--- title: Batch Claim Submission and More Improvements description: "TherapyNotes Software Update: Batch Claim Submission and More Improvements" 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) --- - 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[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 Batch Claim Submission and More ImprovementsFind More Posts # Batch Claim Submission and More Improvements ##### By TherapyNotes®, LLC on August 7, 2014 ![160906-sticker-features-150x150.png](https://blog.therapynotes.com/hubfs/images/blog/topics/160906-sticker-features-150x150.png?noresize) **Billing Enhancements** - **Batch EDI Claims Processing:** The highlight of this version is the ability to submit all pending claims at once with just a couple clicks! Large practices will especially save a lot of time with this great new feature. - **Send Amended or Voided Claims:** You'll find these new options in the new page for submitting claims. - **Comments for Claims:** Easily add your own comments to claims that you have submitted, from the EDI Claim History page. - **ERA Status Tracking:** TherapyNotes can now help you keep track of which ERA's you have processed. ERA's in the ERA report will be listed as "NEW" and they have a "Mark as Processed" button which should be clicked once it has been entered into your billing. - The Patient Aging Report has many more date range options. - Some employee benefit cards were incorrectly being declined with our credit card feature. We have worked around the issue and specific cards should work correctly now. If you have problems with benefits cards please contact support. **Patients and Scheduling Updates** - **Patient Tooltips:** Point your arrow at a patient name just about anywhere in TherapyNotes for quick information about that patient such as their preferred contact information. - **Print Patient Schedule Summary:** On any patient's "To Do and Schedule" tab a new Print icon is available to print a list of all upcoming appointments scheduled for that patient. - The patient Excel export now has an insurance ID column. **Security Enhancements** - More of the staff member pages/tabs are now visible to users based on their access level. - We have improved the process for resetting lost passwords. - We have removed some capabilities for "Clinical Admins" which make more sense to only be available to "Practice Admins" including the ability to edit the TherapyNotes Subscription and certain practice settings. \* 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: Previous Post: [Staff Files and More Improvements to TherapyNotes](https://blog.therapynotes.com/staff-files-and-more-improvements-to-therapynotes) Next Post: [Custom Billing Settings Per Clinician and More](https://blog.therapynotes.com/custom-billing-settings-per-clinician-and-more) ##### 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 ![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. 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