Past Release Notes: Pre-2023

Looking to find out what's new with the Therabill? You're in the right place! This page will keep you informed about our system enhancements. Please be advised that while we make every effort to ensure updates are released at the scheduled date, we occasionally experience unforeseen circumstances that may cause a delay. Don't worry, though—we'll continue to regularly update this page and provide ample communication for any changes. 

 

December 14, 2023 at 3:00PM PT

Defects Corrected

• Previously, the "Send back to Insurance Invoice area" button on a session was only available for 6 months after the Service Date. This has been updated to be available for a period of 1 year.
• On the Balance Aging Report, when Aging is set by Client or Responsible Party, a new column was added recently to display the date of the most recent client payment. However, it was displaying date information about insurance payments as well. This has since been corrected and only client payment information will be displayed in this column.

Added Additional Patient Responsibility (PR) Code Information
Uncover more information with your ERA submissions to better help patients with questions about their financial status and so you can have a detailed overview of specific financial activity! Now you can gain detailed perspectives Patient Responsibility (PR) code information in both the Activity Log and session interface in order to have a better understanding of patients' billing activity.

Updated Client List 
A new checkbox has been added so that your client list can now be limited to show only Self Pay clients. Secondary insurances will now display under the Primary insurance. And if the primary insurance is Self Pay, it will now display Self Pay.

Enhanced Authorization 
For electronic payers, when you preview a claim before generating the official claim, you can now see a preview of the authorization that should be attached to give better insight. Additionally, the buttons on the Authorization Watch section of the client's chart have been updated to more easily determine if the feature is on/off.

Added More Information to the Shield Icon
The "shield" icon, which can be seen on the Insurance Invoicing page and various payment posting pages, has been enhanced to show more information about the client's insurance. You are now able to see the Primary ID (Subscriber ID) of each insurance.

Created New Payment Method 
On the Batch Client and Batch Agency payment posting pages, EFT/ACH is now available to be selected as a Payment Method.

 

November 16, 2023 at 3:00PM PT

Defects Corrected

• More and more email providers are blocking emails sent with a spoofed From email address, which is how Therabill currently sends emails on a company's behalf. In order to ensure that all emails are received by clients/patients, we have updated how emails are sent. All emails will now be from "noreply@therabill.com" and will place the company's email address into the Reply-To field so that a patient/client can reply to the email and your company can receive the response. This affects emails such as Client Balance Statements, Intake requests, and emailed appointment reminders.
• After a recent release where the duplicate claim issue was fixed, it was found that there were still some cases of duplicate claims for different scenarios than what was originally reported. This has since been corrected.
• If an insurance requires a delayed reason code, it can be applied on the claim just prior to submitting the invoice. Previously, even though a delayed reason code was selected, it was not appearing in the EDI file. This has been corrected.

October 19, 2023 at 4:00PM PT

Defects Corrected

• An issue was found were Google Sync was off by one hour for Arizona clinics half of the year, so that the scheduled appointments were displaying incorrectly. This issue has been corrected.
• When downloading information in Therabill using the Documentation Backup, inactive clients were not included in the output. This has been corrected. 
• We have corrected the issue where the invoice for the Therabill member sometimes reflects incorrectly.

October 5, 2023 at 4:00PM PT

Defects Corrected

• The connection between the Therabill calendar via Google sync has been corrected. Users should now be able to sync the calendar with Google, which provides a one-way update from Therabill to the calendar. Review this DOCUMENT for details on how to perform the sync. 
  • Note: If you previously had synced your calendar, once receiving this update you will need to Disconnect then Reconnect.
  • 
• Payer ID SKMA0 (Medicaid Massachusetts) is now requiring DK for Ordering Physician instead of DN for Referring Physician. This update has been made and claims should no longer reject for this specific requirement.

September 7, 2023 at 4:00PM PT

Defects Corrected

• Previously, under the Things To Do section of the dashboard, clicking the HL7 Transmission Errors was not allowing certain provider issues to be reprocessed. This has been corrected.
• Some members were receiving EDI rejections for duplicate claim submissions, even though they only submitted them once in their account. This was caused by a issue with the file name, and has been corrected.

August 24, 2023 at 4:00PM PT

Defect Corrected

• When processing a credit card transaction, those patients with an apostrophe in their name had issues with the transaction. This has been corrected.

July 20, 2023 at 4:00PM PT

Defect Corrected

• In the past, the system allowed multiple providers to be assigned the same signature code. This caused errors during the cosigning of the note. We have modified this error to explain that only one provider can contain a signature code, and that updates should be made so that only one provide has that value. Additional updates will be made to this process in the future.
• We have had reports that recent client payments were not being reflected on the Client Ledger Statements. This issue has been corrected.

August 10, 2023 at 4:00PM PT

Defect Corrected

• The issue where the items displayed on the Activity Log snapshot report were reporting times in a different time zone has been corrected. Going forward, the times will be displayed correctly. The Transmission and Administrative reports also were corrected. The dates will now be printing in the user's local time zone.
• An issue was identified where the color set for a provider was not being saved and reflected on the Schedule for that provider. This issue has been corrected.

 

July 6, 2023 at 4:00PM PT

Defect Corrected

• Previously, there was an issue when PR-2 was recorded from posting an ERA that subsequent EDI/837 files were displaying PR-3 instead, thus causing rejections/denials from secondary and tertiary insurances. This has since been corrected and PR-2 codes will show correctly on EDI files.
• Some Members who have received very large amounts of EDI rejections experienced issues with loading the dashboard. Our team has addressed this issue and now the dashboard will be loading successfully.

REMINDER: Keeping Up To Date with Therabill Invoice 
If you are invoiced out of Therabill and you are greater than 14 days behind in paying your invoice, you will be locked out of your Therabill account until your account is paid in full. Click here for more details.

 

May 17, 2023 at 4:00PM PT

Defects Corrected

• Previously, when applying an unassigned payment on the Batch Client Payment screen, and applying a payment class, the payment class wasn't being saved. This has been corrected, and the payment class can now be seen when searching.
• Claims should only appear in the Unacknowledged Claims Alert when they have been unacknowledged after five days of submission. They had been displaying here earlier, but this has now been corrected.
• Previously, an error was generated when emailing a goal/documentation. This has been corrected, and the email now successfully sends. To ensure that this change in functionality is working properly, please clear your cache.

May 9, 2023 at 4:00PM PT

Defects Corrected

• For Standalone Members billed directly out of Therabill, invoices showed the incorrect license count although the amount invoiced was still correct. This has since been corrected and future invoices will reflect the actual license count that the account is being invoiced for.
• Previously, when the Address 2 line was entered on the Admin > Member Info page, it was not appearing on client statements. This has since been corrected and the entire address will be available.
• Previously, there was an issue on the "E-mails Sent" Snapshot Report that was causing the To Name and To Email fields to not always populate. This has since been corrected.
• Previously, there was an issue in which User Accounts with View permissions were able to make changes on various pages of Therabill. This has since been corrected. If your User Account has lost access to a page that you need Edit permissions for, please contact your Admin.
• The pricing plan box is now hidden on Integrated and Salesforce Managed Stand Alone accounts. Additionally, STAFF users will now be able to tell when an account is Reverse Integrated.
• Previously, some Members were encountering errors when trying to email Balance Statements to email addresses that were correctly attached to a client's chart. This has since been corrected.
• Previously, when the remittance advice was generated for an ERA, the modifier field did not display any modifiers. This has been corrected, and all modifiers (up to four) will now be displayed.
• When a client receives their Balance Statement via email, the link is now available for 15 days and can be opened multiple times. Previously, it was a one-time link that was only active for 5 days. 

April 11, 2023 at 4:00PM PT

Corrected Payments by Date Snapshot Report

Previously, when an insurance payment was added with the method of Credit, the Auth # was not appearing on the Payments by Date snapshot report. This has since been corrected. 

 

Corrected Fee Schedule Display

Previously, when a CPT Code is deleted from Admin > Defaults/Settings > Billing, when a change was made to the Fee Schedule, the deleted CPT Code would reappear and also display on the Fee Schedule. This has since been corrected and deleted CPT Codes will remain deleted from the Fee Schedule. 

 

Defect Corrected 

• Previously, on the Payments > Search Payments screen, the Only Show Payments "That are unassigned" filter was not actually filtering the results. This has since been corrected. 

• Previously, when on the Provider > Referring Providers page and looking at an individual provider's Referrals tab, the percentage of clients that have been referred by that provider was always showing 0%. This has since been corrected and the accurate percentage will be displayed, taking active and inactive clients into consideration. 

• Previously, when the Monthly AR Snapshot report was being filtered by Billing Address, the values were not displaying correctly. This has since been corrected and the values will be accurate when filtering the report by Billing Address. 

• Previously, on the Credit Card Transactions report, when a Client and/or Cardholder name was long, some of the columns on the right side would be cut off. This has since been corrected and the names will wrap to the next line to ensure all columns can be displayed. 

Corrected Calendar Date Field

Previously, there was an issue when documenting a session. When using a date field, sometimes the calendar would cause the rest of the note to disappear and also cut off the top portion of the window. This has since been corrected and date fields will no longer cause this issue. 

 

Corrected NTE Placement in EDI File 

For payers that use the DK qualifier for Ordering Physician, when a Corrected Claim was created, the NTE segment was being added to the wrong location on the EDI file, causing rejections. The placement has since been corrected and these Corrected Claims should no longer be rejected for the NTE segment. 

 

Updated Template Store

Previously, the Template Store was not updated to Worldpay for template purchases. This has since been corrected and Members can now successfully purchase new templates. 

 

Improved Email Accuracy when Sending Client Balance Statements

Previously, after a Client Balance Statement was created and the email box appeared, there was the ability to change the To and By Email fields which increased the chances that a statement could be inadvertently emailed to the wrong individual. This has since been locked down and the To field can only be the Client or Responsible Party related to that specific statement and the By Email field can only contain an email address attached to the Client or Responsible Party. This has also been implemented for the Ledger Statement and Copay Statement.

 

March 7, 2023 at 4:00PM PT

Defects Corrected

• Previously, if a Clinic Name or Address had a hyphen, it was being removed from EDI files and CMS-1500s. This has since been corrected and claims will reflect the address as it was listed in Therabill.
• Previously, there was an issue for Standalone Members that after adding a session/event to the calendar, it was reflected as an Open Time Slot. This has since been corrected and the correct information will be displayed.

February 9, 2023 at 4:00PM PT

Enhanced the COB Batch Ins & Batch Ins Payment Posting Pages to Prevent Timeouts

On the COB Batch Ins and Batch Ins payment posting pages, when a search is completed using the Insurance option, the results will now be paginated to ensure the page does not time out and payments can be posted successfully.

Added "Assigned Date" to the Backups Page
On the Admin > Backups page, "Assigned Date" is now an included data point for the Payments backup. Additionally, the CSV files that used to be generated will be housed in ZIP files to account for the large amount of data that may be requested.

February 2, 2023 at 4:00PM PT

Defects Corrected

• When creating PDFs for documentation, additional blank lines were being added that increased the page count. This has since been corrected and these blank lines have been removed and some line spacing has been reduced to keep the page count as low as possible. 

• Previously, if an electronic Corrected Claim was created for Unitedhealthcare Community Plan AZ, 999 rejections were received for the NTE segment. The NTE segment for these claims has been moved from Loop 2400 to Loop 2300 and this rejection should no longer occur . 

January 19, 2023 at 4:00PM PT

Added CVV Code Field Box
On the Client Balance Statement, when generated as an Invoice, there is now a box for the client to write in the CVV code for their credit card payment. As a reminder, this form should not be saved after processing. Please cross-shred or otherwise destroy this form to protect the privacy of your patients. It is against PCI standards to save this information. 

Defects Corrected

• Previously, the Middle Initial for client insurance cards was not being received from the WebPT EMR. This has since been corrected and the Middle Initial will now populate on insurance cards if it was entered in the WebPT EMR.
• There was an issue preventing Paid Text Reminders from being successfully sent to clients. This has since been corrected.
• Previously, when an adjustment was edited, the Payer name was removed thus affecting secondary/tertiary claim submissions and reporting. This has since been corrected and the Payer's name will no longer be removed. 

January 12, 2023 at 4:00PM PT

Updated the Electronic Claim Errors/EDI Rejections Page
In order to provide a better experience for Electronic Claim Errors/EDI Rejections, the page has been updated to provide clearer resolution steps and provide more data points about the rejected claim. Additionally, the original EDI file, and the CMS-1500 equivalent, will also be viewable from the rejection screen. Click here to learn more!

January 5, 2023 at 4:00PM PT

Defects Corrected

• There was an issue where CPT codes were able to be deleted from a Session when payments were attached. This has since been corrected and CPT codes with assigned payments will not be able to be deleted. Click here to learn more! 
• There was an issue when editing a custom report that would move the first Current Column data point back to the Available Columns side. This has since been corrected and Current Columns will never automatically be removed. Click here to learn more!
• Previously, when an update was made in the WebPT EMR on a payment that was already assigned to a session, and the Auth or Description fields were long, the edit pencil icon was unable to be clicked on the Payment Updates in WebPT Detected screen. Click here to learn more!

December 15, 2022 at 4:00PM PT

Defects Corrected

• Previously, there was an issue with goals not appearing on the PDF version of a client's documentation. This has since been corrected and the goals will correctly appear on the PDF. 

• Previously, some transactions were not showing up on the Credit Card Report although they were successful or denied. This has since been corrected and future transactions will appear on the report.

• Previously, there was an issue that allowed users to double-click the Process Transaction button when taking a client payment with a saved card on file. Now, the button will be disabled after the first click to prevent double-charging the card. Additionally, if a client was selected prior to taking a card payment, the client's name will now appear on the Credit Card Report. This will help in situations in which the cardholder's name was unable to be retrieved.

• Previously, some companies were getting an Organization Type error when adding a Worldpay device. This has since been corrected and devices can now be added.

• Previously, some companies were running into issues when trying to save a client's card on file for future payment transactions. Now, when an issue is encountered, the system will try three times to save the card. If it still fails, a message will be displayed stating that the card was not saved. 

• Payer ID 61101 (Humana Medicaid) is now requiring DK for Ordering Physician instead of DN for Referring Physician. This update has been made and claims should no longer reject for this specific requirement.

• Previously, when accessing the Credit Card Gateway from the Batch Client screen, the client's balance information and saved credit card were not displaying. This has since been corrected.

December 6, 2022 at 4:00PM PT

Defects Corrected

• Previously, the cardholder's name was not being retrieved when using a device to process a client payment. This has since been corrected. Due to the variety of card issuers, the cardholder's name may not be encoded on the card itself for swipe or contactless payments. Additionally, saving a card on file using the device will not store the cardholder's name for future transactions.

December 1, 2022 at 4:00PM PT

Defects Corrected

• Previously, the cardholder's name was not being retrieved when using a device to process a client payment. This has since been corrected. Due to the variety of card issuers, the cardholder's name may not be encoded on the card itself for swipe or contactless payments. Additionally, saving a card on file using the device will not store the cardholder's name for future transactions.

November 17, 2022 at 4:00PM PT

Defects Corrected

• There was an issue with the Write-Off Report where the Write-Off Date was incorrectly displaying the Date of Service instead. This has since been corrected and the correct date will now show. 

• Previously, the Activity Log would timeout when a large amount of records were trying to be displayed. This has since been enhanced and the Activity Log will load better and faster.

November 7, 2022 at 4:00PM PT

Defects Corrected

• The option to save a card on file was not active for payments collected through a Worldpay device. This has since been corrected and these cards can be saved on file for future transactions for that client.

• The option for clinics to run a duplicate payment when using a device is now available. This checkbox functions the same way as the Key In method.

• There was an issue saving a card on file from the Needs Payments screen in order to pay for the monthly Therabill fees for accounts that have had access restricted. This has since been corrected and credit cards added for recurring payments will be retained and automatically charged on a monthly basis.

• When on the Schedule tab on a patient's chart, the Facility address was not appearing when it was any location besides the Billing Address. This has since been corrected and the address will display.

• Previously, after a successful Therabill subscription payment was made, many companies were incorrectly receiving declined emails. This has since been corrected and decline emails will only be received in the case of a true declined payment.

October 20, 2022 at 4:00PM PT

Defect Corrected

• To make the Insurance Invoicing > Select Client list perform better, the results will not generate until a search is performed. Search Criteria should be used as often as possible to prevent trying to load too many results.

October 6, 2022 at 4:00PM PT

Integrated Payments from Worldpay
Worldpay is now available in Therabill to collect patient payments. For more information and to sign up, please see this article. For Members integrated with the WebPT EMR, it is suggested that Worldpay be set up in the EMR to allow for payment balancing between the EMR and Therabill.

Adjusted the Entered Date to Remain Fixed on Client Payments
Previously, when a client payment was assigned to a session, the Entered Date would change to the current date. This has since been corrected and the Entered Date will never change. Additionally, a new date field has been created named Assigned Date. This will populate with the date that the client payment was actually assigned to a session. The new Assigned Date data point can also be used in Custom Payment reports.

Service Facility Address on EDI Files
When submitting claims through Availity, several payers are starting to reject claims for the Service Facility being identical to the Billing Provider. Now, when the Service Facility (Loop 2310C, equivalent to Box 32) is identical to the Billing Provider (Loop 2010AA, equivalent to Box 33), it will no longer be included in the EDI/837 file in order to prevent these claim rejections.

October 1, 2022 at 4:00PM PT

2023 ICD-10 Updates

Our team has completed the 2023 ICD-10 changes - the new codes are effective starting October 1, 2022.

September 15, 2022 at 4:00PM PT

Defect Corrected

In order to ensure that Members do not get a loading error when using the Select Client option on the Insurance Invoicing page, the client list will now be paginated. To see additional clients, simply use the arrows or enter additional search criteria. During the original release of this feature, when using the Addendum Only filter, the client list was not condensing to reduce the number of pages. Now, all filters will correctly reduce the client list to as few pages as possible.

 

September 15, 2022 at 4:00PM PT

Upgrade for Members that Directly Invoice out of Therabill
For Members invoiced directly out of Therabill: We recently upgraded our payment system and need updated credit card information to continue using Therabill. Please log in and go to Admin > Member Info > Recurring Payment to update your credit card to ensure continued access to your account. Click here to learn more!

August 4, 2022 at 4:00PM PT

Defect Corrected

• Previously, Box 32b was unable to be edited on the 'PDF Form/Large File' CMS-1500 form. This has since been corrected and now every box is editable. This will specifically help support Members needing to bill AZDDD due to the payer's new claim submission/formatting requirements. Please reference the article for the new recommended process for submitting paper claims to AZDDD. For updated information on the new process for billing AZDDD, please see our Knowledge Base article.

July 21, 2022 at 4:00PM PT

New York Worker’s Compensation Board Enhancement

In order to support the new requirements for the NYWCB, we have partnered with our existing clearinghouse, Jopari, to generate and electronically submit XML files to the Board. Starting Monday, August 1, 2022 any Member that has already registered their NPI for XML through the New York State website will automatically have XMLs submitted for them. Those that have not yet registered will receive EDI Rejections until their registration is complete. Please see the New York Worker’s Compensation (NYWC) Board XML Setup section of this article for more information.

July 14, 2022 at 4:00PM PT

Added Case Name WebPT EMR to Therabill Integration
The case name in the WebPT EMR will now flow over as the case name in Therabill for new cases. Existing case names will be updated in Therabill if they are updated in the WebPT EMR. The case name will appear on the insurance billing screen as well as on the patient statement.

Defect Corrected

• Previously, there was an issue with the Supervised By feature between the WebPT EMR and Therabill. Finalized notes would show as successfully transmitted but would never show up in Therabill nor generate an HL7 Transmission Error. This has since been corrected and HL7s that cannot be successfully added into Therabill will create an error that can be worked.
  Note: We have attempted to resurface as many missing HL7s as possible. Please check Therabill's HL7 Transmission Errors before creating an addendum on a missing note. Also, if the session was added manually, any related HL7s can be ignored.

June 23, 2022 at 4:00PM PT

Defect Corrected:

• In order to ensure that Members do not get a loading error when using the Select Client option on the Insurance Invoicing page, the client list will now be paginated. To see additional clients, simply use the arrows or enter additional search criteria.

June 16, 2022 at 4:00PM PT

Updated Statement Sending Process
Previously, on the Filing > Client Filing > Statements page Members could manually enter/update the email address for a statement to be sent to when using the Tools icon. This has since been changed and statements can only be emailed using the email address on the Client chart or attached Responsible Party.

 

May 12, 2022 at 4:00PM PT

Updated CMS-1500s to Reflect Recent EDI File Changes
Recently, EDI files were updated to use DK for Ordering Physician and now our team has applied the same modification to CMS-1500s. These changes were applicable for only the following :

• Medicaid - Ohio (Payer ID: MCDOH)
• Arizona Complete Health (Payer ID: 68069)
• Medicaid Louisiana (Payer ID: SKLA0)
  

May 5, 2022 at 4:00PM PT

Updated Electronic Claim Error/ EDI Rejection Mapping

The Electronic Claim Error/EDI Rejection mapping has been updated and Members will be able to view the standard X12 Claim Status Code and description that is returned by the clearinghouse/payer on each rejection. Additionally, any free-text returned to the system will display indented underneath the Claim Status Code. Using this newly displayed information, the system will match to any existing Knowledge Base article that references the same Claim Status Code. Click here to learn more!

April 20, 2022 at 4:00PM PT

Added Ability for Therapy Assistants to Finalize Notes in WebPT EMR

If given the correct permissions, therapy assistants are able to finalize notes in the WebPT EMR when documenting once they have chosen a supervising therapist. Empowering therapy assistants with this new permission removes the need for supervising therapists to cosign notes and expedites the process for finalizing documents. To provide therapist assistants the needed permissions, , the following criteria must be met:

1. The clinic must be integrated with Therabill;
2. The Therapist Assistant Finalization Clinic Setting must be On (click here for instructions);
3. The Therapist Assistant Finalization Insurance Setting must be On (click here for instructions),
4. Each therapist assistant must have the Finish SOAP Notes user permission enabled (click here for instructions).

Click here to learn more.

March 24, 2022 at 4:00PM PT

Updated Electronic Claim Error/ EDI Rejection Mapping
The Electronic Claim Error/EDI Rejection mapping has been updated and Members will be able to view the standard X12 Claim Status Code and description that is returned by the clearinghouse/payer on each rejection. Additionally, any free-text returned to the system will display indented underneath the Claim Status Code. Using this newly displayed information, the system will match to any existing Knowledge Base article that references the same Claim Status Code.

 

Defect Corrected

• Previously, Due to limitations with free text reminders, if a clinic name exceeds 50 characters, it will be truncated to allow the full message to be received by the client.
• Previously, addendums were completed in the WebPT EMR and the session information was not always visible on the Addendum Added feature in the Things To Do section when searching with various date ranges. This would happen when a client had at least one unmapped insurance card. This issue has now been resolved and Members will now be able to view session information in the Addendum Added feature in the Things To Do section. Click here to learn more!

January 20, 2022 at 4:00 PM PT

Defects Corrected

Previously, the header on client balance statements was skewed and difficult to read accurately. This issue has now been resolved and billers will be able to read these headers clearly.

 

January 13, 2022 at 4:00 PM PT

Added DK Qualifier for Ordering Physician

Arizona Complete Health (Payer ID 68069) and Medicaid Louisiana (Payer ID SKLA0) have been updated to use the DK qualifier for Ordering Physician instead of the standard DN qualifier for Referring Physician.

Previously, when using the Batch Paper option on the Insurance Invoicing page, if sessions/procedures being invoiced were assigned to different Service Facilities, only one of the Service Facility sessions/procedures would be included in the batch and users would have to determine the missing 1500s and manually print them from the Filing > CMS-1500 page. This has since been corrected and all sessions/procedures selected for batching will be included in the batch PDF.

 

January 6, 2022 at 4:00 PM PT

CMS 2022: Updated Place Code 02 and 10 

Place Code 02 will now only apply to telehealth visits completed outside the patient’s home and Place Code 10 will apply to telehealth visits performed at a patient’s home. To ensure accurate and timely payments for telehealth visits, remember to check each individual payer’s requirements for determining the appropriate Place Code.

 

December 16, 2021 at 4:00 PM PT

Defects Corrected

Previously, after correcting EDI files to secondary / tertiary insurance to remove the AMT*EAT segment when a CAS*PR segment was not included; it was discovered that the SE segment at the end of the EDI files were not calculating the total 

Added 2022 CPT Codes

The following CPT Codes have been added and will be available starting January 1, 2022:

• 98975: Remote therapeutic monitoring
• 98976: Recording and transmission for
• 98977: Recording and transmission for
• 98980: Treatment and management services
• 98981: Treatment and management service

 

December 9, 2021 at 4:00 PM PT

Defects Corrected

• Previously, EDI files for Secondary and Tertiary Payers generated the AMT*EAF segment (remaining patient balance) at the Service Line level—even when there was not a remaining balance. This issue has been resolved and the AMT*EAF segment will only populate when there is also a CAS*PR segment on the Service Line.
• The Sender Code on EDI files has been updated for Payer ID FBM01 to ensure that electronic claims can be sent to the payer successfully.

November 18, 2021 at 4:00 PM PT

Added Payment Updates in WebPT Detected Alert: Payments updated in the WebPT EMR will now trigger a Payment Updates in WebPT Detected alert in Therabill. Click here to learn more about these alerts and click here to learn more about WebPT Integrated Data. 

Added WebPT EMR DOS

In order to help billers more easily see which DOS is applied to a payment, a new line has been added to the results table for unassigned client payments and the Edit Payment screen. The EMR DOS will now be displayed under the Payment Information column. And the EMR DOS field will be displayed on the Edit Payment screen (this field will be editable for all unassigned payments but will not be editable for assigned payments). Please note: This field will only be filled in automatically for payments that integrate from the WebPT EMR. 

Updated Coinsurance-Type Amounts: In order for claims to be processed correctly, the Coinsurance-Type amounts will be listed as PR2 instead of PR3 (Copay) on EDI files. 

Defects Corrected

• The Quick Add Session box will no longer appear randomly and prevent providers from using the schedule in the Provider Portal. 
• Previously, when sending a claim to a secondary insurance, the AMT*D segment on the EDI file at the claim level was not displaying the total amount paid by the previous payers for the included service lines. This has since been corrected.

November 4, 2021 at 4:00 PM PT

Defects Corrected

• Previously, the system was erroneously updating the session status to "patient cancelled" when their patients were selecting the "confirm" button in their appointment reminder email. This defect has been corrected and now when patients select the confirm button the session status will update to "patient confirmed".

October 21, 2021 at 4:00 PM PT

Defects Corrected

• When the primary payer does not provide a payment the EDI file will not contain a 0 which then causes the claim to be rejected. This has now been corrected and a 0 will display when the primary payer does not provide a payment.

October 14, 2021 at 4:00 PM PT

Secondary Insurances Rejecting Claims due to $0 Value in EDI Line CAS03: To reduce the amount of claim rejections, only the CAS*PR segment will appear on EDI files when the Patient Responsibility is greater than 0.00.

Defects Corrected

• Secondary claim submissions with a payment less than $1.00 is resulting in a rejection due to the leading zero. Now when a payment less than $1.00 is sent on an EDI file, it will be listed without the leading zero (.25).
•  UnitedHealthcare Community Plan AZ and Medicaid Ohio are requiring that the referring provider field (DN) be listed as DK for the ordering provider instead. This has been resolved.

September 30, 2021 at 4:00 PM PT

ICD-10 Updates: On October 1, 2021, changes to the ICD-10 Library will go into effect in Therabill. The updates contain 159 additions (14 of which are related to neck or back), 32 deletions (including M54.5 for low back pain), and 20 revisions. In order to support Members with these changes, an error message will appear when a therapist attempts to finalize the note if an invalid code is used. Invalid codes will either need to be replaced or removed from the note. Click here to learn more about the updates. 

September 2, 2021 at 4:00 PM PT

Enhanced Search Capabilities: The ability to search by date of birth has been added to the Client List page in order for users to more quickly search.

August 12, 2021 at 4:00 PM PT

Added Autosave to COB Batch Insurance: Members will now be prompted to save their information on the COB Batch Ins page before leaving the screen by selecting Yes or No. This auto-save functionality will save billers time if they log out or switch screens before work is saved.

Updated Batch Client Page 

The following updates were made to the Batch Client Page: 

• The Payment Info box on the Batch Client page was removed because it was no longer used.

• The Payment tabs have been renamed to the following: Single Pmts, Ins Pmts w/COB, Ins PMTs, Client Pmts, Agency Pmts.

• The table on the Payments tab was updated to provide more details about each service line. The Paid column was split into three Payment and Adjustments columns: Ins, Client, and Adj. 

Click here to learn more about entering and posting client payments to service lines with a balance. 

July 15, 2021 at 4:00 PM PT

Defects Corrected

Previously, the Client Batch Payment screen returned a frozen screen, error message, or spinning wheel when accessed through the Provider Portal. This issue has been resolved and the screen will load as intended.

June 3, 2021 at 4:00 PM PT

Added Place of Service 19

The Off Campus-Outpatient Hospital (19) Place of Service has been added to Therabill.

May 20, 2021 at 4:00 PM PT

Defects Corrected 

• We previously released a fix to the Balance Statement layout. However, the layout continued to appear incorrectly. This issue has been resolved and the  Balance Statement layout will appear correctly and fit into a #10 windowed envelope regardless of clinic name length.

May 13, 2021 at 9:00 PM PT

Defects Corrected

• Previously, clinics with longer names experienced an issue where the addresses on the balance statement didn't line up with the windows on a #10 dual window envelope. This issue has been resolved and the balance statement will now line up as intended.

May 6, 2021 at 4:00 PM PT

Added ICD 10 codes: The following ICD-10 codes have been added to Therabill:

• Z20.822 Contact with and (suspected) exposure to COVID-19

• Z11.52 Encounter for screening for COVID-19

• Z86.16 Personal history of COVID-19

• M35.81 Multisystem inflammatory syndrome (MIS)

• M35.89 Other specified systemic involvement of connective tissue

• J12.82 Pneumonia due to coronavirus disease 2019

April 15, 2021 at 4:00 PM PT

Added Account Balance Write-Off Feature: The highly requested Account Balance Write-Off feature is now available! Members can simply navigate to the Account Write-Off screen and write-off part or all of a patient's balance and assign it a write-off reason. They can also use this feature to remove a balance from their A/R or undo a write-off. 

Added Account Balance Write Off Report: The all-new Write-Off Balances report is now available in the Balance/AR section of the Snapshot Reports page. This report displays all clients that have provided a write-off in a selected date range. It can be especially useful to track balances that have been sent to collections or adjusted for financial hardship. 

Defects Corrected

• Previously, when a session was edited from the Schedule tab in the client’s chart, the page displayed without information. This issue has been resolved, and users can edit a session from the Schedule tab as intended. 

April 8, 2021 at 4:00 PM PT

Updated Coinsurance: The Other option has been renamed to Coins on the COB Batch Insurance screen. Additionally, COB_OTHER was updated to COB_COINSURANCE on the Activity Log in Snapshot Reports. This will allow billers to list a Patient Responsibility as a Coinsurance

April 1, 2021 at 9:00 PM PT 

Updated Coinsurance: In order for billers to list a Patient Responsibility as Coinsurance on the Single Session Screen, the Other option has been renamed to Coinsurance under the Patient Responsibility dropdown on the modal. To provide consistency across the entire screen the Payment History box was also updated from (COB: Other) to (COB: Coinsurance).

Defects Corrected

• Previously, Print Only insurance cards were not an option when a Member created a new insurance card or updated an existing card. This issue has been resolved and Print Only insurance cards now display as an option allowing no need to create an entirely new Insurance Company.

March 18, 2021 at 4:00 PM PT

Updated ERA Auto-Save: The EOBs/ERAs menu is now named ERAs and a new link named Reset to Default was added. The Reset to Default option will reset all ERA values to what they were when it was first loaded into the account.

Defects Corrected

• Previously, the Batch Client Payment model didn’t display the correct client information for new clients entered  in the Client Name field. Now, when the Refund button is clicked, the refund information on the bottom of the screen will correctly update.

March 11, 2021 at 6:00 PM PT

Defects Corrected 

• Previously, a long clinic name would overlap with the payment box on the Balance Statement. This issue has been resolved and clinic names will now wrap around the following line. 

March 4, 2021 at 4:00 PM PT

Removed Office Ally Payers from Reporting: We previously removed Office Ally payers from Therabill so that Members don’t accidentally submit claims to them and result in payment delays. Office Ally payers have now also been removed in Therabill reporting and will not affect historical records. 

February 18, 2021

Removed Office Ally Payers: Office Ally payers have been removed from Therabill so that Members don’t accidentally submit claims to them and result in payment delays.

Added Support Chat: Members can now chat with the Therabill Support team from within Therabill! Simply click on the chat icon in the top right corner for the chat box to display. Please note: The icon will only be available when there are agents online. The chat support is not available in the Provider Portal.

January 21, 2021

Added G-Codes: CMS has recently announced the deletion of G2010 and G2012 in the 2021 Annual Update to the Therapy Code List effective 1/1/2021. The following two new communication technology based service codes have replaced G2010 and G2012 and are available in the Therabill. These codes will count as visits towards the Medicare process note requirement. 

• G2250 (replaced G2010): Remote assessment of recorded video and/or images submitted by an established patient (e.g., store and forward), including interpretation with follow-up with the patient within 24 business hours
• G2251 (replaced G2012): Brief communication technology-based service, e.g. virtual check-in, by a qualified healthcare professional, 5-10 minutes of medical discussion.

Please note: PTs, OTs, and SLPs who billed for G2010 and G2012 for dates of service in 2021 can adjust accordingly and Chiropractic Members will still be able to bill for G2010 and G2012 and see these codes available in Therabill.

January 7, 2021

Defects Corrected

• Previously, the Insurance Company selected was not displayed on the Insurance Company field of ERAs if a Member closed the ERA screen before saving. This issue has been resolved and the Insurance Company selected will now save as intended.

January 5, 2021

Disabled Auto-Save on COB Batch Insurance Screen: The auto-save on COB Batch Insurance Screen has been temporarily disabled. Payment and session information entered on the COB Batch Insurance screen is no longer auto-saved and will need to be manually re-entered if a Member navigates away from the screen before completion. 

December 24, 2020

Defects Corrected

• Previously, some ERAs from payers didn’t populate or map into the Insurance Company field. This issue has been resolved so when a Member receives an ERA, the payer is mapped for all ERAs from that payer and the ability to remap ERAs will work as intended.
• Previously, Custom Fields wouldn’t populate correctly in the Custom Reports. This issue has been resolved and Custom Fields will populate correctly on the Custom Reports.

December 17, 2020

Added CPT Codes: The following new CPT codes have been added to Therabill so that billers can correctly bill for their services: 99072 (effective September 1, 2020), G2010, and G2012 (effective January 1, 2020).

November 19, 2020

Defects Corrected

• The Write Off column option on the Custom Schedule reports caused the report to produce zero results. In order to resolve this issue, the Write Off column option has been removed and the upcoming Account Balance Write-off report will be used to view all client write-offs.

November 5, 2020

Added Aging Filter for Invoice Tracking: In order for billers to be more efficient when sending statements, they can now filter by aging buckets. Click here to learn more about creating Batch Statements.

Release Note for October 15, 2020

Defects Corrected

• Previously, when Members synced their existing sessions with Google Calendar, the session would appear with an incorrect time zone. This issue has been resolved and the correct time zone will be displayed.

Release Note for October 8, 2020

Added Option to Auto-Save ERAs: Previously, a Member’s work was not saved if they navigated away from the ERA screen and came back. Now, Members have the option to auto-save ERAs as they’re posted by checking the checkbox to auto-save.

Defects Corrected

• Previously, issues occurred with the new Google Calendar API that prevented Members from initiating the sync of previously created sessions and the ability to inactive clients. This issue has been resolved and the new Google Calendar will function without issues. Click here to learn more about syncing patient schedules with Google Calendar.

Release Note for September 30, 2020

FY 2021 ICD-10 Updates: To ensure Members remain compliant and up to date on all the latest diagnosis codes, the mandatory ICD-10 updates (released by CMS every year) have been added, deleted, and updated. Click here to view the updates. These codes are effective as of Thursday, October 1, 2020.

Defects Corrected

• Previously, some HL7 files that imported into Therabill from the WebPT EMR timed out and unmapped insurances. This issue has been resolved and the HL7 files will properly import beginning October 1, 2020. 

 

Release Note for September 17, 2020

Defects Corrected

• Previously, sessions added in Therabill were not syncing with the Member’s Google Calendar. This issue has been resolved and Members can properly sync their patient schedule with Google Calendar. Click here to learn more.

Release Note for September 3, 2020

Added Filters to Client Balance Statements: In order for billers to be more efficient when sending statements, they can now filter patients by last name and if they have a credit balance. Click here to learn more about creating Batch Statements.

Release Note for July 16, 2020

Added ICD-10 COVID-19 Codes: The following ICD-10 codes for COVID-19 have been added to Therabill so that Members can select the appropriate diagnosis code for treatment and ensure reimbursement for services:

• U07.1 'virus identified' is assigned to a disease diagnosis of COVID-19 confirmed by laboratory testing.
• U07.2 'virus not identified' is assigned to a clinical or epidemiological diagnosis of COVID-19 where laboratory confirmation is inconclusive or not available.

Release Note for July 2, 2020

Batch Primary Paper Button and Screen: Previously, Members had to filter through claims, client by client, to print paper claims. Members are now able to print all paper claims in bulk for clients who have a primary print and mail only insurance card. Click here to learn more. 

Updated Balance Statement: The Balance Statement has been updated with a new look. Members can now customize the remit address and credit card options in the statement settings. Patients can also write in the amount that they would like to pay under Payment Amount. Additionally, Members can now age their charges from “First Invoice Date” in the balance statement setting (i.e., the date when the charge was printed on a balance statement), which will help them more easily identify delinquent patients. 

Added Edit Capabilities for Medicare Advanced Payment Program: Due to the Medicare Advanced Payment Program, Members are now able to edit dates and check numbers on ERAs to keep track of program funds. See screenshot of where the edit functionality has been placed below:

Release Note for June 18, 2020

Corrected Logout Issue: Previously, Members were involuntarily logged out of Therabill every afternoon at 3:00 PM PT and had to log back in. This issue has been resolved and Members should no longer be logged out. 

Release Note for June 11, 2020

Defects Corrected:

• Some Members were getting an error when clicking “View All" on the Insurance Card Mapping Tool. This issue has been resolved and Members are able to view the list of insurance companies and notes when clicking “View All.”
• Some Members were unable to download backups on the Backups Page. This issue has been corrected and a backup can now be downloaded by clicking Admin > Back-ups, and then clicking the “Backup” button next to the backup to be downloaded. Members will be notified in-app of this fix.

Release Note for May 21, 2020

Leading Zero Caused Rejections: Previously, Members were receiving claim rejections because the EDI file included a leading zero for dollar amounts less than $1.00. For example, fifty cents would reflect as $0.50. In order to avoid claim rejections because of this, we’ve removed the leading zero and fifty cents will look like $.50.

Release Note for May 14, 2020

Defects Corrected:

• Previously, an issue had been identified which prevented Members from logging into Therabill on a device with the latest Apple operating system (iOS 13.4.1). This issue has been resolved and Members should be able to login without any issues.

Release Note for April 16, 2020

Tricare Alert Removed: Thanks to a long-awaited final rule passed down from the Department of Defense, licensed or certified PTAs and OTAs will be recognized as TRICARE-authorized providers effective April 16, 2020. Because of this, Therabill will no longer display this warning when scheduling a patient who is insured through TRICARE.

 

Release Note for April 9, 2020

Defects Corrected:

• When an authorization flowed from the WebPT EMR to Therabill with a start date matching the client's date of service (DOS), Therabill didn’t register that an authorization was attached to a session when billing a claim. This has been corrected and Members can bill their claims with authorizations that have the same start date as the client's DOS.

 

Release Note for March 19, 2020

Added CPT Codes to Bill for e-Visits: In order to help our Members bill for e-visits, we have added three new codes into Therabill per recent regulatory changes: 

• G2061: Qualified non-physician healthcare professional online assessment and management, for an established patient, for up to seven days, cumulative time during the 7 days; 5–10 minutes
• G2062: Qualified non-physician healthcare professional online assessment and management service, for an established patient, for up to seven days, cumulative time during the 7 days; 11–20 minutes
• G2063: Qualified non-physician qualified healthcare professional assessment and management service, for an established patient, for up to seven days, cumulative time during the 7 days; 21 or more minutes

Please note that can only be used for e-visits (i.e., an established patient has reached out for exercise progression or is experiencing increased pain). More education will be available soon and shared in the app to our Members, while this blog article explains more about billing for telehealth for rehab therapists.

 

Release Note for March 5, 2020

Defects Corrected:

• Members were receiving rejections for AL Medicaid because the fourth position on the CRC line on the EDI file had a “Y” in the fourth position instead of “ST”. This has been corrected.

 

Release Note for February 20, 2020

Defects Corrected

• Members were unable to download backups on the Backups Page. This issue has been corrected and a backup can now be downloaded by clicking Admin > Back-ups, and then clicking the “Backup” button next to the backup to be downloaded. 

 

Release Note for January 16, 2020

Defects Corrected 

• When box 33 settings were edited, the EDI file included an extra REF line which caused rejections. This issue has been fixed to ensure the REF line is no longer included. 

 

Release Note for January 9, 2020

Single Sign On Reset: Single-Sign On (SSO) offers Members the ability to integrate their Therabill and WebPT accounts to easily switch to the Therabill application from the WebPT EMR. Now, WebPT EMR + Therabill Members who want to unlink their Therabill and WebPT EMR accounts can do so by using the SSO Reset Button in the WebPT EMR. SSO can be set up again with the same—or a different—Therabill account after this process is completed. Click here to learn more about SSO with Therabill. 

Defects Corrected

• Members were receiving rejections for AL Medicaid because the fourth position on the CRC line on the EDI file had a “Y” in the fourth position instead of “ST”. This has been corrected. 
• When box 33 settings were edited, the EDI file included an extra REF line which caused rejections. This issue has been fixed to ensure the REF line is no longer included.

 

Release Note for December 19, 2019

2020 CPT Code Updates: Effective January 1, 2020, the new CPT Codes will go live in Therabill. Retired codes will have a warning that they are no longer valid after 1/1/2020. You can view the new and retired codes here.

 

Release Note for December 5, 2019

Defects Corrected

• Some clinics were experiencing an error when clicking “View All” under the insurance card mapping tool. This has been corrected.

 

Release Note for October 24, 2019

Defects Corrected

• The Alabama Medicaid EPSDT indicator was not populating in the 11th position of the SV1 segment in loop 2400. This is now resolved.

 

Release Note for October 3, 2019

FY 2020 ICD-10 Updates: To ensure users remain compliant and up to date on all the latest diagnosis codes, the mandatory ICD-10 updates (released by CMS every year) have been added into the core areas of the EMR (i.e., patient chart, SOAP notes, and intake). You can find a list of the added codes here, the deleted codes here, and the replacement codes here. These new codes were effective as of Tuesday, October 1, 2019.

 

Release Note for August 22, 2019

Cook Children's Health Plan (CCHP1): Subscriber claim filing indicator code (Loop 2000B, SBR09) must equal 11 for payer CCHP1. This has been updated and claims can be resubmitted.

 

Release Note for August 8, 2019

DMERC EDI File: Claims submitted to Medicare DMERC payers were being rejected for Loop 2310B. This loop has been removed for these payers and claims can be resubmitted.

 

Release Note for July 18, 2019

Blue Cross/Blue Shield Plan Type Update: Blue Cross Blue Shield is now listed in the WebPT EMR as an acceptable plan type. This addition will save a lot of time and effort for those that currently have to make various edits to a client's insurance card before submitting claims. For more information, click here.

 

Release Note for July 11, 2019

Ordering Physician on EDI File for Medicare DMERC Payers: The ordering physician's information has been added to the EDI file to prevent rejections from Medicare Durable Medical Equipment Regional Carrier (DMERC) payers.

 

Release Note for July 3, 2019

Client Balance Statement - Visual Update: Users will notice a major visual update to Client Balance Statements. The updates include:

• Ability to indicate which credit cards your clinic accepts
• Ability to designate a Remit To address
• Display of CPT code descriptions
• Addition of page numbers

Also, statements are now saved within the patient's chart.

 

Release Note for June 20, 2019

Defects Corrected

• Medicare claims for clients with multiple primary insurance cards were rejected because the incorrect group number was populating in the EDI file. This is now resolved.

 

Release Note for June 6, 2019

Defects Corrected

• Members were experiencing an issue where clients excluded from batch billing were still appearing in the batch list as commas. This is now resolved.

 

Release Note for April 11, 2019

Bulk Claim Viewer: Users can now view and edit all service lines ready to be billed to insurance at once. The service lines can be viewed in client alphabetical order, DOS oldest to newest, or DOS newest to oldest. Navigate to Billing > Bill Insurance > View All. Click here for more information.

 

Release Note for April 4, 2019

Defects Corrected

• Some users experienced an issue where their Date of Service defaulted from newest to oldest. This issue has been resolved.

 

Release Note for March 14, 2019

Exclude a Client From Batch Statements: This feature gives your clinic the ability to prevent Client Balance Statements from being created for individuals that you designate. This is extremely useful if you have a client that has been sent to collections. Click here to learn more.

Defects Corrected

• Some users, even though they were integrated with WebPT, were unable to see the Insurance Card Mapping Tool. This issue has been resolved.

 

Release Note for March 7, 2019

Client Statement Custom Message: When creating a Client Balance Statement, you can now add a custom message that will appear on the statement. This is entered prior to clicking Print as Invoice. This is only available when printing a statement for a single client, not when printing a batch.

 

Release Note for February 21, 2019

Insurance Card Mapping Tool: The process of mapping insurance cards has been updated. Click here to learn more about this time-saving and error-reducing process.

 

Release Note for January 31, 2019

Rendering Provider Taxonomy PRV*PE Missing from EDI File: The rendering provider taxonomy code was not appearing on the EDI file as expected in some cases. It should now render as expected based on the billing NPI, rendering provider NPI, and advanced insurance settings. Click here to learn more about when the rendering provider taxonomy code should appear on the EDI file.

 

Release Note for January 10, 2019

Filing Statements in Patient Chart: Client Balance Statements can be accessed directly through the client's chart. To access the statements, navigate to Edit Client > Filing > Statements.

 

Release Note for January 3, 2019

Defects Corrected

• Clinics with a large number of CMS-1500s were experiencing issues when trying to use the CSV backup. This is resolved, and backups can be downloaded again.

 

Release Note for December 6, 2018

Password Security Update: We have updated password requirements to help keep your account more secure. This update does not affect your current password. For more information, please see: Password Security Update.

Defects Corrected

• Users will no longer have an issue entering payments from a session while in the provider portal.

 

Release Note for November 1, 2018

BAA Update: Therabill's Business Associate Agreement (BAA) has been updated. Navigate to the latest agreement by clicking Admin > Member Info, then look under Therabill Documents.

 

Release Note for October 17, 2018

EMR and Therabill SSO: Single Sign-On (SSO) allows users to access Therabill through the Billing button in the EMR, eliminating the need to sign into Therabill separately. When users click on the Billing button for the first time, they’ll be prompted to enter their WebPT and Therabill credentials to enable SSO. Please see this article for more information.

 

Release Note for October 4, 2018

CPT Auto-Ordering: You can now enable CPT auto-ordering, which will automatically order Expected Rates from highest to lowest. This will allow for maximum reimbursement from payers who use a cascaded payment model to determine reimbursement. To use this feature, you must fill out your Expected Rates Schedule and check the corresponding box to enable this feature. For more information, please see: CPT Auto-Ordering with Expected Rates.

Patient Balance in the EMR (WebPT Integrated Clinics): When checking in a patient in the WebPT EMR, their corresponding balance in Therabill will be shown. This balance is the patient's total finalized charges which exclude unassigned and pending insurance payments. For more information, please see the WebPT Community article: Patient Balance From Therabill.

 

Release Notes for September 13, 2018

Send Back to Insurance Invoice Area Button: A session can be sent back to the insurance invoice area by clicking the corresponding button on the Edit Session window. For more information, please see: Send To Insurance Invoice Area.

Credentialing Alerts: After an alert has been set up, a warning will be displayed when trying to submit an insurance claim for a provider that has been designated "Not Credentialed" with a specific payer. For more information, please see: Credentialing Alerts.

 

Release Notes for August 23, 2018

Tricare Alert: When creating a session for a patient with Tricare insurance, a warning will display as a reminder that services provided by an assistant therapist are non-covered services. A link to this article with more information and required waivers will also display.

 

Release Notes for August 9, 2018

Enhanced Idea Portal: At WebPT, we love hearing feedback, after all, it’s what drives our development. To provide a more robust feedback experience for Members, we’ve replaced the existing idea portal. Now, Members can submit, browse, comment, and vote on ideas. The idea portal can be accessed through the green light bulb icon in the upper-right corner of Therabill; or by clicking the help icon, then Contact Us, and select the Suggestions tab. Please do not enter PHI into the idea portal as ideas will be visible to other Therabill users.

 

Release Notes for August 2, 2018

Rendering Provider Taxonomy Added to All Electronic Submissions: Rendering provider taxonomy will now be added to all electronic submissions sent from Therabill. If a payer does not want this information, this feature can be turned off in the insurance settings. To access, navigate to: Billing > Insurance List > Info & Settings. Then, deselect the checkbox for: Loop 2310B - Segment PRV: Do not include the rendering provider taxonomy code (PRV segment) on EDI claims.

EDI File Will Only Include Custom Box 33B Information: EDI files will now only include the Custom Box 33B Information for an insurance’s taxonomy. The custom insurance info is set up under the insurance list. To access, navigate to: Billing > Insurance List > Info & Settings > Box 33 > Edit information. Then, add the Box 33 B value.

 

Release Notes for July 19, 2018

Defects Corrected

• After clicking the “Save and Edit” button on the Add/Edit provider screen, the form will no longer close; rather, it will remain open so the user can continue to edit it.

 

Release Notes for July 12, 2018

Send for Signature Links Only Allow Users to Access Signature Page Once: To increase security when emails to clients and referring providers are sent out of Therabill for a signature, the recipient will have one opportunity to access the signature page and provide a signature. The link will not be accessible more than once.

 

Release Notes for June 21, 2018

Resubmission Filter: A filter for resubmissions has been added on the insurance invoicing screen. Users can now filter for resubmissions only as well as exclude resubmissions from their search results.

Payment Update Actions in Activity Log: When a payment update has been ignored or applied by a user, it will be viewable in the Activity Log.

New Resubmission Icon on Insurance Invoicing Screen: On the Insurance Invoicing Screen, a new yellow icon will indicate if that line was a resubmission.

New DX Column on Insurance Invoicing Screen: On the Insurance Invoicing screen, users will now be able to see the DX Case Name in a column called DX Case.

 

Release Notes for May 17, 2018

Defects Corrected 

• When an authorization number is added to WebPT EMR with a trailing space, it does not map properly when the authorization is sent to Therabill; thus returning no match. This has been corrected to exclude trailing spaces when doing the match.

 

Release Notes for May 10, 2018

Denial Remark Code Updates: Denial remark codes 253 thru 295 and P1 thru P29 are now available for use. These codes communicate a reason for an adjustment that describes why a claim or service line was paid differently than it was billed.

Agency Payment History Report Updates: hhe Agency Payment History report has been updated to have all fields correctly populate on the report.

Defects Corrected

• Both Member-created insurances as well as global insurances (when named the same) will now appear on the insurance list. (Previously, if a Member-created insurance name was the same as a global insurance name, the global insurance would not appear in the insurance list.)
• When Members email a payment receipt from the Filing Cabinet to the client, it will now contain the correct URL for the receipt.
• Balance Statements will now correctly show or not-show the balance forward, based on the setting.
• When the patient balance is now under the insurance responsibility—and not the agency—the session will now show the insurance name.
• Once all of the addendums have been archived, the addendum alert will no longer display in the Things to Do area.
• Patients with an apostrophe in their name will now have ERA payments processed correctly.

 

Release Notes for April 5, 2018

New Taxonomy Codes: Taxonomy codes are attached to provider profiles in Therabill to identify the provider type and area of specialization. Two new taxonomy codes are now available in the add/edit provider screen:

• 106E00000X (Registered Behavioral Technicians)
• 106S00000X (Assistant Behavior Analyst)

This article describes how to add or edit a provider, which is where the taxonomy code is entered.

Defects Corrected

• The custom date range filter for Addendum Alerts has been corrected.
• Modifications were made to the Provider Code Summary snapshot report to show correct totals within the group.
• When filing attachments, the error message stating, “Do not use special characters in file name” has been removed; because special characters are allowed.
• The pay to address under Provider Groups has been modified to required a 9-digit zip code.
• While deselecting the autofill payment to sessions option when making a batch agency payment, an incorrect error message will no longer appear.
• After deleting an agency, that agency will no longer appear as the default on client records.

 

Release Notes for March 22, 2018

Defects Corrected

• Clicking on the “No Auths on File” box will now allow processing to continue normally without error.
• Payment balance will now be visible after viewing session information.
• The invalid pop-up box will no longer appear on the Box 33 settings for the insurance.
• If attempting to invoice a Date of Service line that does not contain a provider, an error message will now be displayed.
• Changes made to the Agency setting “Hide Unassigned Pmts” will now be saved.
• The Agency setting “Show NPI” will now be used correctly in processing.
• Filtering for batch agency payments has been corrected, and will do a refresh appropriately.
• The Agency Balance Statement has been modified so that it no longer truncates data.
• When a provider enters a simple note but does not finalize it, the clinic owner or admin can now successfully delete the note.

 

Release Notes for March 15, 2018

Defects Corrected

• The All/None option in Batch Invoicing now works correctly in Internet Explorer and Edge browsers.
• The N/A radio buttons on the Advanced tab of the Client card are now being saved.
• When users swipe a credit card, if it is an invalid swipe, a message will be issued so that the user can try swiping the card again.
• Report changes were made to the Agency Filing report so that the data appears correctly.
• Agency statements are now printing the second address line.
• The Faxes Sent snapshot report now issues a message when no faxes are found to display.