What's New 4.66: Maintenance Release

By TherapyNotes, LLC on March 10, 2021
Illustrated hammer and nails

TherapyNotes™ 4.66 is a smaller release primarily focused on TherapyNotes™ Telehealth and TherapyPortal™ improvements. Meanwhile, we are gearing up to release several major features very soon!

Portal and Appointment Reminders

  • The “Patient Contacts Form” and the “Patient Information Form” have been renamed to “Client Contacts Form” and “Client Information Form.”
  • Completed portal forms can now be downloaded as PDF files by both the clinician in TherapyNotes™ and the client on TherapyPortal™. You may also include these completed forms when downloading multiple documents for a patient.
  • Customizing a portal form's settings is now recorded in your practice's activity log.
  • Appointment reminder emails now have a link to a page for more information about the appointment, even if your practice doesn’t use the patient portal.


  • Telehealth participants can now change their camera and microphone during a session. Simply click or tap the tab to open the control tray, and select the device you want to use from the Camera or Microphone dropdown.
  • TherapyNotes™ Telehealth will now remember your camera and microphone selections between sessions so that you don’t need to select them each time.


  • An architectural change was made that significantly improves performance for a number of Billing features, particularly when viewing a list of items such as billing transactions or claims that are ready to submit.


  • Weekly and Monthly views now more clearly identify the clinician for appointments and vacations by adding their initials when applicable.
  • Both the Week view’s header and the Agenda view’s left column were redesigned to be more concise and space-efficient.

* 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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