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TherapyNotes™ 4.35: Portal e-Signatures and Document Sharing

By TherapyNotes, LLC on April 1, 2018
TherapyNotes 4.35: Portal e-Signatures and Document Sharing

We're thrilled to release TherapyNotes™ 4.35 which adds portal e-signatures and document sharing as well as a number of other improvements.

Portal e-Signatures and Document Sharing: With our new e-signature and document sharing feature, you can share documents with your clients on your patient portal. For each document sent, you choose whether they should be signed with an electronic signature, or for them to simply review the document. For more information on this brand-new feature, read the blog post "Securely Share Documents and Request Signatures Through Your Client Portal."

Balance filter on Patient Aging Report: On Patient Aging Reports, we've added a new Balance filter. With this filter, you can hide zero or negative balances or display only balances greater than a specified minimum value on the report. 

TherapyPortal defaults to assigned clinician: When scheduling appointments on TherapyPortal, the clinician selection for the appointment now defaults to the portal user's assigned clinician.

Linked phone numbers: Telephone numbers, such as those for clients or staff, are now easier to tap to call from mobile devices.

Performance improvements: Numerous bug fixes and performance improvements have been implemented.

New around here? See this update in action.

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* 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.


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