Setting when Resending Claims In Settings > Billing, agencies now have the option to enable the Resend claim to Primary -- Exclude Adjustments setting. Reporting5970 Report The parameters of the report have been updated to add the following years to the dropdown menu: 2024, 2025, 2026, 2027, 2028.   Defect FixesReporting3740 Report Syntax Error A syntax error was fixed to allow a user to run the 3740 Report without issue. 

Jump to Section: Features & Improvements Defect Fixes NOTE: There may be times when Version numbers seen here are skipped. Any changes or additions in skipped versions are included in the next public release. For example, Release Notes 8.10.1, followed by Release Notes 8.10.4; Release Notes for 8.10.4 would include any changes made in 8.10.2, 8.10.3, and 8.10.4.  Features & ImprovementsPerformance Optimization for Implicit Conversions Enhanced CatalystMapAppointments by applying no-locks and optimizing column conversions for improved execution speed.   Defect FixesFix for Appointments Not Rendering in WebABA Enterprise Clinical Documentation Optimized the time duration for Catalyst API requests to reduce response failures and improve note retrieval efficiency. Automated Hangfire Job Trigger for SOAP Note Sync Implemented an automatic retry mechanism to reprocess failed SOAP note synchronization jobs. Fix for Incorrect Taxonomy Code Fetching  Implemented a script fix to fetch the Taxonomy Code for PRV instead of NPI in the 2420A and 2310B loops to prevent claim rejections. 

Defect FixesExclude canceled / no-show appointments from unavailable time An appointment that has been marked as Clinic Canceled, Patient Canceled, or No Show will no longer prevent portal users from requesting appointments for the same time slot. Appointment hover hidden behind other appointments Resolved an issue that could cause the appointment hover to be hidden behind other appointments on the calendar for some types of devices. Date of checkout changes every time receipt is printed When printing a receipt for a payment processed through checkout, the date the transaction was submitted will now be shown on the receipt. Previously, it showed the current date.