---
title: Appointment Reminders and Batch Statements Improved
description: "TherapyNotes Software Update: Appointment Reminders and Batch Statements Improved"
image: https://blog.therapynotes.com/hubfs/images/blog/topics/160906-sticker-features-150x150.png
---

[![TherapyNotes Practice Management and EHR](https://blog.therapynotes.com/hubfs/images/primary/NavLogo@2x.png?noresize)](https://www.therapynotes.com/)

- [Try Free](https://www.therapynotes.com/about/signup/) 
  
  [Log In](https://www.therapynotes.com/app/login/)

- - [![Call Us: (215) 658-4550](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuCall@2x.png?noresize&width=25&height=25&name=MobileMenuCall@2x.png)Call Us: (215) 658-4550](tel:+12156584550)
    - [![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuTrial@2x.png?noresize&width=25&height=25&name=MobileMenuTrial@2x.png)Start Your Free Trial](https://www.therapynotes.com/about/signup/)
    - [![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuDemo@2x.png?noresize&width=25&height=25&name=MobileMenuDemo@2x.png)Schedule a Demo](https://blog.therapynotes.com/schedule)
  
  ---
- ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuExplore@2x.png?noresize&width=25&height=25&name=MobileMenuExplore@2x.png)Explore
  
    - [Pricing](https://www.therapynotes.com/pricing/)
    - [Blog](https://blog.therapynotes.com/)
    - [Help Center](https://support.therapynotes.com)
    - [For Education](https://www.therapynotes.com/education/)
    - [Find a Therapist](https://www.therapysearch.com)
  
  ---
- ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuFeatures@2x.png?noresize&width=25&height=25&name=MobileMenuFeatures@2x.png)Features
  
  Practice Management
  
    - [Billing](https://www.therapynotes.com/features/billing/)
    - [Scheduling](https://www.therapynotes.com/features/scheduling/)
    - [Messaging](https://www.therapynotes.com/features/securemessaging/)
    - [Payments](https://www.therapynotes.com/features/payment-processing/)

  Clinical Documentation
  
    - [Notes](https://www.therapynotes.com/features/notes/)
    - [TherapyFuel®](https://www.therapynotes.com/features/therapyfuel/)
    - [Outcome Measures](https://www.therapynotes.com/features/outcome-measures/)
    - [ePrescribe](https://www.therapynotes.com/features/eprescribe/)

  Client Engagement
  
    - [TherapyPortal™](https://www.therapynotes.com/features/client-portal/)
    - [Telehealth](https://www.therapynotes.com/features/telehealth/)
    - [TherapySearch™](https://www.therapysearch.com/clinicians)

  Additional Resources
  
    - [Mobile App](https://www.therapynotes.com/features/therapynotes-mobile/)
    - [Support](https://www.therapynotes.com/features/support/)
    - [Security](https://www.therapynotes.com/features/security/)

  ---
- ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuAbout@2x.png?noresize&width=25&height=25&name=MobileMenuAbout@2x.png)About
  
    - [Company](https://www.therapynotes.com/company/)
    - [Careers](https://www.therapynotes.com/careers/)
    - [Reviews](https://www.therapynotes.com/reviews/)
    - [Contact](https://www.therapynotes.com/contact/)
    - [Store](http://therapynotesshop.com/)
    - [Status](https://blog.therapynotes.com/status)

[![TherapyNotes Practice Management and EHR](https://blog.therapynotes.com/hubfs/images/primary/NavPartialLogo@2x.png?noresize)](https://www.therapynotes.com/)

- - [![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuTrial@2x.png?noresize&width=25&height=25&name=MobileMenuTrial@2x.png)Start Your Free Trial](https://www.therapynotes.com/about/signup/)
    - [![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuDemo@2x.png?noresize&width=25&height=25&name=MobileMenuDemo@2x.png)Schedule a Demo](https://blog.therapynotes.com/schedule)
  
  ---
- ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuExplore@2x.png?noresize&width=25&height=25&name=MobileMenuExplore@2x.png)Explore
  
    - [Pricing](https://www.therapynotes.com/pricing/)
    - [Blog](https://blog.therapynotes.com/)
    - [Help Center](https://support.therapynotes.com)
    - [For Education](https://www.therapynotes.com/education/)
    - [Find a Therapist](https://www.therapysearch.com)
  
  ---
- ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuFeatures@2x.png?noresize&width=25&height=25&name=MobileMenuFeatures@2x.png)Features
  
  Practice Management
  
    - [Billing](https://www.therapynotes.com/features/billing/)
    - [Scheduling](https://www.therapynotes.com/features/scheduling/)
    - [Messaging](https://www.therapynotes.com/features/securemessaging/)
    - [Payments](https://www.therapynotes.com/features/payment-processing/)

  Clinical Documentation
  
    - [Notes](https://www.therapynotes.com/features/notes/)
    - [TherapyFuel®](https://www.therapynotes.com/features/therapyfuel/)
    - [Outcome Measures](https://www.therapynotes.com/features/outcome-measures/)
    - [ePrescribe](https://www.therapynotes.com/features/eprescribe/)

  Client Engagement
  
    - [TherapyPortal™](https://www.therapynotes.com/features/client-portal/)
    - [Telehealth](https://www.therapynotes.com/features/telehealth/)
    - [TherapySearch™](https://www.therapysearch.com/clinicians)

  Additional Resources
  
    - [Mobile App](https://www.therapynotes.com/features/therapynotes-mobile/)
    - [Support](https://www.therapynotes.com/features/support/)
    - [Security](https://www.therapynotes.com/features/security/)

  ---
- ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuAbout@2x.png?noresize&width=25&height=25&name=MobileMenuAbout@2x.png)About
  
    - [Company](https://www.therapynotes.com/company/)
    - [Careers](https://www.therapynotes.com/careers/)
    - [Reviews](https://www.therapynotes.com/reviews/)
    - [Contact](https://www.therapynotes.com/contact/)
    - [Store](http://therapynotesshop.com/)
    - [Status](https://blog.therapynotes.com/status)

[![TherapyNotes Practice Management and EHR](https://blog.therapynotes.com/hubfs/images/primary/NavLogo@2x.png?noresize)](https://www.therapynotes.com/)

- - [![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuTrial@2x.png?noresize&width=25&height=25&name=MobileMenuTrial@2x.png)Start Your Free Trial](https://www.therapynotes.com/about/signup/)
    - [![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuDemo@2x.png?noresize&width=25&height=25&name=MobileMenuDemo@2x.png)Schedule a Demo](https://blog.therapynotes.com/schedule)
  
  ---
- ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuExplore@2x.png?noresize&width=25&height=25&name=MobileMenuExplore@2x.png)Explore
  
    - [Pricing](https://www.therapynotes.com/pricing/)
    - [Blog](https://blog.therapynotes.com/)
    - [Help Center](https://support.therapynotes.com)
    - [For Education](https://www.therapynotes.com/education/)
    - [Find a Therapist](https://www.therapysearch.com)
  
  ---
- ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuFeatures@2x.png?noresize&width=25&height=25&name=MobileMenuFeatures@2x.png)Features
  
  Practice Management
  
    - [Billing](https://www.therapynotes.com/features/billing/)
    - [Scheduling](https://www.therapynotes.com/features/scheduling/)
    - [Messaging](https://www.therapynotes.com/features/securemessaging/)
    - [Payments](https://www.therapynotes.com/features/payment-processing/)

  Clinical Documentation
  
    - [Notes](https://www.therapynotes.com/features/notes/)
    - [TherapyFuel®](https://www.therapynotes.com/features/therapyfuel/)
    - [Outcome Measures](https://www.therapynotes.com/features/outcome-measures/)
    - [ePrescribe](https://www.therapynotes.com/features/eprescribe/)

  Client Engagement
  
    - [TherapyPortal™](https://www.therapynotes.com/features/client-portal/)
    - [Telehealth](https://www.therapynotes.com/features/telehealth/)
    - [TherapySearch™](https://www.therapysearch.com/clinicians)

  Additional Resources
  
    - [Mobile App](https://www.therapynotes.com/features/therapynotes-mobile/)
    - [Support](https://www.therapynotes.com/features/support/)
    - [Security](https://www.therapynotes.com/features/security/)

  ---
- ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuAbout@2x.png?noresize&width=25&height=25&name=MobileMenuAbout@2x.png)About
  
    - [Company](https://www.therapynotes.com/company/)
    - [Careers](https://www.therapynotes.com/careers/)
    - [Reviews](https://www.therapynotes.com/reviews/)
    - [Contact](https://www.therapynotes.com/contact/)
    - [Store](http://therapynotesshop.com/)
    - [Status](https://blog.therapynotes.com/status)

[![TherapyNotes Practice Management and EHR](https://blog.therapynotes.com/hubfs/images/primary/NavPartialLogo@2x.png?noresize)](https://www.therapynotes.com/)

- [Features](https://www.therapynotes.com/features/)
  
  Practice Management
  
    - [Billing](https://www.therapynotes.com/features/billing/)
    - [Scheduling](https://www.therapynotes.com/features/scheduling/)
    - [Messaging](https://www.therapynotes.com/features/securemessaging/)
    - [Payments](https://www.therapynotes.com/features/payment-processing/)

  Clinical Documentation
  
    - [Notes](https://www.therapynotes.com/features/notes/)
    - [TherapyFuel®](https://www.therapynotes.com/features/therapyfuel/)
    - [Outcome Measures](https://www.therapynotes.com/features/outcome-measures/)
    - [ePrescribe](https://www.therapynotes.com/features/eprescribe/)

  Client Engagement
  
    - [TherapyPortal™](https://www.therapynotes.com/features/client-portal/)
    - [Telehealth](https://www.therapynotes.com/features/telehealth/)
    - [TherapySearch™](https://www.therapysearch.com/clinicians)

  Additional Resources
  
    - [Mobile App](https://www.therapynotes.com/features/therapynotes-mobile/)
    - [Support](https://www.therapynotes.com/features/support/)
    - [Security](https://www.therapynotes.com/features/security/)
- [Pricing](https://www.therapynotes.com/pricing/)
- [Blog](https://blog.therapynotes.com/)
- [About](https://www.therapynotes.com/company/)
- [Contact](https://www.therapynotes.com/contact/)
- [![TherapyNotes](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuCall@2x.png?noresize&width=24&height=24&name=MobileMenuCall@2x.png)(215) 658-4550](tel:+12156584550)
- [Try Free](https://www.therapynotes.com/about/signup/)
  
  [Log In](https://www.therapynotes.com/app/login/)

[![TherapyNotes Practice Management and EHR](https://blog.therapynotes.com/hubfs/images/primary/NavLogo@2x.png?noresize)](https://www.therapynotes.com/)

- [Features](https://www.therapynotes.com/features/)
  
  Practice Management
  
    - [Billing](https://www.therapynotes.com/features/billing/)
    - [Scheduling](https://www.therapynotes.com/features/scheduling/)
    - [Messaging](https://www.therapynotes.com/features/securemessaging/)
    - [Payments](https://www.therapynotes.com/features/payment-processing/)

  Clinical Documentation
  
    - [Notes](https://www.therapynotes.com/features/notes/)
    - [TherapyFuel®](https://www.therapynotes.com/features/therapyfuel/)
    - [Outcome Measures](https://www.therapynotes.com/features/outcome-measures/)
    - [ePrescribe](https://www.therapynotes.com/features/eprescribe/)

  Client Engagement
  
    - [TherapyPortal™](https://www.therapynotes.com/features/client-portal/)
    - [Telehealth](https://www.therapynotes.com/features/telehealth/)
    - [TherapySearch™](https://www.therapysearch.com/clinicians)

  Additional Resources
  
    - [Mobile App](https://www.therapynotes.com/features/therapynotes-mobile/)
    - [Support](https://www.therapynotes.com/features/support/)
    - [Security](https://www.therapynotes.com/features/security/)
- [Pricing](https://www.therapynotes.com/pricing/)
- [Blog](https://blog.therapynotes.com/)
- [About](https://www.therapynotes.com/company/)
- [Contact](https://www.therapynotes.com/contact/)
- [![TherapyNotes](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuCall@2x.png?noresize&width=24&height=24&name=MobileMenuCall@2x.png)(215) 658-4550](tel:+12156584550)
- [Try Free](https://www.therapynotes.com/about/signup/)
  
  [Log In](https://www.therapynotes.com/app/login/)

Blog Post Topic Filter

Topic

Topic Select a topic to show

[All Topics](https://blog.therapynotes.com)

- [Software Updates (290)](https://blog.therapynotes.com/topic/software-updates)
- [Business Ownership (79)](https://blog.therapynotes.com/topic/business-ownership)
- [Group Practice (52)](https://blog.therapynotes.com/topic/group-practice)
- [Company News (47)](https://blog.therapynotes.com/topic/company-news)
- [Marketing (35)](https://blog.therapynotes.com/topic/marketing)
- [Medical Billing (17)](https://blog.therapynotes.com/topic/medical-billing)
- [Technology (10)](https://blog.therapynotes.com/topic/technology)
- [Documentation (7)](https://blog.therapynotes.com/topic/documentation)
- [Accounting (6)](https://blog.therapynotes.com/topic/accounting)
- [Networking (6)](https://blog.therapynotes.com/topic/networking)
- [Niche (6)](https://blog.therapynotes.com/topic/niche)
- [TherapySearch (4)](https://blog.therapynotes.com/topic/therapysearch)

Reading Appointment Reminders and Batch Statements ImprovedFind More Posts

# Appointment Reminders and Batch Statements Improved

##### By TherapyNotes®, LLC on May 30, 2014

![160906-sticker-features-150x150.png](https://blog.therapynotes.com/hubfs/images/blog/topics/160906-sticker-features-150x150.png?noresize)

In addition to a handful of bug fixes and general improvements, here are the highlights of today's update:

**Appointment Reminders for Contacts**

You can now send text, phone, and email reminders to patient contacts, such as spouses or parents, in addition to the reminder sent to patients. The fee per reminder applies.

Additionally, we are now sending appointment reminders if the time on the appointment changes after a reminder was already sent for the original time.

**Aging Report and Batch Statements Features Merged and Enhanced**

On the Billing page billers will notice a single an option for "Patient Aging Report & Batch Statements". The aging report now offers new feature to limit the report by clinician or minimum age. From this report you can then generate statements for just these patients.

**Easier Access to Billing Settings for Contact Notes**

While viewing a contact note there is now a link directly to the billing details. After you save a contact note, this link will be immediately available, if you indicate the contact was billable.

\* The content of this post is intended to serve as general advice and information. It is not to be taken as legal advice and may not account for all rules and regulations in every jurisdiction. For legal advice, please contact an attorney.

Share:

<https://www.facebook.com/sharer/sharer.php?u=https://blog.therapynotes.com/appointment-reminders-and-batch-statements-improved/> <https://twitter.com/home?status=Check%20out%20this%20great%20post%20from%20TherapyNotes:%20https://blog.therapynotes.com/appointment-reminders-and-batch-statements-improved/> <https://www.linkedin.com/shareArticle?mini=true&url=https://blog.therapynotes.com/appointment-reminders-and-batch-statements-improved&title=&summary=&source=TherapyNotes>

Previous Post:  
[Paper Claims, Completed Objectives, and More Improvements](https://blog.therapynotes.com/paper-claims-completed-objectives-and-more-improvements)

Next Post:  
[Staff Files and More Improvements to TherapyNotes](https://blog.therapynotes.com/staff-files-and-more-improvements-to-therapynotes)

##### Get more content like this, delivered right to your inbox. Subscribe to our newsletter.

## More Content You'll Enjoy

![](https://blog.therapynotes.com/hubfs/Whats%20New%20Images/blog%20images/whats-new/220907-outcomemeasures-1593x1327.png)

##### [What’s New: Secondary Billing Improvements & Enhanced Client Feedback Form](https://blog.therapynotes.com/whats-new-secondary-billing-improvements-enhanced-client-feedback-form)

This release introduces easier secondary insurance updates and enhances the Client...

![](https://blog.therapynotes.com/hubfs/Whats%20New%20Images/external/whats-new/2026%20Features/07ReFuel500x277.png)

##### [What’s New: TherapyFuel® ReFuel & ePrescribe Updates](https://blog.therapynotes.com/whats-new-therapyfuel-refuel-eprescribe-updates)

This release brings greater flexibility and clinical context to documentation in...

![](https://blog.therapynotes.com/hubfs/Whats%20New%20Images/blog%20images/whats-new/Reusable/200415-whatsnew-456-600x500.png)

##### [Maintenance Release 2026.07](https://blog.therapynotes.com/maintenance-release-2026.07)

As with all maintenance releases, TherapyNotes® 2026.07 includes numerous system-wide...

![Phone Icon](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/FooterPhoneIcon@2x.png?noresize&height=20&name=FooterPhoneIcon@2x.png) We're here for you every day of the week. [(215) 658-4550](tel:+12156584550)

What our customers are saying:“I just switched to TN five months ago. Customer service at TN is unmatched and my transition to them was easy. The cost is also awesome! Plus they are taking notes and making new improvements daily. Personally, I love it here!”By Deirdre on April 2, 2024

 Explore

[Pricing](https://www.therapynotes.com/pricing/)

[Blog](https://blog.therapynotes.com/)

[Help Center](https://support.therapynotes.com)

[For Education](https://www.therapynotes.com/education/)

 Practice Management

[Billing](https://www.therapynotes.com/features/billing/)

[Scheduling](https://www.therapynotes.com/features/scheduling/)

[Messaging](https://www.therapynotes.com/features/securemessaging/)

[Payments](https://www.therapynotes.com/features/credit-card-processing/)

 Clinical Documentation

[Notes](https://www.therapynotes.com/features/notes/)

[TherapyFuel®](https://www.therapynotes.com/features/therapyfuel/)

[Outcome Measures](https://www.therapynotes.com/features/outcome-measures/)

[ePrescribe](https://www.therapynotes.com/features/eprescribe/)

 Client Engagement

[TherapyPortal™](https://www.therapynotes.com/features/client-portal/)

[Telehealth](https://www.therapynotes.com/features/telehealth/)

[TherapySearch™](https://www.therapysearch.com/clinicians)

 Additional Resources

[Mobile App](https://www.therapynotes.com/features/therapynotes-mobile/)

[Support](https://www.therapynotes.com/features/support/)

[Security](https://www.therapynotes.com/features/security/)

 About

[Company](https://www.therapynotes.com/company/)

[Careers](https://www.therapynotes.com/careers/)

[Reviews](https://www.therapynotes.com/reviews/)

[Contact](https://www.therapynotes.com/contact/)

[Store](https://therapynotesshop.com/)

[Status](https://blog.therapynotes.com/status)

Highest Rated EHR

4.9 out of 5 stars | [2,755 Reviews](https://www.therapynotes.com/reviews/)

America’s Best Online Platforms

Newsweek and Statista 2025–2026

[![TherapyNotes logo](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/FooterLogo@2x.png?noresize&width=38&height=44&name=FooterLogo@2x.png)](https://www.therapynotes.com/)

 © TherapyNotes, LLC. All Rights Reserved.

[![California Consumer Privacy Act (CCPA) Opt-Out Icon](https://blog.therapynotes.com/hubfs/images/primary/CCPAprivacyoptions.svg) Your Privacy Choices](https://blog.therapynotes.com/data-subject-request) 

[Privacy Policy](https://www.therapynotes.com/legal/privacypolicy/) [Terms of Service](https://www.therapynotes.com/legal/usertermsofservice/) [Data Processing Addendum](https://www.therapynotes.com/legal/eucustomerdpa/)

 Cookie Settings

<https://www.facebook.com/therapynotes> <https://www.linkedin.com/company/therapynotes-llc/> <https://www.instagram.com/therapynotesllc/> <https://www.youtube.com/c/therapynotes> <https://www.tiktok.com/@therapynotesllc?> <https://www.threads.net/@therapynotesllc>

![Phone Icon](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/FooterPhoneIcon@2x.png?noresize&width=18&height=18&name=FooterPhoneIcon@2x.png) We're here for you every day of the week. [(215) 658-4550](tel:+12156584550)

What our customers are saying: “I just switched to TN five months ago. Customer service at TN is unmatched and my transition to them was easy. The cost is also awesome! Plus they are taking notes and making new improvements daily. Personally, I love it here!”  By Deirdre on April 2, 2024

![Trustpilot](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/FooterTrustpilotLogo@2x-1.png?noresize&width=96&height=24&name=FooterTrustpilotLogo@2x-1.png)

Highest Rated EHR 4.9 out of 5 | [2,755 Reviews](https://www.therapynotes.com/reviews/)

America’s Best Online Platforms

Newsweek and Statista 2025–2026

[![TherapyNotes logo](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/FooterLogo@2x.png?noresize&width=38&height=44&name=FooterLogo@2x.png)](https://www.therapynotes.com/)

 © TherapyNotes, LLC. All Rights Reserved.

[![California Consumer Privacy Act (CCPA) Opt-Out Icon](https://blog.therapynotes.com/hubfs/images/primary/CCPAprivacyoptions.svg) Your Privacy Choices](https://blog.therapynotes.com/data-subject-request) 

[Privacy Policy](https://www.therapynotes.com/legal/privacypolicy/) [Terms of Service](https://www.therapynotes.com/legal/usertermsofservice/) [Data Processing Addendum](https://www.therapynotes.com/legal/eucustomerdpa/)

 Cookie Settings

<https://www.facebook.com/therapynotes> <https://www.linkedin.com/company/therapynotes-llc/> <https://www.instagram.com/therapynotesllc/> <https://www.youtube.com/c/therapynotes> <https://www.tiktok.com/@therapynotesllc?> <https://www.threads.net/@therapynotesllc>