---
title: Paper Claims, Completed Objectives, and More Improvements
description: "TherapyNotes Software Update: Paper Claims, Completed Objectives, 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)
  
  ---
- ![](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 Paper Claims, Completed Objectives, and More ImprovementsFind More Posts

# Paper Claims, Completed Objectives, and More Improvements

##### By TherapyNotes®, LLC on May 4, 2014

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

**Send Paper Claims to Any Insurance Provider**

We now offer a feature that enables you to electronically submit claims for any insurance provider that accepts paper claims. If we can not send claims electronically to a payer, you can use this feature, and the clearinghouse will automatically print and mail the claim for you. The price for this feature is 49 cents per claim. To use this feature add the address to the insurance provider’s settings, and change the billing method to TherapyNotes EDI.

**Smarter Display of Patient Initials**

If you are set to show only patient initials, TherapyNotes will use the first 2 letters of the first and last name. For example John Smith will appear as JoSm. This will look unusual at first but it will make it possible to distinguish between patients with the same initials. This same format will be used when syncing your calendar to your smart phone. Additionally, the calendar will be smarter about abbreviating names in calendar views when space is limited.

**Completed Objectives on Progress Notes**

"Completed" was added as a status selection when indicating the progress of an objective in progress notes. If selected, a to do item will automatically be created suggesting an updated treatment plan.

**Improved Scalability and Fault Tolerance**

We have installed a new system for taking care of various back end web infrastructure such as caching. What this means to you is a more reliable login system. If you set TherapyNotes to require you to enter your password after 75 minutes, it will now more reliably last until 75 minutes of inactivity before making you retype your password. In addition this new system will allow for multiple simultaneous web servers to run together (called a "web farm"), so that we can much more easily scale up and add more servers as needed. That also improves fault tolerance because it would not matter if any one web server failed.

**Credit Card Processing Improvements**

A number of change were made to improve the credit card setup process. if you have credit card processing enabled, you will now see a "Month End Billing" form on the Patient Credit Cards settings page that you should complete and send back to us. This will make sure that you get charged monthly for the minor credit card fees instead of on a daily basis, which is a nuisance when reconciling your bank statement.

Other minor improvements were made and a few bugs were fixed including a CMS printing issue, a note printing issue, a referring provider on claims issue, and a secondary claims issue with Medicare. With this update we also retired the ability to generate the old CMS form.

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

Previous Post:  
[Helpful Software Improvements and Credit Card Processing](https://blog.therapynotes.com/helpful-software-improvements-and-credit-card-processing)

Next Post:  
[We're Moving!](https://blog.therapynotes.com/were-moving)

##### 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>