--- title: "What's New: Patient Receipts and Client Insurance Form Updates" description: TherapyNotes' newest update welcomes the ability to generate patient receipts as well as new changes to the Client Insurance Form. image: https://blog.therapynotes.com/hubfs/images/blog/whats-new/200825-release-460-870x500.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: Patient Receipts and Client Insurance Form UpdatesFind More Posts # What's New: Patient Receipts and Client Insurance Form Updates ##### By TherapyNotes®, LLC on May 2, 2023 ![](https://blog.therapynotes.com/hubfs/images/blog/whats-new/200825-release-460-870x500.png?noresize) ### Patient Receipts An exciting new feature gives billers the ability to generate a receipt after processing a payment in TherapyNotes! When making a payment, or when viewing the payment details, you can click to “Download Receipt”. Once downloaded, they can be printed or mailed, or even uploaded and sent through the client portal. With this addition, patients can download their payment confirmation for credit card payments made on the portal, so they can use this as proof of payment. ### Client Insurance Form Updates The Client Insurance Form has been restructured to allow for the ability for clients to upload a copy of their insurance card via the portal when filling out the document. The capability to upload both the front and back of the card will be optional. If needed multiple policies with multiple images can be added, for example if there is a primary and secondary insurance card. Once completed, this will be saved to the patient's Documents tab for review.  ![ClientInsuranceUpload](https://blog.therapynotes.com/hs-fs/hubfs/ClientInsuranceUpload.png?width=465&height=489&name=ClientInsuranceUpload.png) Another improvement with the Client Insurance Form now includes the ability to merge the info on the form into patients' Billing Settings. Billers will be able to easily compare policy information the client has submitted on this form and update billing settings accordingly. You can choose what information will be saved when merging. If the client has submitted the form with images, they will be displayed on this page as well.  Once processed, the completed form will also be available to view in the patient's Documents. ![ClientInsuranceMerge](https://blog.therapynotes.com/hs-fs/hubfs/ClientInsuranceMerge.png?width=460&height=545&name=ClientInsuranceMerge.png) \* 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: [Impacts on Telehealth When the Public Health Emergency Ends](https://blog.therapynotes.com/impacts-on-telehealth-when-the-public-health-emergency-ends) Next Post: [What's New: Always Available Portal Forms](https://blog.therapynotes.com/whats-new-always-available-portal-forms) ##### 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