What's New 4.62: Telehealth, Portal, and Billing Improvements

By TherapyNotes, LLC on October 27, 2020

TherapyNotes™ 4.62 includes the following notable enhancements to telehealth, TherapyPortal, and billing.


If your practice has TherapyNotes™ Telehealth enabled, users in your practice will now see a "Use TherapyNotes Telehealth" checkbox when creating or editing appointments. Both the clinician (in TherapyNotes™) and the patient (in TherapyPortal™) will now only be able to join a telehealth session if this checkbox is selected for the appointment. Clinicians or schedulers, please review your upcoming appointments and enable this checkbox as appropriate. If "Use TherapyNotes Telehealth" was not selected at the time of starting a telehealth session, simply select the checkbox and click the Save Changes button, then the buttons to join the session will appear for both you and your patient.

Please note: This checkbox should only be selected if you will be using TherapyNotes™ Telehealth and not an external telehealth solution. In the future, selecting "Use TherapyNotes Telehealth" will have additional effects to improve the telehealth experience, including appointment reminders tailored for telehealth sessions.


  • You can now share a file with a patient directly from the Library! Open any document in your Library, then select the "Share on Portal" button at the bottom of the document. A dialog will appear to select a patient as well as any other documents you may want to share with them.
  • The patient’s Portal tab now has the redesigned interface that we introduced in TherapyNotes™ 4.60 for Portal Requests. This means that you can more easily review and filter requests sent to a patient.
  • The "Upcoming Appointments" section on the client portal now includes the current appointment. Previously, this section did not include any appointments that had already started. This allows for a better experience for patients when either the clinician or the patient are running a little behind on starting a session.


  • Patient account numbers may now be printed on patient statements, if you have account numbers enabled in the Patient Records settings for your practice. Visit the Patient Billing settings page to enable printing account numbers on your statements. Please note: Generally, account numbers are not necessary, so we do not recommend enabling this feature unless you have a specific need for it.
  • When billing transactions are exported as a spreadsheet, the "Units" column now immediately follows the "Service Code" column in the spreadsheet to make it easier to see the number of units billed for each code.
  • Filtering the Revenue Report for refunds has been improved. Totals only display refunded amounts, and only refunded amounts are displayed when viewing "Payments Leading to this Revenue."

* 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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