--- title: What's New 5.15: TherapyNotes® is Mobile-Friendly! Plus Billing and Scheduling Updates description: In this release, we have made the TherapyNotes® site mobile-friendly, added the ability to filter Billing Transactions by Portal Payments, and more!  image: https://blog.therapynotes.com/hubfs/images/blog/whats-new/180823-newrelease-440-780x500.png --- [![TherapyNotes Practice Management and EHR](https://blog.therapynotes.com/hubfs/images/primary/NavLogo@2x.png?noresize)](https://www.therapynotes.com/) - [Try Free](https://www.therapynotes.com/about/signup/) [Log In](https://www.therapynotes.com/app/login/) - - [![Call Us: (215) 658-4550](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuCall@2x.png?noresize&width=25&height=25&name=MobileMenuCall@2x.png)Call Us: (215) 658-4550](tel:+12156584550) - [![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuTrial@2x.png?noresize&width=25&height=25&name=MobileMenuTrial@2x.png)Start Your Free Trial](https://www.therapynotes.com/about/signup/) - [![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuDemo@2x.png?noresize&width=25&height=25&name=MobileMenuDemo@2x.png)Schedule a Demo](https://blog.therapynotes.com/schedule) --- - ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuExplore@2x.png?noresize&width=25&height=25&name=MobileMenuExplore@2x.png)Explore - [Pricing](https://www.therapynotes.com/pricing/) - [Blog](https://blog.therapynotes.com/) - [Help Center](https://support.therapynotes.com) - [For Education](https://www.therapynotes.com/education/) - [Find a Therapist](https://www.therapysearch.com) --- - ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuFeatures@2x.png?noresize&width=25&height=25&name=MobileMenuFeatures@2x.png)Features Practice Management - [Billing](https://www.therapynotes.com/features/billing/) - [Scheduling](https://www.therapynotes.com/features/scheduling/) - [Messaging](https://www.therapynotes.com/features/securemessaging/) - [Payments](https://www.therapynotes.com/features/payment-processing/) Clinical Documentation - [Notes](https://www.therapynotes.com/features/notes/) - [TherapyFuel®](https://www.therapynotes.com/features/therapyfuel/) - [Outcome Measures](https://www.therapynotes.com/features/outcome-measures/) - [ePrescribe](https://www.therapynotes.com/features/eprescribe/) Client Engagement - [TherapyPortal™](https://www.therapynotes.com/features/client-portal/) - [Telehealth](https://www.therapynotes.com/features/telehealth/) - [TherapySearch™](https://www.therapysearch.com/clinicians) Additional Resources - [Mobile App](https://www.therapynotes.com/features/therapynotes-mobile/) - [Support](https://www.therapynotes.com/features/support/) - [Security](https://www.therapynotes.com/features/security/) --- - ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuAbout@2x.png?noresize&width=25&height=25&name=MobileMenuAbout@2x.png)About - [Company](https://www.therapynotes.com/company/) - [Careers](https://www.therapynotes.com/careers/) - [Reviews](https://www.therapynotes.com/reviews/) - [Contact](https://www.therapynotes.com/contact/) - [Store](http://therapynotesshop.com/) - [Status](https://blog.therapynotes.com/status) [![TherapyNotes Practice Management and EHR](https://blog.therapynotes.com/hubfs/images/primary/NavPartialLogo@2x.png?noresize)](https://www.therapynotes.com/) - - [![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuTrial@2x.png?noresize&width=25&height=25&name=MobileMenuTrial@2x.png)Start Your Free Trial](https://www.therapynotes.com/about/signup/) - [![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuDemo@2x.png?noresize&width=25&height=25&name=MobileMenuDemo@2x.png)Schedule a Demo](https://blog.therapynotes.com/schedule) --- - ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuExplore@2x.png?noresize&width=25&height=25&name=MobileMenuExplore@2x.png)Explore - [Pricing](https://www.therapynotes.com/pricing/) - [Blog](https://blog.therapynotes.com/) - [Help Center](https://support.therapynotes.com) - [For Education](https://www.therapynotes.com/education/) - [Find a Therapist](https://www.therapysearch.com) --- - ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuFeatures@2x.png?noresize&width=25&height=25&name=MobileMenuFeatures@2x.png)Features Practice Management - [Billing](https://www.therapynotes.com/features/billing/) - [Scheduling](https://www.therapynotes.com/features/scheduling/) - [Messaging](https://www.therapynotes.com/features/securemessaging/) - [Payments](https://www.therapynotes.com/features/payment-processing/) Clinical Documentation - [Notes](https://www.therapynotes.com/features/notes/) - [TherapyFuel®](https://www.therapynotes.com/features/therapyfuel/) - [Outcome Measures](https://www.therapynotes.com/features/outcome-measures/) - [ePrescribe](https://www.therapynotes.com/features/eprescribe/) Client Engagement - [TherapyPortal™](https://www.therapynotes.com/features/client-portal/) - [Telehealth](https://www.therapynotes.com/features/telehealth/) - [TherapySearch™](https://www.therapysearch.com/clinicians) Additional Resources - [Mobile App](https://www.therapynotes.com/features/therapynotes-mobile/) - [Support](https://www.therapynotes.com/features/support/) - [Security](https://www.therapynotes.com/features/security/) --- - ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuAbout@2x.png?noresize&width=25&height=25&name=MobileMenuAbout@2x.png)About - [Company](https://www.therapynotes.com/company/) - [Careers](https://www.therapynotes.com/careers/) - [Reviews](https://www.therapynotes.com/reviews/) - [Contact](https://www.therapynotes.com/contact/) - [Store](http://therapynotesshop.com/) - [Status](https://blog.therapynotes.com/status) [![TherapyNotes Practice Management and EHR](https://blog.therapynotes.com/hubfs/images/primary/NavLogo@2x.png?noresize)](https://www.therapynotes.com/) - - [![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuTrial@2x.png?noresize&width=25&height=25&name=MobileMenuTrial@2x.png)Start Your Free Trial](https://www.therapynotes.com/about/signup/) - [![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuDemo@2x.png?noresize&width=25&height=25&name=MobileMenuDemo@2x.png)Schedule a Demo](https://blog.therapynotes.com/schedule) --- - ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuExplore@2x.png?noresize&width=25&height=25&name=MobileMenuExplore@2x.png)Explore - [Pricing](https://www.therapynotes.com/pricing/) - [Blog](https://blog.therapynotes.com/) - [Help Center](https://support.therapynotes.com) - [For Education](https://www.therapynotes.com/education/) - [Find a Therapist](https://www.therapysearch.com) --- - ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuFeatures@2x.png?noresize&width=25&height=25&name=MobileMenuFeatures@2x.png)Features Practice Management - [Billing](https://www.therapynotes.com/features/billing/) - [Scheduling](https://www.therapynotes.com/features/scheduling/) - [Messaging](https://www.therapynotes.com/features/securemessaging/) - [Payments](https://www.therapynotes.com/features/payment-processing/) Clinical Documentation - [Notes](https://www.therapynotes.com/features/notes/) - [TherapyFuel®](https://www.therapynotes.com/features/therapyfuel/) - [Outcome Measures](https://www.therapynotes.com/features/outcome-measures/) - [ePrescribe](https://www.therapynotes.com/features/eprescribe/) Client Engagement - [TherapyPortal™](https://www.therapynotes.com/features/client-portal/) - [Telehealth](https://www.therapynotes.com/features/telehealth/) - [TherapySearch™](https://www.therapysearch.com/clinicians) Additional Resources - [Mobile App](https://www.therapynotes.com/features/therapynotes-mobile/) - [Support](https://www.therapynotes.com/features/support/) - [Security](https://www.therapynotes.com/features/security/) --- - ![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuAbout@2x.png?noresize&width=25&height=25&name=MobileMenuAbout@2x.png)About - [Company](https://www.therapynotes.com/company/) - [Careers](https://www.therapynotes.com/careers/) - [Reviews](https://www.therapynotes.com/reviews/) - [Contact](https://www.therapynotes.com/contact/) - [Store](http://therapynotesshop.com/) - [Status](https://blog.therapynotes.com/status) [![TherapyNotes Practice Management and EHR](https://blog.therapynotes.com/hubfs/images/primary/NavPartialLogo@2x.png?noresize)](https://www.therapynotes.com/) - [Features](https://www.therapynotes.com/features/) Practice Management - [Billing](https://www.therapynotes.com/features/billing/) - [Scheduling](https://www.therapynotes.com/features/scheduling/) - [Messaging](https://www.therapynotes.com/features/securemessaging/) - [Payments](https://www.therapynotes.com/features/payment-processing/) Clinical Documentation - [Notes](https://www.therapynotes.com/features/notes/) - [TherapyFuel®](https://www.therapynotes.com/features/therapyfuel/) - [Outcome Measures](https://www.therapynotes.com/features/outcome-measures/) - [ePrescribe](https://www.therapynotes.com/features/eprescribe/) Client Engagement - [TherapyPortal™](https://www.therapynotes.com/features/client-portal/) - [Telehealth](https://www.therapynotes.com/features/telehealth/) - [TherapySearch™](https://www.therapysearch.com/clinicians) Additional Resources - [Mobile App](https://www.therapynotes.com/features/therapynotes-mobile/) - [Support](https://www.therapynotes.com/features/support/) - [Security](https://www.therapynotes.com/features/security/) - [Pricing](https://www.therapynotes.com/pricing/) - [Blog](https://blog.therapynotes.com/) - [About](https://www.therapynotes.com/company/) - [Contact](https://www.therapynotes.com/contact/) - [![TherapyNotes](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuCall@2x.png?noresize&width=24&height=24&name=MobileMenuCall@2x.png)(215) 658-4550](tel:+12156584550) - [Try Free](https://www.therapynotes.com/about/signup/) [Log In](https://www.therapynotes.com/app/login/) [![TherapyNotes Practice Management and EHR](https://blog.therapynotes.com/hubfs/images/primary/NavLogo@2x.png?noresize)](https://www.therapynotes.com/) - [Features](https://www.therapynotes.com/features/) Practice Management - [Billing](https://www.therapynotes.com/features/billing/) - [Scheduling](https://www.therapynotes.com/features/scheduling/) - [Messaging](https://www.therapynotes.com/features/securemessaging/) - [Payments](https://www.therapynotes.com/features/payment-processing/) Clinical Documentation - [Notes](https://www.therapynotes.com/features/notes/) - [TherapyFuel®](https://www.therapynotes.com/features/therapyfuel/) - [Outcome Measures](https://www.therapynotes.com/features/outcome-measures/) - [ePrescribe](https://www.therapynotes.com/features/eprescribe/) Client Engagement - [TherapyPortal™](https://www.therapynotes.com/features/client-portal/) - [Telehealth](https://www.therapynotes.com/features/telehealth/) - [TherapySearch™](https://www.therapysearch.com/clinicians) Additional Resources - [Mobile App](https://www.therapynotes.com/features/therapynotes-mobile/) - [Support](https://www.therapynotes.com/features/support/) - [Security](https://www.therapynotes.com/features/security/) - [Pricing](https://www.therapynotes.com/pricing/) - [Blog](https://blog.therapynotes.com/) - [About](https://www.therapynotes.com/company/) - [Contact](https://www.therapynotes.com/contact/) - [![TherapyNotes](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuCall@2x.png?noresize&width=24&height=24&name=MobileMenuCall@2x.png)(215) 658-4550](tel:+12156584550) - [Try Free](https://www.therapynotes.com/about/signup/) [Log In](https://www.therapynotes.com/app/login/) Blog Post Topic Filter Topic Topic Select a topic to show [All Topics](https://blog.therapynotes.com) - [Software Updates (290)](https://blog.therapynotes.com/topic/software-updates) - [Business Ownership (79)](https://blog.therapynotes.com/topic/business-ownership) - [Group Practice (52)](https://blog.therapynotes.com/topic/group-practice) - [Company News (47)](https://blog.therapynotes.com/topic/company-news) - [Marketing (35)](https://blog.therapynotes.com/topic/marketing) - [Medical Billing (17)](https://blog.therapynotes.com/topic/medical-billing) - [Technology (10)](https://blog.therapynotes.com/topic/technology) - [Documentation (7)](https://blog.therapynotes.com/topic/documentation) - [Accounting (6)](https://blog.therapynotes.com/topic/accounting) - [Networking (6)](https://blog.therapynotes.com/topic/networking) - [Niche (6)](https://blog.therapynotes.com/topic/niche) - [TherapySearch (4)](https://blog.therapynotes.com/topic/therapysearch) Reading What's New 5.15: TherapyNotes® is Mobile-Friendly! Plus Billing and Scheduling UpdatesFind More Posts # What's New 5.15: TherapyNotes® is Mobile-Friendly! Plus Billing and Scheduling Updates ##### By TherapyNotes®, LLC on July 27, 2023 ![](https://blog.therapynotes.com/hubfs/images/blog/whats-new/180823-newrelease-440-780x500.png?noresize) We are excited to announce that TherapyNotes® is now optimized to provide a better user experience on mobile devices! You will now be able to more easily utilize TherapyNotes® from your phone’s web browser. We will continue to improve this experience with each release. #### **Scheduling** Practice-wide scheduled events, such as staff meetings, will now block patients from scheduling an appointment on the portal. All-day scheduled events, typically used for events such as birthdays, are an exception and will not block availability. We have updated formatting for times displayed throughout the site, changing the a/p format to AM/PM for easier readability.  #### **Additional Provider ID Field** TherapyNotes® has added a new field to comply with some payer requirements for additional ID numbers for electronic claims.  This new field, titled **Additional Provider ID** appears in the [Clinician Billing Setting Overrides](https://support.therapynotes.com/article/61-clinician-billing-setting-overrides) section when **Rendering Provider Type** is 'Person (Type 1)'. This field can also be used to enter a Medicaid ID as required by some BCBS payers, or with other payers who look for a legacy number to appear on the claim. ![Additional Provider ID](https://blog.therapynotes.com/hs-fs/hubfs/Additional%20Provider%20ID.png?width=742&height=454&name=Additional%20Provider%20ID.png) #### **Billing** Users are now able to filter Billing Transactions to show payments made by clients on the portal. ![Payments on Portal Filter](https://blog.therapynotes.com/hs-fs/hubfs/Payments%20on%20Portal%20Filter.png?width=881&height=274&name=Payments%20on%20Portal%20Filter.png) ![](https://confluence.pliner.com/download/attachments/251991656/Payments%20on%20Portal%20Filter.png?version=1&modificationDate=1689608309713&api=v2)The CMS-1500 form for the payer, TX Medicare Part B and Indian Health Services JR, will now have certain date fields reformatted to MM/DD/YY in line with the payers' requirements for accepting paper claims. The link 'Mark External Items' under the Billing page has been updated to say 'Mark External Claims' for better clarity.  \* 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. Share: Previous Post: [What's New: ACE and PHQ-A Outcome Measures](https://blog.therapynotes.com/whats-new-ace-and-phq-a-outcome-measures) Next Post: [What's New : Patient Statements and New Outcome Measures!](https://blog.therapynotes.com/whats-new-patient-statements-and-new-outcome-measures) ##### Get more content like this, delivered right to your inbox. Subscribe to our newsletter. ## More Content You'll Enjoy ![](https://blog.therapynotes.com/hubfs/Whats%20New%20Images/blog%20images/whats-new/220907-outcomemeasures-1593x1327.png) ##### [What’s New: Secondary Billing Improvements & Enhanced Client Feedback Form](https://blog.therapynotes.com/whats-new-secondary-billing-improvements-enhanced-client-feedback-form) This release introduces easier secondary insurance updates and enhances the Client... ![](https://blog.therapynotes.com/hubfs/Whats%20New%20Images/external/whats-new/2026%20Features/07ReFuel500x277.png) ##### [What’s New: TherapyFuel® ReFuel & ePrescribe Updates](https://blog.therapynotes.com/whats-new-therapyfuel-refuel-eprescribe-updates) This release brings greater flexibility and clinical context to documentation in... ![](https://blog.therapynotes.com/hubfs/Whats%20New%20Images/blog%20images/whats-new/Reusable/200415-whatsnew-456-600x500.png) ##### [Maintenance Release 2026.07](https://blog.therapynotes.com/maintenance-release-2026.07) As with all maintenance releases, TherapyNotes® 2026.07 includes numerous system-wide... ![Phone Icon](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/FooterPhoneIcon@2x.png?noresize&height=20&name=FooterPhoneIcon@2x.png) We're here for you every day of the week. [(215) 658-4550](tel:+12156584550) What our customers are saying:“I just switched to TN five months ago. Customer service at TN is unmatched and my transition to them was easy. The cost is also awesome! Plus they are taking notes and making new improvements daily. Personally, I love it here!”By Deirdre on April 2, 2024 Explore [Pricing](https://www.therapynotes.com/pricing/) [Blog](https://blog.therapynotes.com/) [Help Center](https://support.therapynotes.com) [For Education](https://www.therapynotes.com/education/) Practice Management [Billing](https://www.therapynotes.com/features/billing/) [Scheduling](https://www.therapynotes.com/features/scheduling/) [Messaging](https://www.therapynotes.com/features/securemessaging/) [Payments](https://www.therapynotes.com/features/credit-card-processing/) Clinical Documentation [Notes](https://www.therapynotes.com/features/notes/) [TherapyFuel®](https://www.therapynotes.com/features/therapyfuel/) [Outcome Measures](https://www.therapynotes.com/features/outcome-measures/) [ePrescribe](https://www.therapynotes.com/features/eprescribe/) Client Engagement [TherapyPortal™](https://www.therapynotes.com/features/client-portal/) [Telehealth](https://www.therapynotes.com/features/telehealth/) [TherapySearch™](https://www.therapysearch.com/clinicians) Additional Resources [Mobile App](https://www.therapynotes.com/features/therapynotes-mobile/) [Support](https://www.therapynotes.com/features/support/) [Security](https://www.therapynotes.com/features/security/) About [Company](https://www.therapynotes.com/company/) [Careers](https://www.therapynotes.com/careers/) [Reviews](https://www.therapynotes.com/reviews/) [Contact](https://www.therapynotes.com/contact/) [Store](https://therapynotesshop.com/) [Status](https://blog.therapynotes.com/status) Highest Rated EHR 4.9 out of 5 stars | [2,755 Reviews](https://www.therapynotes.com/reviews/) America’s Best Online Platforms Newsweek and Statista 2025–2026 [![TherapyNotes logo](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/FooterLogo@2x.png?noresize&width=38&height=44&name=FooterLogo@2x.png)](https://www.therapynotes.com/) © TherapyNotes, LLC. All Rights Reserved. [![California Consumer Privacy Act (CCPA) Opt-Out Icon](https://blog.therapynotes.com/hubfs/images/primary/CCPAprivacyoptions.svg) Your Privacy Choices](https://blog.therapynotes.com/data-subject-request) [Privacy Policy](https://www.therapynotes.com/legal/privacypolicy/) [Terms of Service](https://www.therapynotes.com/legal/usertermsofservice/) [Data Processing Addendum](https://www.therapynotes.com/legal/eucustomerdpa/) Cookie Settings ![Phone Icon](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/FooterPhoneIcon@2x.png?noresize&width=18&height=18&name=FooterPhoneIcon@2x.png) We're here for you every day of the week. [(215) 658-4550](tel:+12156584550) What our customers are saying: “I just switched to TN five months ago. Customer service at TN is unmatched and my transition to them was easy. The cost is also awesome! Plus they are taking notes and making new improvements daily. Personally, I love it here!” By Deirdre on April 2, 2024 ![Trustpilot](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/FooterTrustpilotLogo@2x-1.png?noresize&width=96&height=24&name=FooterTrustpilotLogo@2x-1.png) Highest Rated EHR 4.9 out of 5 | [2,755 Reviews](https://www.therapynotes.com/reviews/) America’s Best Online Platforms Newsweek and Statista 2025–2026 [![TherapyNotes logo](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/FooterLogo@2x.png?noresize&width=38&height=44&name=FooterLogo@2x.png)](https://www.therapynotes.com/) © TherapyNotes, LLC. All Rights Reserved. [![California Consumer Privacy Act (CCPA) Opt-Out Icon](https://blog.therapynotes.com/hubfs/images/primary/CCPAprivacyoptions.svg) Your Privacy Choices](https://blog.therapynotes.com/data-subject-request) [Privacy Policy](https://www.therapynotes.com/legal/privacypolicy/) [Terms of Service](https://www.therapynotes.com/legal/usertermsofservice/) [Data Processing Addendum](https://www.therapynotes.com/legal/eucustomerdpa/) Cookie Settings