Various Updates to Enjoy!

Notes and Patients

• The Patient Presentation section of Progress Notes goes away if the patient is marked as not present.
• We will display a warning if you try to download multiple notes and include Process Notes.
• Date of consent for patient contacts will turn red if over 1 year old.

Scheduling, Patient Portal, and Appointment Reminders

• We will now send appointment reminders to patients using a phone number that is local to your state or a nearby state when possible.
• When printing your calendar, we now honor your active calendar settings such as showing patient initials, hiding missed appointments, or displaying specific locations only.
• The "Set Calendar View" interface was improved for group practices, adding ability to easily deselect all clinicians.
• We streamlined the interface for approving appointment requests with a separate "Advanced Search".

Billing

• We added a convenient count of pending EDI claims displayed on the Billing page.
• Billing searches can now be filtered by location.

Professional Will

• The TherapyNotes Subscription settings page now includes instructions to upload a professional will, which is recommended for all practices!