What's New: Secondary Claim Validation & Updated Settings

By TherapyNotes, LLC on March 17, 2026

This release brings improvements to billing and settings in TherapyNotes®. With clearer secondary claim validation and updates to the Settings page, these enhancements help make everyday tasks faster and easier to manage. Here’s what’s new.


Enhanced Secondary Claim Validation

We’ve enhanced secondary claim validation to help you submit claims more accurately and with fewer delays. You’ll now see clearer blocking errors for critical issues, along with more informative warnings to flag important details before submission. Error and warning messages include direct links to the relevant area for review, making it faster and easier to resolve issues. These improvements help you catch problems earlier, reduce secondary claim rejections, and move through your billing workflow with greater confidence.

Submit Secondary Claim page shows claim error to resolve prior to submitting


Updated Settings Experience

The Settings page in TherapyNotes has been refreshed with a new look and feel. The available settings and their high-level categories remain the same, with an updated layout designed to make options easier to scan.

You’ll also see visual badges that indicate which features are enabled for your practice and highlight features that are not currently enabled, making it easier to see what’s active and what’s available at a glance.

The Settings page has an updated layout to make options easier to scan

* 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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