--- title: TherapyNotes Billing Features Enhancements description: TherapyNotes Billing Features Enhancements 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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[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/) --- - 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[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/) - 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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 TherapyNotes Billing Features EnhancementsFind More Posts # TherapyNotes Billing Features Enhancements ##### By TherapyNotes®, LLC on November 30, 2011 ![160906-sticker-features-150x150.png](https://blog.therapynotes.com/hubfs/images/blog/topics/160906-sticker-features-150x150.png?noresize) In addition to numerous minor tweaks and fixes, today's update is a round of enhancements to the billing features of TherapyNotes. Here are the highlights: - Generate billing statements for all patients with an open balance in one step! - More filtering options when searching transactions - Added settings to enter an alternate practice address on billing documents - Added patient fields for secondary insurer name and payer ID - When entering an insurance payment for an appointment with no expected amount set, the applied amount will be assumed to be the full payment. \* 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: [Custom Note Titles, Billing Improvements, and More!](https://blog.therapynotes.com/custom-note-titles-billing-improvements-and-more) Next Post: [Color Coded Calendars and More!](https://blog.therapynotes.com/color-coded-calendars-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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