TherapyNotes 4.14: Billing Enhancements and More

Billing Enhancements

• Patient Statement now shows the date generated in the header.
• Post ERA Payment interface now includes the patient payment amount and patient balance.
• EDI Claim History now offers quick search links.
• Insurance payments for $0 can now be saved with transaction ID and date.
• Patient Aging Report enhanced to include patient's full name.
• A warning will be displayed when editing a billable item over 250 days old,instead of 90 days.
• In version 4.13, released 6/8, the Revenue Report was updated so that refunds were treated as negative revenue on the date in which the refund was posted. That introduced a bug in which a portion of the original payment was not being linked to the clinician and instead was counted as unassigned. (This fix already went live on 6/23.)

Other Enhancements

• History button has been added to the Termination Note Chief Complaint field, which shows values from previous Termination Notes and the Presenting Problem field from Intake Notes and Treatment Plans.
• To-Do items have been reworded for clarity.
• More intuitive user interface for assigning clinicians to patients.