The THERAPIST Pro Version 2.5 History

This page lists the version history for The THERAPIST Pro starting with version 2.5.000. Version 2.5 was the initial release of The THERAPIST Pro, and corresponded to branching The THERAPIST for Windows into two products, The THERAPIST EZ and The THERAPIST Pro, both of which were released as version 2.5.

View changes in The THERAPIST for Windows 1.0
View changes in The THERAPIST for Windows 2.0
View changes in The THERAPIST EZ 2.5

You can jump to any release by clicking a link below.

2.5.000 2.5.001 2.5.002 2.5.003 2.5.004 2.5.005 2.5.006 2.5.007 2.5.008 2.5.009
2.5.010 2.5.011 2.5.012 2.5.013 2.5.014 2.5.015 2.5.016 2.5.017 2.5.018 2.5.019
2.5.020 2.5.021 2.5.022 2.5.023 2.5.024 2.5.025 2.5.026 2.5.027 2.5.028 2.5.029
2.5.030 2.5.031 2.5.032 2.5.033 2.5.034 2.5.035 2.5.036 2.5.037 2.5.038 2.5.039
2.5.040 2.5.041 2.5.042 2.5.043 2.5.044 2.5.045 2.5.046 2.5.047 2.5.048  

Click here to download the latest maintenance release.


Version 2.5.048 (11/14/2016) [Top]

Changes and New Features

Activation Files
Users can now generate their own activation file. This file is used to activate a secondary installation either on a network or a stand-alone computer.
Network Users
Removed the limit on the number of network users the program will allow to access the program at the same time.
Number of Practices
Removed the limit on the number of practices the program will allow.
Reports
Reports now have a footer at the bottom of the page to show the licensee’s name.
X12 5010 Claims
The version 5010 X12 claim generator and related 5010 options are now always enabled.

Version 2.5.047 (2/04/2016) [Top]

Problems Corrected

Form 1500 Box 21
The ICD indicator now correctly shows whether ICD-9 or ICD-10 diagnosis codes are used.
X12 Claim Diagnoses
Corrected the diagnosis code source indicator to show ABK and ABF for ICD-10 diagnosis codes.

Changes and New Features

Build Numbers
The program now sports build numbers. Builds are versions that are done between “Releases” in order to get changes and fixes out more quickly. They do not include changes in the ReadMe file of changes and we do not send out announcements of builds, only actual releases.

Version 2.5.046 (9/27/2015) [Top]

Changes and New Features

ICD-10 Support
Several changes, including some data file structure changes, were made to support the new ICD-10 diagnosis codes.

Problems Corrected

Importing Data from Aeris Basic
Services and adjustments were not being imported since Aeris Basic was upgraded to version 2.0.

Version 2.5.045 (6/16/2014) [Top]

Changes and New Features

Diagnosis Codes on CMS-1500 02-12
A new Carrier option for printed CMS-1500 (0212) claims and a corresponding option in the generator option for CMS-1500 print image electronic claims lets you remove the period from diagnosis codes in box 21.

Problems Corrected

Electronic CMS-1500 (02-12)
The claims were being generated with incorrect options and sometimes to the wrong claim file.
Electronic CMS-1500 (02-12) Diagnosis Codes
The claims were not generated using the selected date range and other setup options.
Electronic CMS-1500 (02-12) Date Qualifier Codes
The qualifier codes for boxes 14 and 15 were sometimes filled even when the dates were blank.
X12 5010A1 Electronic Claims
If the 2330 loop was generated, an error could occur if the AMT segment was generated.

Version 2.5.044 (3/29/2014) [Top]

Changes and New Features

CMS-1500 02-12Version
Added the new CMS-1500 02-12 for both printed and electronic claims. This form is enabled only for those who have purchased The THERAPIST Pro 3.0.
License Codes
Codes now use a more readable font.

Version 2.5.043 (1/18/2014) [Top]

Problems Corrected

Quick Payments
If a quick payment was added while adding a new service from the appointment scheduler, the associated income record might not have been created.
Authorization Expiration Report
Report would incorrectly select by date.

Changes and New Features

Program Security
The program files are now signed with a certificate proving that they came from Beaver Creek Software and were not altered.
CMS-1500
The Insured's name can now include a generation (Jr., Sr., etc.).

Version 2.5.042 (6/2/2013) [Top]

Problems Corrected

Insurance Carrier Claim Receiver
Selecting a claim receiver for an insurance carrier, whether done by selecting a receiver on the carrier update form or selecting a carrier from a list of carriers for a specific receiver, would not save the selection unless the carrier was previously set to generate electronic claims. Now, linking a carrier and receiver will set the carrier to bill electronically.
User-Modifiable Report: Payments by Carrier
This report was restructured to correct problems with incorrect totals.

Changes and New Features

Printed and Electronic Claims
Due to new CMS requirements, some claims must include a specific procedure code that accompany the actual procedure code. Previously, The THERAPIST would not generate a service on a claim if the Amount to Bill for insurance was zero. This filter criteria has been removed.
Printed HCFA-1500 (12-90)
Support for the old and obsolete printed HCFA-1500 form was removed.

Version 2.5.041 (3/6/2013) [Top]

Problems Corrected

CMS-1500 Patient Name
Added the patient's generation (Jr., Sr., etc.) to the patient name to both the printed and electronic claims.
Patient Aging Report
Corrected a problem where interest charges were not included in the patient and overall balance.
Reminder Call List Export File
Changed to correct exporting names that include a space character.
Reminder Call List Export
Corrected a problem that prevented running the external program after the export.
Recalculating Patient Balances
Corrected recalculating the aging balances.
Procedure Code Lookup on Services
Corrected a problem that when the user used the hot key to lookup a procedure code, the service fields dependent on the procedure code were not filled correctly.
Windows 7 Problem
Added a work-around for a Windows 7 problem that would lock up The THERAPIST if a user presses F10 or the Alt key by itself.
X12 5010 Electronic Claims 2010BA
Corrected to not generate 2010BA.N3 and N4 segments if the patient is not the subscriber.
X12 5010 Electronic Claims Lockup
Corrected a problem that would lock up the generator if there were more than 50 services in a claim.
X12 5010 Electronic Claims Separators
Added a message indicator should the new Repetition Separator delimiter character be found in data.

Changes and New Features

Patient Aging Report
Added a column and totals for interest charges.

Version 2.5.040 (8/29/2012) [Top]

Problems Corrected

4010 X12 Claims
The program would report an error when generate claims that included a service level Paperwork claim attachment.
5010 X12 Claims
Corrected filling 2310C.NM102 to the value "77" instead of the obsolete value of "FA".

Changes and New Features

Search for Check Number
Added service-level payment details to the report.
Export Reminder List
The export file structure was changed to include program information.

Version 2.5.039 (6/28/2012) [Top]

Problems Corrected

Appointment Calendar
Sometimes opening the calendar would crash the program.
X12 5010 Claims – 2010AB Loop
Corrected the logic used to generate the 2010AB loop.
X12 5010 Claims – 2310C Loop
The Facility information was sometimes not being included in the claim when it should.

Changes and New Features

Export Appointment Reminders
The THERAPIST will now export a file of patients and their contact information that can be uploaded to a service that makes reminder calls and sends text messages and emails.

Version 2.5.038 (2/28/2012) [Top]

Problems Corrected

Electronic Claim Receivers
A problem on the receiver options update form cause the selection of a generator to be incorrect in some cases.
CMS-1500
Corrected a problem that prevented box 24j printing up to 14 characters.
Update Installation
The update was changing the existing shortcuts.
Check Numbers
The program was saving some payments with no check number with check number 0.
4010 X12 Electronic Claims
Corrected a problem where setting the maximum number of services per claim to zero caused a lockup when generating claims.
5010 X12 Electronic Claims
Corrected a problem filling 2000A.PRV02 with the incorrect value. Also corrected a problem where a social security number is being filled in 2010BA.REF even when it is blank in the insurance record.
Importing Case Data from The THERAPIST EZ
Corrected a problem importing Case information that caused a duplicate key error. Also added importing the initial treatment date from the first contact date in the patient record.
Importing Responsible Party Data from The THERAPIST EZ
Several responsible party fields were not being filled.
Windows Opening Off Screen
Sometimes a window would open outside the limits of the screen, thus appearing to not be open. This would make it seem like the program had locked up.

Changes and New Features

Search for Check Number
A new feature that lets you search for a payment by check number was added to the Tools menu.

Version 2.5.037 (12/23/2011) [Top]

Problems Corrected

Initial Practice Source
The selections for the source of the initial practice were switched for restoring from an earlier version of The THERAPIST and importing from The THERAPIST EZ.
4010 Claims Generator
Corrected the formatting of the referring provider EIN to handle numbers that start with zero.
5010 Claims Generator
Numerous corrections to the generator to fix format problems.

Changes and New Features

CMS-1500 Printed Claims
Increased the number of characters that can print in box 24j from 11 to 14. When printing in a smaller font, these extra characters will fit in the box.

Version 2.5.036 (11/29/2011) [Top]

Problems Corrected

X12 Claim Viewer
Changed to correctly display multiple services.

Changes and New Features

Startup Wizard
The wizard now asks if the installation is a reinstallation (and some kind of backup data is available), a network installation where data exists on another network computer, or a first-time ever installation. Based on the user's selection, the appropriate action is taken.
5010 Claim Generator
A new claim generator for the 5010 version of X12 was added. This is being made available only to customers who purchase The THERAPIST Pro 3.0 or who have the Premier Support Agreement.

Version 2.5.035 (9/19/2011) [Top]

Problems Corrected

Responsible Party Amounts
The program was miscalculating the amounts for the patient and responsible parties when responsibility percents were entered for different parties.
Authorization Messages on Services
When adding a service, messages concerning closed or missing authorizations are now disabled for the secondary and tertiary insurance.
CMS-1500 Claim File Viewer
The viewer would fail to show claim files with only a single claim.
Jewish Holidays
Corrected a problem that miscalculated the jewish holidays for certain years.
Deleting Payments
The income report would sometimes continue to show income from payments that had been deleted.
Error Opening Recurring Events.
Corrected an error that could cause the program to crash when editng a recurring event.
X12 Advanced Options
The program was not setting the correct format for override fields.
X12 Electronic Claims
The seldom used K3 segment was not generated correctly.
Income Accounting Report
The program would sometimes incorrectly handle deleted payments on the report.
Multi-Processor Computers
The program should now be more stable on computers with multiple processors.

Changes and New Features

Electronic Claim File Names
The program can now handle claim file names up to 60 characters. Previously it was limited to 12.
Business Associate Agreement
Added a Help menu item for and a Windows start menu shortcut to the Business Associate Agreement.
Processor Binding
The program is now bound to a single processor on multi-processor computers.

Version 2.5.034 (8/30/2010) [Top]

Problems Corrected

Invalid Data Path
Primarily on network installations, if the data path is the root folder of the specified drive, the program could not access the data files.
Importing from The THERAPIST EZ
On initial startup, if the option was selected to import data from The THERAPIST EZ, nothing would happen.
Last Practice Not Saved
Under some circumstances, the program would not remember the last practice a user accessed and thus was unable to start that practice when the user logged in.
Viewing CMS-1500 Electronic Claim Files
The last claim in the file was not being displayed.
"Codes Not Current" Message
On Windows 7, the program would not stop warning that the codes were not current even when the user asked to not show that message again.
Appointment Screen: Provider Drop-List
The Provider drop list on the appointments entry screen would sometimes show inactive providers.

Changes and New Features

Import from Aeris Basic
The THERAPIST Pro can now import data from Aeris Basic.
Obsolete HCFA-1500 Electronic Claims
The older HCFA-1500 electronic claim generator was removed from the program.
Obsolete Printed HCFA-1500 Claims
The selection for the older HCFA-1500 claims is now disabled unless the Ctrl key is pressed when the process is started.

Version 2.5.033 (3/10/2010) [Top]

Problems Corrected

CMS-1500 Claims
On both printed and electronic version of the 1500 form, the name in box 9 was showing a comma when there was no "Other Insurance" name entered.
Recalculating Authorizations
When using the option to recalculate the authorization counts used, the program was using backwards logic to close ht authorization based on the expiration date.
Windows Version
The program was not detecting Windows 7 correctly.
Installation Date
The reported program installation date was incorrect.

Changes and New Features

Claim Aging Report
A new option allows the program to skip inactive patients.

Version 2.5.032 (12/28/2009) [Top]

Problems Corrected

Access Codes and Key Codes
Under some circumstances, the program wouldn't accept valid access and key codes.
Access Code Requested
On older installations, the program would begin asking for an access code.

Changes and New Features

Simple Statement User-Modified Reports
Corrections were made to the report to enhance band filtering.

Version 2.5.031 (12/7/2009) [Top]

Problems Corrected

Required Fields Black on Black at startup
Required fields on the startup wizard are displaying as black on black so the contents cannot be seen.
Patient Statements
Corrected a problem where finace charges could show up as credits.
X12 Insurnace Claims
Under some circumstances, the HI segment containing diagnosis codes was not generated.
Entering a"Denied EOB"
Corrected to update all Claim records for the selected payer and service rather than only one.
Entering Access Code from Administrator Utility
The screen was reporting the wrong Support ID.

Changes and New Features

Information Button on About The THERAPIST Screen
The Information button now opens the Support.exe program.
Services by Provider Report
Changed to group procedure codes with up to four modifier codes.
Add-On Modules
The Appointment Scheduler and Case Manager modules are now always enabled in the Sample practice.

Version 2.5.030 (7/23/2009) [Top]

Problems Corrected

User-Modifiable Reports List
The screen settings were not being saved.

Changes and New Features

Viewing CMS-1500 Electronic Claims
Using new configuration options, it is now possible to set the display font used when viewing CMS-1500 electronic claims.
Electronic Claim Submission Number
It is nopw possible to modify the submission number used in NSF and X12 electronic insurance claims. This is usually necessary only if a problem occurs and the number is reset or if you add a new claim receiver to the same payer or clearinghouse.
X12 Submission Number
A change was made to the formatting to avoid a possible blank space in the middle of the number.

Version 2.5.029 (4/24/2009) [Top]

Problems Corrected

Patient Copayment
Depending on the settings for responsible party responsibility, the patient copayment did not come across correctly when adding a new service.
Printed CMS-1500
The carrier option to blank box the referring provider's secondary ID in box 17a if the NPI is present in box 17b did not work.
Marking Services as Billed
In Windows Vista, when generating claims, either printed or electronic, marking claims as billed worked sporadically and sometimes not all.
Viewing CMS/HCFA Electronic Claim Files
A phantom "claim" showed up as the last claim with funky data. The problem was solely in the viewer, the junk claim did not exist in the claim file.

Version 2.5.028 (3/19/2009) [Top]

Problems Corrected

Plain Paper Claims
The footer section of the report was misaligned too far to the left.
Crash When Adding Services
Under certain circumstances, when adding a service, the program would sometimes crash and would leave a blank service on the patient's transaction list.

Version 2.5.027 (3/6/2009) [Top]

Problems Corrected

Tax ID on CMS-1500 and HCFA-1500 Printed Claims
Changed to fill box 25 with the new Provider-Carrier override fields when the provider's tax ID is overridden.
Referring Provider ID on CMS-1500 and HCFA-1500 Printed Claims
Changed to use the referring provider's Taxonomy code, if present, if no other is available.
Plain Paper Insurance Claims
The provider NPI on the service lines would not print.
Case Management Report
A problem in the Case Management Report caused some medication records to not print.
X12 Electronic Claims: COB
A problem in the generator prevented some COB records from appearing in the 2430 loop and allowed some that should not have appeared in that loop.
X12 Electronic Claims: 2310D Loop
The program now fills the Facililty ID and ID Qualifier in the REF segment of the 2310D loop when appropriate.
X12 Electronic Claims: Authorization Numbers
The THERAPIST now places a single authorization number rather than two in the 2300 loop. A more detailed reading the implementation guide implies that, while there can be 2 repeats of the authorization number, each repeat must have a different REF01 (G1 or 9F). The THERAPIST uses only G1 (prior authorization number) and not 9F (referral number).
View/Edit CMS-1500 Electronic Claims
The viewer would not open if there was only one claim form in the file.
NSF Electronic Claims
The program was putting the Initial Treatment date into EA0.07 rather than the Onset/Symptom Date or LMP Date as the specification indicates.
Service Deductible
The program was not filling in the amounts properly when instructed to move the deductible amount to the patient amount due.
Service No Shows and Cancellations
The THERAPIST was not calculating the correct payer fees when the practice was set to bill no-shows and cancellations at other than 100% of the full fee.
Patient Statements
Corrected a minor problem with aligning boxes and lines.
Appointment Scheduler Group Appointments
The program prevented selecting No Show as a status.
Help Tips
Several claim location help popups were corrected to reference the proper claim locations.

Changes and New Features

All Printed and Electronic Claims
A service will not be billed to the insurance payer if, on the service's Money tab, the Bill to Insurance amount for that payer is zero.
Offline Backup
The program now remembers you last selection on whether to include global data in the backup.
Label Files
Label files for statements, CMS-1500, and plain paper claims are now stored in separate files. Labels.tps is no longer used and was removed.

Version 2.5.026 (6/23/2008) [Top]

Problems Corrected

Login Security
Under certain circumstances, the program would not prevent a user from accessing a practice to which their access had been restricted.
Locked Records
Sometimes, the program would allow unauthorized users to view and/or edit locked case records and patient notes.
Service Authorization
If an authorization was attached to an existing service that previously had no authorization attached, the new authorization counts were not incremented from the service.
CMS-1500, Printed and Electronic
A referring provider’s taxonomy code would not print in box 17a even when it was the only secondary ID.
CMS-1500, Electronic
Corrected a problem that caused the SSN checkbox to be checked in box 25 even when using a SSN.

Changes and New Features

CMS-1500 Tax ID Numbers
Social security numbers and employer ID numbers that printed in boxes 17a and 25 were being formatted with blank spaces rather than hyphens. Both are now represented as unformatted nine-digit numbers.
CMS-1500 Box 17a
A new carrier option lets you blank box 17a, the referring provider’s secondary ID, if the NPI is printed in box 17b.
Provider-Carrier Overrides
The provider Tax ID override now allows overriding the entire Tax ID rather than only a extension.
Forcing Authorizations to Close
A new practice option lets you decide whether to automatically close authorizations when any of the limits are reached or exceeded. Previously, authorizations were always closed with the limits were reached or exceeded.
Group Therapy Appointments
Several corrections to setting status and assigning patients to an appointment.
Adding Patients to Therapy Groups
When a patient is added to a therapy group the program now automatically adds the patient to existing appointments for dates in the future for that group.
Locked Case Records
Fixed the security that didn’t correctly prevent other users from viewing case records.
X12 Electronic Claims
Two new options give more flexibililty on what secondary Provider IDs will appear in claims.

Version 2.5.025 (2/15/2008) [Top]

Problems Corrected

CMS-1500 Boxes 29, 32a, and 33a
Corrected the position of the Total Paid in box 29, the NPI in box 32a, and the NPI in box 33a.
X12 Claims
Added missing code to fill the 2010BA.DMG segment when the patient is NOT the subscriber.
Payroll Report
Corrected date fields that were clipping the dates.
Importing The THERAPIST EZ
A problem prevented importing data from The THERAPIST EZ.
Income and Payroll Reports
Results were showing income and payroll for the wrong dates because incorrect dates were stored in the data files. The problems in filling these dates was corrected and the data files are corrected when the practice is opened.
Adding Services for Group Appointments
When creating services based on group appointments, the program was not using the patient's attendance status to determine whether to create a service for that patient.
Day Sheet Report
The Ok button to print the report was disabled until a provider was actively selected or reselected.

Changes and New Features

Authorization Status Report
Made the report slightly narrower to accommodate printers that cannot print to a 0.25" right margin. The new right margin is 0.35"
Group Appointments
Clarified and changed the way appointment status is set for the appointment as a whole and for each member patient. You can now set a status for all active patients at once or individual patients and the status now includes Cancellation and No Show so that services with those attendance statuses will be created appropriately. Changes in patients' attendance status are now saved only if you save the appointments. Cancelling the appointment will cancel changes in individual patients' attendance status.
Therapy Groups
Adding a patient to a therapy group will cause the program to ask whether to add the new patient to existing group appointments for dates in future. Similarly, removing a patient from the group will cause the program to ask whether the patient should be removed from existing group appointments for dates in the future.

Version 2.5.024 (11/1/2007) [Top]

Problems Corrected

CMS-1500 and HCFA-1500 Form Alignment
The Left margins on the form alignment didn't work correctly.
Installation Programs
Several corrections to handle less-common situations.
Installing on Windows 95 and 98
Corrected installations to work properly on Windows 95 and 98.
Importing DOS Data
Corrected a problem importing data from The THERAPIST for DOS.

Changes and New Features

Added Provider Telephone Number for Claims
Area Code and Telephone Number fields were added to the Claim tab on the provider screen. This is in addition to the telephone number list and is used to populate the telephone number on the new CMS-1500 claim form.
X12 Claims
The message at the end of generating claims that shows the total number of claims generated now also shows the total claim dollar amount. The count and dollar total are also placed into the Windows clipboard so that they can be pasted into another program.

Version 2.5.023 (8/29/2007) [Top]

Problems Corrected

CMS-1500 Procedure Code Alignment
The procedure codes were printing too far to the right.
Patient and Insured Name Format on CMS-1500 Claims
The names in boxes 2, 4, and 9 now use the appropriate format from the official form specification.
CMS-1500 Days or Units
Corrected so that units less than 1.00 will be displayed correctly without rounding.
CMS-1500 and HCFA-1500 Box 31 Date
Corrected the conditions for applying the signature on file date that ignored the Signature on File check box and looked only for the presence or absence of a siagnature date.
Plain Paper Insurance Claims
When printing a claim for a single patient, only the selected insurance would print. "Other insurance" was blank.
CMS-1500 Electronic Claims
The program would generate claims for the incorrect date range or would not generate any claims.
Viewing X12 Electronic Claims
Corrected a problem that would give an error message about either a duplicate loop or a missing segment definition. The error prevented displaying the claim file.
X12 Electronic Claims
The generator was changed to ensure unique numbers for each claim batch in ISA13, IEA02, GS06, GE02, and BHT03. Previously, users with multiple practices would generate claim batches with numbers for one practice duplicating numbers for another.
Error on NSF Claims
A duplicate key error occurred after generating the claims when marking claims as billed.
Provider Payroll Report
Sometimes the column headers on the first page didn't match to or align with the data columns.
Deposit Slip Provider Summary Report
The report would not report all patients paid on a multi-patient payment.
Print Preview
Corrected the screen preview for some user-modifiable reports.
Recurring Appointments
Sometimes the program would miss creating some appointments.
Memorized Services
Some recently added service fields were not being memorized.
Corrected Message Log
Some fields in the message log were not being filled correctly.

Changes and New Features

Windows Vista Compatibility
Numerous changes to the program and to the installer were made to make The THERAPIST compatible with Windows Vista.
Service Billed to Insurance
Changed to make a service billable to insurance by default when the patient has insurance.
Date Format on Printed CMS-1500 Claims
Printed claims now use the carrier's date format settings for all dates except box 24 for which there is no flexibility due to the limited space for the service dates.
Plain Paper Insurance Claims
Plain paper claims now include the billing and rendering provider NPI numbers.
NSF Electronic Claims
The generator was updated to fill the NPI for billing providers, rendering providers, supervising physicians, referring physicians, and laboratories in the appropriate locations.
Importing Data from DOS
Corrected the import process so that it doesn't fail with folder names longer than 8 characters.
Message ID
A message ID number has been added to some warning and other message windows. This will make it easier for technical support to assist with problems.

Version 2.5.022 (5/22/2007) [Top]

Problems Corrected

Codes Module
The codes module installer would crash with a cryptic error message.
X12 Claims Provider NPI
The program would sometimes put in the wrong qualifier code in NM108.
X12 Claims Missing Provider ID
The provider ID was missing in 2010AB.NM109.
X12 Claims CRC Segment
Sometimes the 2400.CRC segment contained erroneous information.
Importing from The THERAPIST EZ
The import was not bringing in the new Provider and Service fields.
Program Startup
The THERAPIST now opens a little faster, especially on networks.

Changes and New Features

Electronic CMS-1500
The THERAPIST can now generate CMS-1500 print image claims in the new format. This is a new generator type so you will have to add a new Receiver and select the appropriate Carriers to bill using the new format.
Duplicate ID numbers on the CMS-1500
The specification for the new CMS-1500 indicates that if an ID is the same in box 24j and box 33, the box 24j ID should be left blank. Because the CMS-1500 specification is not a legal mandate, some payers require that the IDs in box 24j be printed even if they are the same as the corresponding IDs in box 33. A new Carrier option allows this for printed claims and a Generator Option for electronic claims.
CMS-1500 NPI Overrides
Some payers are requiring specific, non-standard NPIs in boxes 24j and 33a. You can now override these values for every provider-carrier comnbination.
CMS-1500 Reserved Box 19
On the new form, this field can be two lines and The THERAPIST now support both lines. They are set in the Patient's Insurance record.
CMS-1500 Provider Signature Date
For both the old and new CMS-1500 forms, printed and electronic, if the provider has Signature on file checked and a date entered, that date will be used for box 31 instead of the claim date.
EDI Access Number
Often used by payers as a software vendor number, this new field was added to the Generator Options for receivers using the X12 format. It appears in X12 claims in the 1000A loop, PER segment in your choice of the first, second, or third position.

Version 2.5.021 (2/13/2007) [Top]

Problems Corrected

Patient Aging Report
When selecting multiple providers to print, it only printed one provider.
Patient ID Numbers
If patients were being added on multiple workstations at the same time, they would have been assigned the same default patient ID.
Statement Aging
Services with outstanding balances and a due date in the future showed up as 120 or more days past due aging.
Creating Services from Appointments
When checking the box for a completed service while adding a new appointment, services were not added.
Appointment Scheduler Exclusions Dates
The schedule was not showing excluded dates as unavailable.

Changes and New Features

CMS-1500 Box 33 Provider IDs
New settings in the provider preferences let you set the NPI and secondary ID for box 33. This is in addition to the NPI and secondary ID information filled into boxes 24i and 24j. The secondary IDs for both locations can now be overridden for selected carriers.
CMS-1500 Service Supplemental Information
In accordance with the new specification, the supplemental information is now three fields. The first begins above box 24a and extends through box 24f and was expanded to 57 characters in length. Boxes 24g and 24h (Days or Units and EPSDT) each have their own supplemental information fields with code lookups.
CMS-1500 Specification Document
When in the setup screens for printing the CMS-1500, the Specification Document button will open the document for either the old or new form depending on which form is selected at the top of the screen.
Tax Rate
To accommodate a change in the tax rate in Hawaii, the rate will now accept three decimal places.

Version 2.5.020 (1/8/2006) [Top]

Problems Corrected

Accept Assignment
Corrected a problem that set carriers' Accept Assignment for CMS-1500 forms to No.

Changes and New Features

Codes Module
The Codes Module will now return to The THERAPIST after updating the codes.

Version 2.5.019 (12/22/2006) [Top]

Problems Corrected

NPI Validation
The routines that validated provider NPIs was incorrect so that it would not allow entering a valid NPI.
Plain Paper Insurance Claims
On batch claims, the carrier and subscriber information were blank.

Version 2.5.018 (12/1/2006) [Top]

Problems Corrected

Patient List
Corrected a problem added in 2.5.017 that prevented selecting the right side buttons using the Tab key.
Appointment Calendar
The available times were shown as extending one time slot later than they should. In other words, if a provider was set to be available from 8am to 11am, the calendar would show availability from 8am to 11:15am if the display is in 15 minute increments.
Payment Notes
Payment notes on the transactions list were sometimes being shown for the wrong payment.
Minimum Finance Charge
The program was calculating the minimum finance charge for each service rather than for the statement total.
Authorization Dollars Used
The number of authorized dollars used (paid) was not being accumulated when an insurance payment was made.
Payment Payer Name on Statements
Some payments were showing the wrong payer name.
Claim Aging Report
The report was assigning EOB Dates (and thus "Closing" claims) to claim records if any payment was received, even patient payments.
Identifying Pay-To Providers
In X12 electronic claims, the "Pay-to provider in electronic claims should be filled from the service provider" check box on the Remittance tab now correctly sets the provider name in the 2010AB.NM1 segment to the name of the service provider when checked. This loop and segment are generated only if the "Use separate remittance name…" check box is also checked. This has not changed.
Identifying Pay-To Providers
In X12 electronic claims, the "Pay-to provider in electronic claims should be filled from the service provider" check box on the Remittance tab now correctly sets the provider name in the 2010AB.NM1 segment to the name of the service provider when checked. This loop and segment are generated only if the "Use separate remittance name…" check box is also checked. This has not changed.
Too Many REF Segments Generated in 2010AB
Some times the program would generate too many REF segments.
X12 Claim Viewer
Some common claim file errors were not reported correctly.
Billing and Pay-To Providers The Same on X12 Claims
For certain combinations of settings, the program would generate a pay-to provider loop (2010AB) for the same entity as the billing provider loop (2010AA).
Claim Communications Program
The THERAPIST was not running the specified communications program after electronic claim files were generated.

Changes and New Features

New CMS-1500 Claim Form
The THERAPIST can now print to the new 08-05 version of the CMS-1500 form. This is a selection at the top of the printed claims setup screen for both single patient and batch mode.
New Fields to Support CMS-1500 Claim Form
Several new fields were added to the program to accommodate the new form. To Facilities (and the Carrier Facility overrides), added a new ID Qualifier code. The ID Qualifier code was also added to facility section of patient cases.
New NPI Fields
Added NPI fields to Providers and to the Practice. The NPI on the ID codes list for the Practice and Providers has gone away.
Hospice Employees
The program now support the 2400.CRC segment in X12 electronic insurance claims used to identify providers who are (or are not) hospice employees. A new setting in the provider record determines whether this segment is generated and how it is filled.
Tile Open Windows
New options were added to the Window menu to tile open screens.
Selecting a QuickBooks Account
Now all appropriate account types are shown and can be selected.

Version 2.5.017 (7/24/2006) [Top]

Problems Corrected

Problems Switching Practices
A problem that wouldn't allow another practice to be opened, usually with a "No Providers" message, was corrected.
Fractional Units on CMS-1500
When the settings for formatting the units is 2 or 3 characters and zero implied decimal places, the program will now print fractional units (such as 1.5) whenever possible.
Authorizations Linked to Services
The program was ignoring the authorization date when linking authorizations to services and an authorization that had an authorization date in the future could have linked to a service before it was authorized.
Authorization Expiration Report
The report was listing authorizations that did not meet the limitation criteria of the report and it was including inactive patients.
Duplicate StationIDKey in UserLogin
When logging into The THERAPIST multiple times on one server via terminal services, a duplicate key error occurred on the UserLogin file.
HCFA-1500 Claims
When billing a payer for taxes on a separate procedure code specified in the Carrier record, the program would lock up.
X12 Electronic Claims
Code AB in 2300.CLM11 was not being filled when the abuse indicator was checked in the Case record.
Patient Statements
The payer name for payments was sometimes showing the wrong payer.
Windows Remote Access
The program was modified to allow multiple users to access The THERAPIST via Remote Access Server or other mutli-user remote accessing schemes.

Changes and New Features

Selecting a Provider
On the patient list when viewing patients by provider and on the appointment scheduler, you can now press the letter of the first name to quickly jump to a provider. If more than one provider's first name starts with the same letter, hitting the letter key again will move to the next provider with a first name starting with that letter.
Patient Notes
Changed to start at the last note in date order.
Patient Statements
Added a new statement option to clear the provider's statement footer text.
Patient List by Provider Report
Under the Patients with Phone heading, a new report called "Patient by Provider by Name with Phone Numbers" was added.

Version 2.5.016 (6/13/2006) [Top]

Problems Corrected

Adding Adjustments While Applying Payments
If one or more service adjustments were added when applying a payment to a service, the balance was not calculated correctly.
Deleting a Payment
If a payment was deleted, sometimes the the balances on services that had been paid by the deleted payment were miscalculated.
Login Security
Plugged several holes in the login security that would have let users without the appropriate security to make changes.
Primary and Referring Physician NPI
The size of the NPI field was changed from 8 to the needed 10 characters for an actual NPI.
NSF Electronic Claims
Sometimes a patient would be included even though no services were being billed.
NSF Electronic Claim Authorization Numbers
The authorization number in DA0.14 was not being filled. Made it to put the authorization number in DA0.14 only for primary payers.

Changes and New Features

Provider NPI
The program will now make sure that any entry for a provider, outside physician, or facility is a valid ten-digit NPI.
Patient Statements
Changed to obtain the payment payer name from the name entered in the base payment.
Font Installation
Installing the Micre font is now optional. This is because some users do not have appropriate system rights to install this font. When not installed, the Micre font file will be placed in the program folder so that it can be installed by someone with appropriate security rights to do so.
Recalculating Patient Balances
Corrected the problem where the Cancel button didn't work.
X12 Electronic Claims
You can now force generation of the 2430 loop when the primary payer has paid. This fills SVD05 with the service units.

Version 2.5.015 (2/22/2006) [Top]

Problems Corrected

Patient Ledger
Ledger reports that included adjustments were reprinting the last transaction read rather than the adjustment.
X12 Electronic Claims
The program could have generated a 2430 loop for the payer being billed. The implementation guide specifies that this loop is only for "Other Payers" defined in the 2330B loop.
MDI Window Error
If the user who logged into the program when it is started had note alerts, the program would generate an error and not let the user into the program.
User Notes List
The notes on the list were showing two strange characters if there were line breaks entered into the note.
Statement Options
Removing the check on the appearance tab for " Use the upper portion of the statement as a remittance ticket" does not get saved so next time statements are run, it comes back as checked.

Changes and New Features

New X12 Claim Option
A new receiver option allows the program to generate a 2430 loop and SVD segment on secondary claims even if no claim adjustment reason codes have not been entered if the primary payer has paid or an EOB date was entered for the service.
X12 Electronic Claims
The program will now generate a new 2300 loop and its dependent loops when there are more than the allowed 50 services in the 2400 loop. Previously the claim generation was cancelled when there were more than the allowed 50 services in the 2400 loop.

Version 2.5.014 (12/30/2005) [Top]

Problems Corrected

Patient Ledger Report
Printing the report would lock up The THERAPIST.
Services by Patient Category Report
Report did not group services or total them correctly.
Selecting Data for Offline Backup
The practice IDs and last backup dates were wrong.
Error Recalculating Balances for All Patients
An error would occur when trying to recalculate balances for all patients.
CMS-1500 Electronic Claims
The Carrier option to force the service provider name and practice address to fill box 32 did not work on electronic claims.

Changes and New Features

Patient Statements
Payment adjustments now show as either Refund or Reverse.
Claim Aging Report
Printing this report is now faster.
New User Modifiable Reports
Reports under the Patients heading:
- Patient List by Provider
- One Patient #10 Envelope - Landscape
- One Patient #10 Envelope - Portrait

Version 2.5.013 (11/28/2005) [Top]

Problems Corrected

Patient Payments Setting EOB Date in the Service
Sometimes, patient payments could set the EOB date for insurance to the payment date.
Printed and Electronic Claims
This affected only Couple and Family patients on NSF, CMS-1500, and plain paper claims. When looking up the responsible party, which is the "patient" when the patient is a couple or family, the wrong responsible party record was retrieved.
Plain Paper Insurance Claims
The amount paid for a service was not including all selected payments.
Insurance Claims for Couple and Family Patients
The patient information was not being obtained from the selected responsible party as it should.
X12 Generator Options
Corrected the Usage Indicator selection so that, when changed from Test to Production, it now sets the Transmission Type field to "004010X098A1" rather than the older version, "004010X098".
X12 Fields Being Filled
Corrected the claim format so that the name fields of 2330E.NM102 and 2330H.NM102 are no filled as per the X12 Implementation Guide Addendum 1.
X12 2420A Loop
In certain circumstances, the rendering provider ID could have been pulled from the wrong provider.
Statement Interest Payments
Corrected statements so that interest payments will be shown if payment detail option is enabled.
Statement Previous Balance of Zero
Corrected the statements so it will not show a previous balance of zero.
Provider Signature Image on printed CMS-1500
When printing a batch for multiple providers, each time the provider changed in a batch, the signature got smaller and smaller.
Exporting Credit Card Payments to QuickBooks
If income from credit card payments was exported to QuickBooks, the program would crash with a file usage error.
Patient No-Show and Cancellation Counts
The counts were not being incremented when services were created from memorized services.
Zero Patient Account
If there was a discount or write-off entered on a service, zeroing the patients account caused the service to no longer balance and thus the patient or insurance balance for the patient was non-zero. This would only be seen if the patients account was recalculated after zeroing.
Appointment Recurring Events
Corrected a problem where events were added for each week when weekly events were not selected to appear every week but were supposed to skip one or more weeks.
Appointment Day Sheet Report
Fixed a problem where the default date skipped Friday appointments and erroneously used a Saturday or Sunday date.

Changes and New Features

X12 Provider NPI
Because acceptance among payers of provider NPI will take place over several years, a generator option for X12 receivers has been added to ignore provider NPIs. When checked, the NPI entries for providers, physicians, and facilities are ignored as if they were not entered.
Payment Adjustments
Changed payment adjustments so that they can either be a refund or a bad payment reversal (bad check, rejected CC payment, counterfeit bill).
Patient Statement Options
Changed the way patient and responsible party payers are excluded from printing due to zero and credit balances and no activity. These are check boxes on the Print Options tab of the statement setup screen. It now selects patients as follows:

 Condition  Prints
 Zero or Credit Balance is checked and No Activity is checked  All selected patients
 Zero or Credit Balance is checked and No Activity is not checked  Only if there is activity
 Zero or Credit Balance is not checked and No Activity is checked  Only if a debit balance
 Zero or Credit Balance is not checked and No Activity is not checked  Only if debit balance & activity
Patient Statements Payment Details
When electing to show payment application details, amounts applied to interest are now printed.
Refunds on Statements
Changed statements to always include refund adjustments, even if not showing other adjustments.
Patient Ledger Report
Changed to show adjustments by the adjustment date rather than the date of the adjusted transaction.
User-Modifiable Reports
A new report namedPatient Insurance List by Provider was added to the Patient Insurance by Patient category.

Version 2.5.012 (8/22/2005) [Top]

Problems Corrected

Patient Payments Setting EOB Date in the Service
Sometimes, patient payments made using the Auto Apply Payment wizard could set the EOB date for insurance to the payment date.
X12 Claims
The provider carrier override for 2310B.PRV03 and 2420A.PRV03 was picking up the specialty code instead of the the taxonomy code.
X12 Claims Billing Secondary Insurance
The program was ignoring the Carrier setting for when to bill secondary claims.
CMS-1500 Printed and Electronic Claims
When services for a patient are associated with different Case or Diagnosis records, the diagnosis code references in box 24E could be missing or incorrect.
CMS-1500 Medicaid Resubmission Code
When printing claims for a single patient from the Print button of the patient list, the Medicaid Resubmission Code was not being printed.
Provider Signature Image on printed CMS-1500
With each claim printed in a batch, the signature got smaller and smaller.
Review Claims
Sometimes the priority (primary, secondary, etc.) reported when reviewing claim batches is incorrect for CMS-1500 Print Image claims.
Rebilling Services
If a service was marked to be rebilled to insurance, it was not always being billed.
Viewing X12 Claim 997 Errors
Erroneous errors were being reported for all elements of a segment that contained an error in any element.
Patient Insurance by Carrier User Modifiable Report
The calculated field for the subscriber whole name was incorrectly named.
Patient Insurance by Patient User Modifiable Report
The calculated field for the subscriber whole name was incorrectly named.

Changes and New Features

HCFA-1500
All references to HCFA-1500 were changed to CMS-1500.
Paying Interest
A new practice option allows you to have the program ask whether a patient payment should first be applied to outstanding interest. If not enabled, the program will work as it did previously and will automatically apply patient payments first to outstanding interest.
Amounts Paid on CMS-1500 and Plain Paper Claims
Changed so that the practice option will control whether payments appear on claims unless overridden for a particular payment amount applied to a service. The practice option is to never include the payment, always include the payment, or use the carrier settings which let you determine which kind of payments will be included.
Patient Notes
Patient demographic notes are now visible as the rightmost column on the patient list.
Transaction Notes
Service and Payment notes are now visible as the rightmost column on the transaction list.

Version 2.5.011 (6/14/2005) [Top]

Problems Corrected

Appointment Calendar
The program was incorrectly identifying appointments as overlapping another appointment.
HCFA-1500 Electronic Claims
When the program was marking services, a duplicate key error occurred preventing marking the services as billed.

Changes and New Features

Viewing Claims
When viewing claims from the Billing Menu or from the Generated Claims button on the patient list, the most recent claims are now shown at the top of the list instead of the earliest.

Version 2.5.010 (5/20/2005) [Top]

Problems Corrected

Electronic Claims
When the program was marking services as billed, an error message occurred that a window is already open. This prevented marking the services as billed.
Batch Printed HCFA-1500 claims
Claims would not print. This problem was inadvertently added in version 2.5.009.
Adding Appointments
The program would sometimes incorrectly identify appointments as overlapping and not allow adding the new appointment. This problem was inadvertently added in version 2.5.009.
User-Modifiable Reports
Reports in the Services by Performing Provider category would not display the field PAT:CalcWholeName.

Changes and New Features

Adding Services from Memorized Services
When adding a service based on a memorized service and the patient has multiple cases (requires Case Manager option), and the Case associated with the memorized service is not the most recent Case, the program now allows you to select either the memorized Case or the most current one.
Special Services User-Modifiable Report
This report in the Services by Performing Provider category was cleaned up and made to look like the built-in reports.

Version 2.5.009 (5/9/2005) [Top]

Problems Corrected

Default Service Fees
When entering a service where the primary insurance carrier's payment plan type (on the Contract tab) is set to capitated or case rate, it put the balance after copayment into the contract write off but didn't place the same amount in the fee due from that carrier.
Appointment Calendar
Users without the security rights to edit appointments were still able to do so.
Recurring Events
The program would not let you enter multiple recurring patient appointments for the same patient.
Progress Notes from Service Screen
When you click the 'Progress Note for This Service' button on the Notes tab of a Service, it brought up the wrong progress note.
Patient Statements
The Cancel button did not cancel statement printing.
Generating X12 Claims
The error log erroneously reported missing data in ISA02, ISA04, 2010AA.REF02, 2300.CLM11.1, 2310B.REF02, and 2420A.REF02.
Other Insurance on X12 Claims
The program was including insurance that was not active, according to the effective and termination dates, during the range of service dates in the claim.
Credit Card Report
Report was not selecting the correct payments to report.
Insurance Balance Report
Report included services with no insurance balance. Other cosmetic problems were also corrected.
Payment Receipt Report
The receipt contained incorrect information.
User-Modifiable Reports
Reports including those in the Payments by Performing Provider heading would generate an error if the provider whole name field was used in the report.
Change Log
When attempting to log changes, a file error occured.
Administrator Utility
When clearing a user login, if the user list is longer than one screen, the scroll bar didn't work.

Changes and New Features

Batch HCFA-1500 and Plain Paper Claims
Added a Cancel button to halt printing.
Appointment Calendar
Added shortcut keys: Ctrl+T takes you to today's date, Ctrl+W takes you to the working date.
Weekly Calendar
Added shortcut keys: Ctrl+T takes you to the week containing today's date, Ctrl+W takes you to the week containing the working date, Ctrl+P takes you to the previous week, Ctrl+N takes you to the next week.
New "Refunds by Date" User-Modifiable Report
This new report in the Patient Transactions with Adjustments heading shows all payment refunds by provider by date.

Version 2.5.008 (3/10/2005) [Top]

Problems Corrected

Aging Reports
Prepayments were not correctly displayed.
Credit Card Report
The report was not reporting all credit card payments in the selected date range.
Appointment Reminders
The report setup was not allowing entry of a date range into the future.
Appointment Reminder Labels
Sometimes the report would lock up the program.
Single patient HCFA-1500 and Plain Paper Claims
The insurance balances on the services list was not including the insurance write-offs.
Plain Paper Claims
Sometimes, especially when printing secondary claims, the report would hang the program.
Change Log
The THERAPIST sometimes deleted logs of changes to critical file records even though set to never delete records.
Importing from The THERAPIST for DOS
Some patient insurance imports with the incorrect employer.
Statement Settings
Whenever installing an update, the statement settings were lost. This update will be the last in which these settings are lost.

Changes and New Features

User-Modifiable Reports
Virtually all fields in the available files are now in the dictionary for use.
Aging Reports
The patient and insurance aging reports have a new option to show the daily balance as of the aging date.

Version 2.5.007 (1/4/2005) [Top]

Problems Corrected

Memorized Services
The diagnosis code description was often not displayed.

Changes and New Features

Tools Menu
Added a menu item to run the code installation program.
Procedure and Diagnosis Codes
The codes installation program was updated to the codes for 2005.
Report Headers
For the following report headers, moved some or all of the "Other" files into the "Processed Files" structure so that their fields can be used in filters.

Patients
Patients With Phone
Patients By Referral Source
Patients By Referral Source With Phone
Patient Transactions with Payment Details
Services
Services by Patient
Services by Performing Provider
Payments by Patient Provider
Payments by Patient Provider with Applications
Payments by Performing Provider
Patient Payments
Payments by Carrier
Payments by Carrier with Applications

Version 2.5.006 (12/8/2004) [Top]

Problems Corrected

X12 Electronic Claims
Claims were not generated for many patients who had eligible insurance and services.

Version 2.5.005 (11/22/2004) [Top]

Problems Corrected

Program Crash
The program could crash when using the program preference setting to close the program after a period of inactivity.
Service Case Link
If a different case was selected on Modify Service Links, the case information was cleared.
Carrier ID Selection for HCFA-1500 Box 24k
The program would not remember the ID selected.
Service Diagnosis Check Boxes
Sometimes the check boxes for diagnosis codes to select for a service were not displayed.
Service Adjustments Added When Applying Payments
Service adjustments added via the Adjustments button when a payment was being applied would not be added although the service would still show the adjustment amount.
Seleting Services to Pay
If an adjustment was added to a service, it was erroneously diplayed for all services below it on the list.
Applying Payments
Applying a payment to a service that has one or more insurance EOB Dates entered, would clear the existing EOB Dates.
Auto Apply Payment Wizard
When applying a payment to a service using the Auto Apply Wizard, the statement comments were cleared.
Payments on the Transactions List
The payer name entered in the payment is now displayed instead of the patient, carrier, or responsible party.
Memorizing a Service
Categories changed when editing the service were not memorized.
Memorized Service Balance
The program incorrectly determined that a correctly balanced memorized service was not in balance.
Statements
After importing from DOS, the check boxes to include the individual on statements was not checked for patients and responsible parties.
Printed and Electronic HCFA-1500
If a provider does not have a tax id but another provider, printed earlier, does; it printed the tax id from the earlier provider.
X12 Claims: Units of Service
Program would still not suppress the leading zero if units were less than one even after the chances in 2.5.004.
X12 Claims: Type of Service Code
Changed to not fill 2400.SV106, the Type of Service code which is Not Used in the Implementation Guide.
Plain Paper Claims
Canceling a plain paper print before the claims are generated causes some files to be closed inappropriately.
On batch claims, the last service for a patient multiple times was printed instead of the actual services.
Case Management Report
Report was printing the first line of the diagnosis notes in the patient section in addition to the diagnosis section.
The report would sometimes exclude items that occurred on the starting date of the report.
Patient Face Sheet Report
Patient Insurance was not printed if an eligibility termination date is entered, even if the date was in the future.
Patient Ledger Report
The report did not report interest write-off adjustments.
The program would mis-report the patient’s adjustment total if any interest transactions were present.
Patient Alert Window
If the window was stretched to make it larger, the fields changed size and were unusable. Window will no longer change size.
Carrier Payment Source
The Payment Source code field was changed from 1 to 2 characters to match the equivalent field in patient insurance for which the carrier field is the default.
Importing data from The THERAPIST EZ
Carriers would not import from EZ to Pro.
Patient phone numbers would not import from EZ to Pro.
Recurring events would not import from EZ to Pro.
Patient insurance was not linked to services unless the service had an insurance payment applied to it.
Importing from DOS
Imported patients and responsible parties were not set to print statements.

Changes and New Features

Patient Lookup
The patient lookup screen called when making a patient appointment now shows the warning icon when a patient’s warning checkbox is checked.
Appointments
You can now set an appointment status to Not Confirmed, Confirmed, Arrived, or Attended. Previously, this was just a check box for Confirmed. The appointment calendars and appointment list will show Confirmed with a telephone icon as before and the Arrived and Attended will show as a yellow and green check mark respectively.
Appointment Calendar
The screen can now be set to automatically refresh on a customizable timer. This allows appointments to display that have been added or changed on a different networkstation.
Patient Insurance Entry Screen
A new button was added to the Eligibility tab to view or edit the associated Carrier record.
Insurance Policy/Group Number
The field was increased in size from 20 to 30 characters.
Appointment Refresh
Whe a new check box on the daily appointment calendar, you can now tell the screen to automatically refresh from data changed by other network workstations.
Day Sheets Report
The report now prints appointment notes.
Edit Carrier
A button was added to patient insurance to view or edit the associated Carrier record.

Version 2.5.004 (8/19/2004) [Top]

Problems Corrected

Crash When Cancel Adding a Service
The program would crash when you add a service then cancel before saving it.
HCFA-1500 Print Alignment
Previous alignment settings were not being recalled on subsequent reports.
HCFA-1500 Electronic Claims
Generated the same service multiple times instead of the actual services.
Some patients were not being included.
HCFA-1500 Electronic Claim Viewer
Would only show the first two claims.
Claims after the first were shown on the wrong lines.
The program was not remembering the screen size and position.
Patient Appointment List
Appointment notes were not listed.
Facilities Not Displayed
The Facilities list did not show the facilities that were added.
Claim Adjustment Reason Codes
Reason codes were not linked to the appropriate headers.
X12 Claims: Units of Service
Program did not suppress the leading zero if units were less than one.
Physician Mailing Labels and Form Letters
Typing the physician’s last name would not jump to that physician.

Changes and New Features

Patient Categories Report
You can now exclude inactive patients from the report.
New User Modifiable Report Heading
Patient Transactions with Payment Details is a new heading, similar to Patient Transactions with Adjustments but instead including details of payments applied to services.
Purge Old Appointments
An option was to the Tools menu to purge old appointments. Services associated with the deleted appointments are not deleted.
Date Field Names
Changed field names for some date fields to include the word “Date” so that the ODBC driver recognizes them as dates.
Recalculate Authorized Procedures
On the entry screen for authorized procedures, you can now right click or press F2 on the amounts used fields to recalculate from the services rendered for the selected authorization.

Version 2.5.003 (6/28/2004) [Top]

Problems Corrected

Patient and Insurance Aging Reports
Reports would sometimes be incorrect due to missed prepayments.
Plain Paper Claims
Nothing printed when printing a claim for the selected services of a single patient.
Printed the same service multiple times rather than the actual services that should be printed.
Quick Backups
The Refresh List button did not work properly.

Version 2.5.002 (6/16/2004) [Top]

Problems Corrected

Patient Statements
The total balance heading in the footer was printing in the wrong position.
Case Management Report
Diagnosis notes were not being printed, even if the box was checked to print the notes.
Service Authorizations
Trying to lookup an authorization on the Service Links screen gave an empty list.
Sometimes one authorization was listed twice on the Service Links screen.
When upgrading from versions 1.0 and 2.0, the authorization link was occaisionally connected to the wrong payer.
Authorization Counts
Sometimes the visit and other amounts totaled from a service were incorrect. This could result in authorizations being closed.
Authorization Expiration Report
Report did not print any authorizations.
Services
When adding a service, the “Update managed care counts” setting was unchecked.

Version 2.5.001 (6/11/2004) [Top]

Problems Corrected

Old Data Files
When upgrading from an earlier version, the old data files were not being deleted.
Automatic Network Update
The program was mistakenly set to automatically update itself from its own installation.
Fee Schedules
The fee schedules for procedure modifier codes were not updated when batch updating scheduled fees.

Version 2.5.000 (5/21/2004) [Top]

Problems Corrected

X12 Electronic Claims
Removed generating a REF segment for Blue Cross Provider Number in the 2310B, 2310E, and 2420A loops (rendering provider, supervising provider, and service level rendering provider respectively) because this is not a valid ID for those locations.
HCFA-1500 and Plain Paper Claims
If the patient had multiple diagnosis records (complete records, not multiple codes on one diagnosis), services referencing the same diagnosis code were sometimes being split over multiple claims. This affected bothe printed and electronic versions of the HCFA-1500 and printed Plain Paper claims.
Case Management Report Options
When initially selected, the move down button on the list did not work.
Popup Calendar
On some date fields, the popup calendar would not pop up.
EOB Dates
The program was not updating the generated claim EOB date if the EOB date was entered while making a payment.
The program was not updating the service's EOB date if an EOB date was entered in the generated claim.
Deductible
Entering a deductible on a service did not update the generated claim record.
Creating a Service from an Appointment
Cancelling when creating a service from an appointment leaves appointment checked as completed.
Changing Practice
When changing to another practice, the alerts list would come up but immediately close.
No-Shows and Cancellations
The Practice setting for billing no-shows and cancellations didn’t do anything. Now, if set to not bill, they will not appear on statements. New services with these statuses and those with the status changed to no-show or cancellation will have the total fee amount set to zero. If the practice setting is to bill a fixed amount, this amount will be filled into the total service fee. If the practice setting is to bill a percentage of the fee, the percentage will be calculated when a procedure code is entered or when a fee is entered directly.

Changes and New Features

Power Options Standard
The following Power Option features are now standard:
- Export income to QuickBooks
- User-defined fields
- Log changes to critical files
- Batch fee schedule updates
- Provider payroll
Offline Backup
You can now select multiple practices and global data to back up at one time.
Backup Reminders
Reminders are now shown when closing the program rather than when starting it.
Security Passwords
You can not force users to change their passwords periodically. The program will prevent users from reusing the last 10 passwords used.
Patient List
Added a Search button. Previously, searching was accessed only via a right-click menu on the list.
Removed search submenu from browse popup menu and replaced with a button mimic for the new Search button.
Added searches for Social Security Numbers and Insurance ID numbers.
Added a patient search by responsible party.
Patient Insurance
When an insurance record is added to a patient, the program now checks for services within the insurance eligibility dates and, after confirmation, links the new insurance to the existing services.
Insurance Authorizations
Services can now reference up to three authorization records, one for each patient insurance referenced. Each authorization will be checked for expiration and will be updated based on the service.
Authorized Providers
You can now reference a provider in an authorization or allow it to apply to all providers.
Payment Check Numbers
You can now enter alphanumeric check numbers on payments.
New Receivables Report
Report lists services with outstanding balances by provider.
New Insurance Balance Report
A new financial report showing amounts owed by insurance carriers is based on amounts entered in services. The report groups by provider, either service provider or patient's principal provider. Report options allow inclusion of patient details and service details.
New Insurance Aging Report
This is a mirror of the patient aging report that shows aged balances for insurance amounts.
New Patient List Report
A patient list report was added. Patients can be selected by birthday month, referral source, and initial contact date. The list is also limited to selected providers. Options are available to show inactive patients and to include telephone number detail.
New Patient Chart Notes Report
A new report was added to print service chart notes for selected patients by service date.
New Services Not Billed Report
A new report reports on services which have not been billed to insurance.
New Services by Patient Category Report
New report on the Analysis menu is similar to the Services by Provider report but lets you select a patient category. Services for patients with an item selected for that category will be listed.
Claim Aging Report
The report now lists the patient’s date of birth.
Patient Aging Report
You can now exclude patients with zero aged balance.
New Insurance Aging Report
This is a mirror of the patient aging report that shows aged balances for insurance amounts.
Transaction Reports
Added group and overall (or provider) totals for services, payments, adjustments, and interest.
Patient Statements
Made the report 0.1" shorter to accommodate printers that cannot print so low on the page.
You can now exclude particular patients and responsible parties from statement printing.
Payments now show the check number when entered.
X12 Electronic Claims
The program will now analyze an X12 997 claim acknowledgement file for errors.
Electronic Claim Receiver X12 Advanced Options
Expanded provider REF segment repeats so that each allowed qualifier code can independently be enabled, disabled, or overridden.
Added support for previously unsupported REF segment qualifier codes but only when overridden. These segments will show up with a yellow check mark.
Claim Adjustment Reason Codes
The THERAPIST now supports claim adjustment reason codes.
HCFA-1500 Printed Claims
A new Carrier option forces the service provider name and practice address to be printed in box 32 overriding any facility information entered for the patient.
When printing a claim for a single patient, a visual indicator for services that have already been billed.
The Carrier option to force a provider ID into box 24k was expanded to include the provider’s license numbers.
HCFA-1500 Electronic Claims
Added a new claim viewer that displays the claim on a red form.
The Carrier option to force a provider ID into box 24k was expanded to include the provider’s license numbers.
Cross-Practice Electronic Claims
You can now generate electronic claims across practices by selecting a Receiver Group for each receiver.
Appointment Scheduler
You can now use Ctrl+C to copy an appointment and Ctrl+V to paste it in another time slot.
Patient Appointments
A tab was added to the appointment list to show the patient's recurring appointments.
When editing a patient appointment, a button was added to allow editing the patient demographics.
Export Accounts
You can now select an export account from a list if the chart of accounts is exported from QuickBooks.
Data Files
Data files have been restructured so that there is only one logical file per physical file. This makes it much easier to use the ODBC data driver. It also makes the files more stable and easier to fix if a file corruption occurs.