What's New 5.18: Updates to TherapyPortal and Billing Search

By TherapyNotes, LLC on October 19, 2023

As with all maintenance releases, TherapyNotes 5.18 includes numerous system-wide improvements including bug fixes, performance enhancements, and accessibility adjustments. TherapyNotes 5.18 also includes a few exciting new features that will be announced and enabled over the next few weeks. Below are the note-worthy improvements with today’s release.

Mobile Friendly Improvements

In this release we have further improved TherapyNotes for use on mobile devices, specifically for notes and the calendar. 


TherapyPortal Forms

Patients on mobile devices can now sign forms directly on the form page, without navigating to a separate screen. The signature panel will be visible on all screen sizes.

Form Signatures


TherapyPortal Scheduling

The Request Appointment page has been updated to display the practice's time zone. Additionally, the Request Appointment form has added a Preferred Name field for prospective patients submitting a request. 

Request Appointment


Billing Search with Secondary Payers

A column for "Secondary Payer" has been added to the Billing Transaction Search so users can view  secondary payer information in addition to primary payer information for patients that have both in billing settings. We are continuing to work on secondary insurance support.

Billing Search


* 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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