---
title: Numerous billing and other improvements
description: "TherapyNotes Software Update: Numerous billing and other 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)
  
  ---
- ![](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 Numerous billing and other improvementsFind More Posts

# Numerous billing and other improvements

##### By TherapyNotes®, LLC on August 19, 2013

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

We're excited about today's release. It includes a lot of billing improvements, the ability to delete notes under certain conditions, and various bug fixes and back end improvements.

**Notes**

- We have added the ability for users to delete patient notes, if one of these circumstances is true: 
    - If the note is in draft mode and the user has appropriate access (no change)
    - If the user is a practice admin, and is a clinical administrator or an assigned clinician for the patient

**Billing**

- Added ability to select a responsible party for patient billing, such as a parent. Selected contact's name will appear on patient statements. Make this selection from the patient's Billing Settings or Patient Information tabs.
- Added ability to enter a message to be printed on patient statements. Set a default message in the Patient Billing Settings page, and customize it when generating statements.
- After submitting a claim you will be taken back to the page listing other items ready for submission so it's faster to create multiple claims.
- Billing reports now show the amount insurance paid instead of how much they were billed if the rest was written off.
- The write-off report breakdown will now show the amount insurance paid instead of how much they were billed, and pointing your arrow at the insurance and patient amounts will give a total of charges, payments, and write-off amount.
- Appointment billing tab illustrates write-off amounts more clearly
- Clicking a dollar amount on the Insurance Aging Report will now list only open insurance items for the payer

**Scheduling**

- Updated user interface for creating practice-wide scheduled events to be less confusing

**Patients**

- Added indicator on Patient Information tab detailing appointment reminder warnings, such as if patient opted out of reminders or an email bounced.
- Added email icon next to patient contact email addresses

\* 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/numerous-billing-and-other-improvements/> <https://twitter.com/home?status=Check%20out%20this%20great%20post%20from%20TherapyNotes:%20https://blog.therapynotes.com/numerous-billing-and-other-improvements/> <https://www.linkedin.com/shareArticle?mini=true&url=https://blog.therapynotes.com/numerous-billing-and-other-improvements&title=&summary=&source=TherapyNotes>

Previous Post:  
[What's New: Patient Statement Improvements and More](https://blog.therapynotes.com/whats-new-patient-statement-improvements-and-more)

Next Post:  
[Follow TherapyNotes on our new Google+ page!](https://blog.therapynotes.com/follow-therapynotes-on-our-new-google-page)

##### 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>