The THERAPIST Pro Version 3.0 History

This page lists the version history for The THERAPIST Pro starting with version 3.0.000.

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

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

3.0.000

3.0.001

3.0.002

3.0.003

3.0.004

3.0.005

3.0.006

3.0.007

3.0.008

3.0.009

3.0.010

3.0.011

3.0.012

3.0.013

3.0.014

3.0.015

3.0.016

3.0.017

3.0.018

3.0.019

3.0.020

3.0.021

3.0.022

3.0.023

3.0.024

3.0.025

3.0.026

     

Click here to download the latest maintenance release.


Version 3.0.026 (12/12/2016) [Top]

Changes and New Features

Claim Order
A new claim option for printed claims lets you choose to sort the claims by patient name.
Electronic Claim File Names
A new option lets you choose whether to use the service starting and ending dates or the current “today’s” date when generating a file name that uses date tokens (+C, +Y, +M, and +D).
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.
Patient Ledger Report
Changed to not limit adjustments to the report selection dates. Now adjustments, if any, will appear with whatever services or payments to which they are attached that are selected to appear on the report.
Authorization Request Form
Several minor corrections were made to this report.
Reports
Reports now have a footer at the bottom of the page to show the licensee’s name.
Electronic Claim File Names
A new option lets you choose to use the claim starting and ending dates of service or today’s date to format the file name. Previously, it always used the starting and ending dates of service and this is the default selection.

Problems Corrected

Purging Old Appointments
Purge Old appointments in the Administrator Utility didn't remove any old appointments.
Transactions List Shows Wrong Patient
After entering service and payments on one patient and then going to the transactions for another patient, the transactions window would open with the previous patient's name and transactions.
File Change Audit Log
File Change Audit Log was not always logging the user name.
Printed Claims
Printed claims were not being limited to only those carriers who are set for printed, rather than electronic, claims.
Secondary Pay Copay
The carrier option to pay the patient’s copayment when the carrier is secondary now is used as the default value for a corresponding option in patient insurance and that new option is used to set the initial amounts due from payers on new services.

Version 3.0.025 (5/28/2016) [Top]

Changes and New Features

Provider Security Rights
A new security door affecting users who are healthcare providers determines whether the logged in provider user can view financial information for a different provider.
Electronic Form 1500 Advanced Options
Changed the separate SSN and EIN fields for box 25 into one field so that forcing values in the check boxes will now work like other check boxes on the form.
Viewing Provider Income
You can view provider income details via a 'View Provider Income' button on the provider list. The button is now disabled depending on whether the logged-in user is a provider and, if so, whether they are the provider whose income data is sought. It also depends on the new security door for viewing other provider's financial information.
Income Report
The income report column title now indicates that one column is the income reason code a list of which can be printed.
Payments by Type Report
A new report was added that will list payments by a selected payment type (cash, check, credit card, or direct deposit) received within a selected date range. You can optionally include patient details to see which patient or patients the payment was applied to.
Command Bars
Clicking on a command bar item will now clear the lookup string so that it is simpler to lookup another record.
Therapy Group List
The list can now be limited by provider.
Patient Appointments
The check-in time is now hidden unless the status indicates the patient has shown up for the appointment.
Group Therapy Appointments
On the list of patients on a group appointment, you can now right click a patient to change the status.
Patient Alerts
When adding a patient alert, the alert and alarm dates now have default dates.
Note Lists
On screens with a list of notes where the currently highlighted note is shown in a text box, double clicking the text box will now open the note for editing.
X12 Receiver K3 Segments
Changed to disable the settings for K3 segments if there are no user-defined fields to select from.
X12 Receiver Generator Options
The organization name and submitter contact name were always being forced to upper case and were not required fields. They are no longer forced to upper case and they are required to have entries in those fields.
Changes to CMS-1500 08-05 Version
This release marks a division where changes and corrections to the older CMS-1500, 08-05 version will no longer be made. Instead all changes will appear in the Form 1500, 02-12 version only.

Problems Corrected

File Manager
The file fix function in the File Manager in the administrator utility did not work.
Splash Screen
The screen did not size correctly on some screen resolutions.
Selecting Tokens
The screen for selecting form letter (etc.) tokens was not wide enough.
Receivables Report
The totals on the receivables report were not correct.
Superbill Report
The program was not showing the correct procedure fees from the patient's selected fee schedule.
Setting Responsibility Amounts
The program would sometimes select the wrong responsible party to edit.
Incorrect Payment to Service
When editing a payment and opening the payment applied to the service, the incorrect record was displayed. It could have been the wrong patient, wrong provider, etc.
Patient's Selected for Claims
The program was not correctly selecting patients to include on batch claims.
Form 1500 Electronic Claims
For receivers using the Form 1500 print image generator, the advanced options screen had several problems both visual and functional that have now been corrected.
Check box fields on Form 1500 Electronic Claims
If a check box field was forced on or off in the receiver advanced options, it was not setting the check box on the form appropriately.
Services on Claims
On X12 claims, only 5,000 claims (or whatever is set in the generator options for the receiver) are permitted per transaction set but The THERAPIST was not observing that limitation. Now it is and will start a new transaction set if more than this number of claims are found.
Viewing Electronic Claims
The file search specification was misformatted for some claim file names making it hard to find the claim files to view.
Diagnosis Entry Screen
The screen was made shorter to fit some user's lower resolution monitors.
Importing Therapy Groups
When importing data, the therapy groups were not importing correctly.

Version 3.0.024 (2/22/2016) [Top]

Changes and New Features

Appointments Phone & Email List
Added a list the patient's current phone numbers and email addresses on patient appointments.
Income Snapshot Report
The report now lets you select whether to include interest and/or prepayments on the report.
View Service PQRS Codes
A new command menu item was added that will open a list of PQRS codes for the hightlighted service.
Transaction List PQRS Indicator
A new icon (the second from the left) was added to quickly let you know if a service includes PQRS codes.
Memorizing a Service
A new option lets you memorize a service's PQRS codes or ignore them.
New user-modifiable report category
A new user-modifiable report category, Services by Date With PQRS, was added to show services and PQRS codes.
New User-Modifiable Report: Services by Date That Have PQRS Codes
A new example report was added to the Services by Date category that lists services that have PQRS codes.
New User-Modifiable Report: Services by Date Without PQRS Codes
A new example report was added to the Services by Date category that lists services that do not have PQRS codes.
New User-Modifiable Report: Services By Date With PQRS Codes
A new example report was added to the Services by Date With PQRS category that lists services that have PQRS codes and shows the PQRS codes, modifiers, and Place of Service for each.
Allowing Multiple Providers on a Claim
A new claim option will let you allow or prevent multiple providers on a single claim. If not allowed, a new claim will be generated for each service provider.
PQRS Place of Service
A new field was added for service PQRS entries that sets the Place of Service code for that PQRS line on a claim. This gives you greater control and no longer forces the Place of Service Code fron the associated service.
Form 1500 Box 32b
A new carrier setting lets you select which facility ID to use to fill box 32b when the facility is the practice.

Problems Corrected

Diagnosis Code List
The list was not selecting the correct default source.
Cancelling Adding a Service
When adding a service from a memorized service and then cancelling the service form would still add the service.
Report Settings Not Saved
Selections made for a report, including claims and statements, were not being saved.
Appointment Calendar Time Scale
The time scale was not saved when the window was closed then restored when the window was again opened.
Incorrect Balances Applying a payment
When applying a payment to a service, the balance was sometimes calculated incorrectly.
User-Defined Fields
Only the first user-defined field (in alphabetical order) was showing up unless filled with a value. This applied to the practice, patients, cases, patient insurance, carriers, physicians, providers, physicians, services, and memorized services.
CMS-1500 Electronic Claims Generator Option
The program was not correctly selecting the form version.
Patient Category Analysys Report
The report wouldn't let you select any categories to print.
Service Category Analysys Report
The report would not print except in rare circumstances.
Completed Authorizations Not Closing
The program was not closing authorizations when they were completed even when the practice setting to force authorizations to close was set.
PQRS Codes Not in Memorized Services
Memorized services did not include PQRS codes, now they do.
Memorized Service Categories
The program was not memorizing the selected categories for a service.
User-Modifiable Report Lookups
The screens to look up a carrier, physician, provider, and resource were not working properly in that you couldn't select the desired record.
Incorrect Income Records
Sometimes the program would generate an error and not add an income record when applying a payment to a service.
File Fixes Not Running
When only a build number (the fourth block of digits in the version number) was changed, the file fixes were not being run.

Version 3.0.023 (10/26/2015) [Top]

Changes and New Features

Duplicate Key Error when Logging In
On some systems, the program would report a duplicate key error when logging in to The THERAPIST. This has been corrected.
Practice File Errors
Sometimes, when switching to a different practice or when restoring a practice backup, the program would report a series of errors all concerning the practice file being empty, not being opened, or not updating. The errors were erroneous and could be cleared by closing the program and opening it again but the immediate cause of the errors was corrected.
Diagnosis on Services
When adding a new service, the program was not linking to the correct diagnosis for the patient.
Generating Claims by Selected Service Provider
Corrected a problem where the program was not generating claims correctly when a single provider was selected and the provider type option was by service provider.
Carrier Diagnosis Code Overrides
The program was not saving the diagnosis code source, ICD-9 or ICD-10.
Carrier Diagnosis Code Substitution
The program was ignoring diagnosis code substitutions for carriers.
Code Qualifier for ICD-10
The program was not using the correct qualifier codes for ICD-10 diagnosis codes in the HI segment of the 2300 loop.
Patient Diagnosis
The program wouldn't let you change the diagnosis type (DSM-IV, DSM-5, or Medical) or the code source (ICD-9 or ICD-10) on diagnoses for new patients.
Patient Medication
The program was showing all medications for all patients, not just those for the current patient. Also, when adding new medications for a patient, it was not linking the medication record to any patient. Unfortunately, there is no way to link those records to a patient so those with no patient link are deleted.
Editing and Applying Payments
The window caption now displays the patient name rather than the payer name which is already shown on the screen.
Transactions by Provider Report
The report was skipping the start date selected for the report and reporting on transactions beginning on the next date.
Insurance Balance Report
The report was adding the adjustments rather than subtracting them.
Restoring Global Data
Sometimes the program would prevent restoring global data with a message indicating that the data was from a different customer. Now, the message includes the customer number from the program and the backup file and allows the restore to continue.

Problems Corrected

Diagnosis Code List
The program will now remember the last selection for the Source, ICD-9 or ICD-10.
Transactions by Provider Report
A date column was added to the report.

Version 3.0.022 (9/05/2015) [Top]

Changes and New Features

Default Report Dates
The program is not more intelligent about how it sets the default dates for reports.
2015 Codes Module
Added code to import ICD-10 diagnosis codes not originally selected for import if those codes are needed to correctly convert a patient's diagnosis.

Problems Corrected

Data Path Override
Corrected an issue where overriding the data path was ignored.
Resource Command Bar
The enabled/disabled status of the command buttons along the right side was not correctly responding to which resource was selected.
Resource List
In practices with a long list of resources, it was difficult to scroll to records below the bottom of the list.
Payroll Report
Major changes were made to the payroll report that had previously been unusable.
Insurance Claims
Several issues were corrected in how the program selected patients and services for printed and electronic claims.
Printed Form 1500 Claims
Corrected an issue that sometimes caused the program to crash when printing claims.
Patient Statements
Corrected an issue that caused the statement amount columns to sometimes show incorrect amounts.
X12 Claims Amount Billed
X12 Claims were not showing the correct amount billed.
Importing Data From Pro 2.5
Corrected issues in the data import that caused Case Management Templates and Users to not be imported or not completely imported.

Version 3.0.021 (8/05/2015) [Top]

Changes and New Features

Patient Notes
When entering patient notes, you can choose whether the note is a chart note, and can be printed on the patient chart notes report, or a private note which is not printed on any reports.
Patient Chart Notes Report
The report was changed to show notes in date order and to indicate whether the chart note was a service note or a patient note.
User-Modifiable Reports
The report categories are now sorted alphabetically making it easier to find a report.
Claim Viewer
To both the CSM-1500 and X12 claim viewers, a button was added to view the claim log file if one exists.
Claim Log Files
You can now open several log files from the menu by going to Help > Log Files. Electronic claim log files are accessible from the claim viewer.
New Example Reports Added
Patient Insurance List Patient List with Insurance Detail
Patient by Name with Phone and Email Patient by Name with Phone & Email Detail

Problems Corrected

Case Management Reports
This report was completely unusable but it is now working as intended.
Adding Services from Memorized
When adding a service based on a memorized service, the diagnosis was not set in the new service.
Day Sheet Report
The day sheet report was showing an incorrect time for the next appointment. This is now fixed.
Electronic CMS-1500 Claims
The three area codes and phone numbers were showing as 0 (zero) when the fields were empty. They are now blank in those instances.
CMS-1500 Claims (printed and electronic)
Box 9 was changed to match the specifications so that the field will be blank if the subscriber is the patient.
Service Payer Amounts
Sometimes, when adding a new service, especially if doing it from a memorized service, the individual payer amounts were not set.
Service Bill to Insurance Amount
If you changed the amount to bill to insurance, the change was not saved.
Provider Name on Patient List
Sometimes the provider names shown on the first screen-full of patients was not showing the provider name.

Version 3.0.020 (6/22/2015) [Top]

Changes and New Features

Codes Module
Several changes were made to work with the new 2015 Codes Module that will install the ICD-10 diagnosis codes and then convert existing patient diagnoses from ICD-9 to ICD-10.

Problems Corrected

Payroll
Under some combination of settings, the program would report an error and would crash when saving a payroll template record.
Insurance Claim Options
The All Carriers check box would sometimes not be enabled when it should be.
Printed Claims
The referring physician in box 15 (or the equivalent on plain paper claims) was not being filled correctly.
Generating Claims
The program was not correctly filtering claims by insurance carrier. This would result in claims not being generated when they should and, when processing by service provider, generating claims when they should not be generated.
Responsible Party Statements
The program was generating statements for responsible parties (including the patient), when the parties were flagged to not receive a statement.

Version 3.0.019 (5/27/2015) [Top]

Changes and New Features

Patient Appointments
A new warning message was added if a provider resource is selected that doesn’t match the patient’s principal provider.
Provider EIN and SSN
The provider Social Security Number and Employer ID Number were added as separate fields and removed from the ID numbers list.
Provider Tax ID Type
A new selection lets you directly select whether to report the SSN or EIN on Form 1500.
Income Snapshot Report
You can now choose the report sort order.
Income Reasons Report
A new report was added to print a list of the reason codes used on the Income and Payroll reports.
New Log Files on the Help Menu
A new Log File submenu on the Help menu gives you a simple way to view log files in the global or the current practice data folder.
Report Settings
Default settings on report options are now separate for each practice.

Problems Corrected

Income Snapshot Report
This report was completely re-written to fix a myriad of problems.
Payroll Report
This report was completely re-written to fix a myriad of problems.
Rebuilding Income
The Administrator Utility function to rebuild the income files did not correctly handle payment adjustments.
Responsible Party Name
If the responsible party was an agency the name shown on lists and other screens was incorrect.
Provider EIN and SSN
The provider Social Security Number and Employer ID Number were not correctly filled in box 25 of the Form 1500.
List Behavior
Several lists in the program did not respond as accepted to mouse clicks.

Version 3.0.018 (4/25/2015) [Top]

Changes and New Features

X12 Claim Viewer
The viewer has a tree view and a segment list view. Selecting a record in one list highlights the corresponding record in the other. Due to structural problems with claims generated by earlier releases cannot be viewed.
Exporting X12 Claims to Text
An extension of the new X12 Claim Viewer lets you export the claim to a readable text file.
Excluding Credit Statements
A new statement option was added to allow you to not generate statements with a credit balance.
Statement Log
A new option was added to generate a text file log of the last statement batch generated. At this time, only the generation options are included in the log but generation details will be added in a later release.
Viewing Statements
You can now view a list of generated statements but only those created after updating to this release. The view shows the statement, the person to whom it was sent, and the details section of what transactions were included. The new option is listed in the first section in the command side bar as View Statements.
Reprinting Statements
Along with viewing previously printed statements, you now have the ability to reprint a previous statement just as it printed originally.
Patient Insurance Notes
Added a Notes tab to the patient’s insurance screen where you can enter an open-ended list of notes concerning this insurance.
Service Place of Service Code
The default value for the Place of Service code on new services is from the patient’s Case record. Now, if that field is blank, the program then looks for the Place of Service code in the patient’s principal provider’s record. This change also affects adding new memorized services.
New Resource Fields
For provider resources, you can now enter a Social Security Number (SSN), Employer ID Number (EIN), and both rendering and billing provider NPIs. These new fields become the default values when adding related provider records.
Data Import Log
If data was imported from another program (i.e. Pro 2.5 or EZ), the log of that process was added to the help menu under Other Documents.

Problems Corrected

Statements
Corrected several problems with patient statements.
Statement Provider Footer
No text would print in the provider footer.
Insurance Deductibles
Entering a deductible would not correctly move the deductible to the patient or responsible party. Now you will be given a choice of which payer to move the debt to if there is more than one to choose from.
Insurance Contract Write-off
The button to calculate the contract write-off gave wildly incorrect amounts for the write-off. Now it works.
Patient Discount
The button to calculate the patient discount gave invalid amounts.
Unable to Save Prepayment
When applying a payment to services, if there were no services to pay, you couldn’t save the balance as a prepayment.
Service Balances
The program was mis-calculating the balance on service and starting balance records.
Authorization Counts Not Updated
A correction was made to services to fix a problem where authorization counts were not being updated.
Initial User Setup
When setting up the first user after installing the program for the first time, the program was forcing the user’s middle name to all UPPER CASE.
Patient List Tool Tips
The tool tips were incorrect for couple and family patients.
Insurance Subscriber Sex
The drop-list for selecting the subscriber’s sex was not tall enough to show all three options (Male, Female, Unknown).
Importing Data
The informational messages that pop up when importing data from The THERAPIST Pro 2.5 or The THERAPIST EZ were reversed so that the Pro message indicated importing from EZ and vice-versa.
Form Letter Tokens
Form letter tokens for a provider’s supervisor did not work.
Provider SSN and EIN
Changes to a provider’s Social Security Number (SSN) and Employer ID Number (EIN) were not being saved.
X12 Claims
Numerous corrections were made to fix problems in the X12 claim files generated.
CMS-1500 Amount Billed
The amount billed sometimes had the wrong amount.
CMS-1500 Tax Amounts Billed
Taxes were not being billed correctly on the CMS-1500.
PQRS Codes on the CMS-1500
The diagnosis code pointers for PQRS codes were showing as numbers rather than letters.

Version 3.0.017 (1/15/2015) [Top]

Changes and New Features

Structured Treatment Plan Templates
You can now move problems, goals, and modalities to different sub-categories and move sub-categories to different categories using a drop list when editing a record.
CMS-1500 08-05 Version
The selection of the 08-05 version if the CMS-1500 for both printed and electronic claims is no longer available.
Income Report Footers
The group and provider footers in the Income and Income Snapshot reports now show 0.00 rather than blank when the column totals are zero.
X12 Claim Viewer
The X12 Claim Viewer now shows a line by line view of the claim and allows you to export this view to a text file.

Problems Corrected

Field Tokens
Field tokens were not being replaced with the appropriate values from the data.
Code Lookup
The code lookup screen wouldn’t find the correct codes.
Selecting a Case Management Text Template
The program could not find text templates that were actually there and would give an error when a template was selected.
Case Management Template Structured Questions
Setting up Case Management Template questions and answers was awkward.
Empty Patient Diagnosis
Sometimes the program would add an empty diagnosis when a new service was added even though a diagnosis was already present.
Patient Appointment List
The list would not display existing appointments.
CMS-1500 Dates
On the 02-12 version of the printed form, dates could display incorrect values, sometimes wildly incorrect.
CMS-1500 Boxes 14 and 15
Dates would print as 00/00/0000 rather than blank if no dates were selected.
X12 Electronic Claim Diagnosis
The diagnosis codes were not being reported in the 2300.HI segment.
X12 Electronic Claim Billing Provider Taxonomy Code
The taxonomy code elements in 2000A.PRV were not being filled when the practice was the billing provider.
Case Management Reports
Trying to print a report gave an error.
Claim Aging Report
This report caused the program to lock up and eventually present an error.
Marking Claims as Billed
The program would get a duplicate key error when marking services as billed after generating claims.
Treatment Plans and Progress Notes
The Treatment Plan and Progress Note lists would not correctly display the appropriate records.
Changing Payer Amounts Due in a Service
The program would not correctly move amounts to or from another payer when one payer’s amount due was changed.
Progress Notes on Services
The program would not show the progress notes for the current service.
Other Contacts
Entering an “Other Contact” record, the header fields did not work correctly.
Responsible Party Phone Numbers
The telephone numbers list would not display numbers that had been entered.
Importing Memorized Services
The payer breakdowns for the patient, responsible parties, and insurances were not being imported from The THERAPIST Pro.
Importing Progress Notes
Progress notes were not correctly linked to services when importing from The THERAPIST Pro and The THERAPIST EZ.
Importing Copayments
Patient copayments were imported but listed as the wrong copayment type when importing from The THERAPIST EZ.
Importing Responsible Parties
The responsible party first names were not imported from The THERAPIST EZ.

Version 3.0.016 (12/17/2014) [Top]

Changes and New Features

Authorization Amounts Used
You can now directly edit the Visits, Dollars, Units, and Hours used.
Changing Payer Amounts Due on Services
Previously, the program gave you the option to move the debt to or from another payer but didn’t let you select which payer to move it to. If there is more than one possible place to move it, you now are given a list of payers to choose from.
New Payment Wizard
When adding a payment, there is a new check box that must be checked in order to add a payment note. While this would appear to make it less user-friendly, adding this allows you to skip the notes by pressing Enter to move to the next screen, just like on all of the other screens.
Payment Adjustments Button
The button to add adjustments, such as refunds, to payments is not larger and with an informative description.
Generating Claims for All Carriers
A new check box on the claim options screen for all claim types lets you include carriers that are not set to bill to the current electronic claim receiver or the current printed format.
X12 Claim Log
When generating a detailed log, the log file enteries were made more understandable and lines were added between sections to make reading the log easier.
Carrier NAIC Number
The field was changed to allow 8 characters rather than 5. This value is reported on X12 claims.

Problems Corrected

Displaying Appointments
Appointments wouldn't show until you selected a different date.
Appointment Icons
Appointments would not display the status icons, the appointment notes, the location, or the copayment.
Adding a Service from an Appointment
You couldn’t add a service from an appointment unless there was a memorized service. You can now add a service with or without using a memorized service.
New Patient Appointment Telephone Numbers
You could add telephone numbers but they would immediately disappear.
Selecting a Patient for an Appointment
If the patient list was in Name order, limited to active patients, and limited by resource, the patient names were listed in a seemingly random order.
Highlighting a Patient’s Diagnosis Code
In a patient’s diagnosis, it was difficult and often impossible to select a code to edit, delete, or move.
Patient Fee Schedule
Added a missing default value for the fee schedule from the setting in the practice preferences.
Drop Lists with a [No Selection] Option
Some, but not all, drop-lists in the program that had an option to choose no selection or similar wording, selecting this option did not clear the selection.
Adding a Service
Under some circumstances, the initial payer amounts due were not correct.
No Shows and Cancellations
When changing a service to No Show or Cancelled, if an insurance balance previously existed, it was not being changed to zero.
Insurance Payments
Insurance payments were being applied to outstanding interest.
Adding a Payment Adjustment
There was no default date or amount. The date now defaults to the working date and the amount now defaults to the amount not yet applied.
Payment Adjustments Not Updating Patient Balances
If you added a payment adjustment, it didn’t update the patient or insurance balance for the patient.
Diagnosis Codes in X12 Claims
The program was omitting the diagnosis codes in loop 2300, segment HI.
X12 Segment Count
The segment count reported in the SE segment was incorrect.
Erroneous Error Reported on X12 Claims
If the patient’s case setting for whether the case is employment related was set to “Yes” or “Blank”, the log file reported an error for CAS:AccidentDate.
Service Amount Billed in X12 Claims
The amount billed reported in the SV1 segment of the 2400 loop was being filled with the wrong value.
Printed CMS-1500 (02-12)
Sometimes the dates on the report were printing strange values.
Insurance Claim Carriers
Claims could have included inactive carriers. Inactive carriers are now excluded.
Patient Statements
Statements could have indicated that services were being billed to insurance even for patients with no insurance.
Insurance Balance Report
The report was not printing or included only a few of the valid patients for the report.
Restoring Data From a Folder
The sub-folders for reports, etc. were not being restored.

Version 3.0.015 (11/23/2014) [Top]

Changes and New Features

Claims for Interns as Providers
Interns and some other providers' supervisor must often be reported on claims. The ANSI X12 electronic claim format has three places to report the supervisor but there is no obvious place for it on the CMS-1500. However, the specification allows for reporting the supervisor in box 17 with ID numbers in 17a and 17b. A new provider option provides support for this usage.
Patient List
A column was added to the list to show the patient's principal provider name.
Quick Payments
Changed how fee and tax amounts paid are validated to ensure that you cannot pay more than what is owed.
User Guide
The chapters on payments and quick payments were added.

Problems Corrected

Patient Statements
The provider footer message would print on only one statement for each provider, and sometimes not on any statements.
New Payment Wizard
Added more comprehensive field validation.
Adding a Payment
Prepayments remaining when adding a payment were being flagged as overpayments.
Adding Patients to Multi-Patient Payments
The program was preventing you from adding a patient on patient payments to multiple patient accounts.
Applying Prepayments
The amount previously paid was not displaying on the list.
Auto Apply Payment
The Auto Apply Payment button (previously named Auto Apply Wizard) didn't do anything; now it lets you apply the payment to services automatically.
Adding Services
The routine used to split responsibility amounts between the patient and responsible party payers did not calculate the amounts correctly.
Importing Data
When importing data, selecting to import global data again did not actually re-import the global data.

Version 3.0.014 (10/30/2014) [Top]

Changes and New Features

User Guide
Greatly expanded contents.
Authorization Number
When the authorization status is Approved, the authorization number is now a required field.
User-Defined Fields
User-defined fields can now be accessed from the Setup menu.
Carrier Payer ID
The Payer ID field size was increased from 10 characters to 12.
National Health Plan ID
The Carrier's National Health Plan ID field is now checked to make sure it is a valid ID assigned by CMS/HHS.
Schedule Exceptions
Schedule exceptions now select between non-availability or emergency availability.
Property and Casualty Insurance
When selecting a primary insurance override in the patient's case record, the list is limited to insurances marked as property or casualty insurance.
Provider Fill Field Buttons
Buttons were added to fill the box 33 name, address, and NPI.
Changing Service Status
Added a confirmation message when changing the service Status from Attended to Rescheduled, Canceled, or No Show.
Authorization Selected on a Service
When editing a service, the program could have changed a selected authorization if a newer one was available for that payer.
Selecting Diagnosis for PQRS Codes
The diagnosis code selection list didn't match the service diagnosis code selection list.
Selecting a Service Note for Display
The note list did not correctly show the note selected to be displayed on the transaction list for the service.
Memorizing a Service with Adjustments
An information message was added when memorizing a service with one or more user-defined adjustments to a patient memorized service.
Tool Tip Display Time
Field tool tips now stay on the screen for 10 seconds rather than 3 seconds.
CMS-1500 Electronic Claims
The program mistakenly determined that services were marked as no-shows and attempted to use a procedure code for no-shows set up in the Carrier record.

Problems Corrected

Inactive User-Defined Fields
The program was showing inactive fields.
Memorized Service User-Defined Fields
User-defined fields in memorized services were not transferred to services created from the memorized services.
Physician Name Not Displayed
Physician names were not displayed when only a business name was present.
Printing Claims
When printing claims and no claims were found to print, the program would not offer to display the claim log file even if one was created.
Restoring a Practice Folder
When restoring a practice folder, it only asks for confirmation if the practice already exists in the Practices file.
Searching Procedure and Diagnosis Codes
The search screens for procedure and diagnosis codes did not resize correctly when stretched.
Provider User-Defined Fields
The program would not display the data previously entered for user-defined fields.
Zip Codes
Some zip codes were showing up with an invalid extension of –0000.
Locked Notes
Notes that were marked as locked were still editable by other users.
Locking Notes
Lockable notes could be locked by users who didn't have the rights to lock records.
Logging Days
In the practice preferences, you couldn't set the message log and audit log days to zero because a non-zero entry was required.
Superbill Report Options
The options screen would open up behind other screens making it difficult or impossible to complete it.
ODBC Data Source Name
The button in the Practice Preferences to add a Data Source Name (DSN) did nothing.
Practice Preferences ID Numbers
The ID numbers would not show the IDs.
Practice Preferences ID Number List
The ID numbers list would scroll to the right if an ID number was added or edited.
Practice Preferences Default Sex
The selection for 'Unknown' would not save properly.
Adding a Patient's Diagnosis
The default setting for whether to use functional assessments was not being filled from the practice setting.
Patient Diagnosis Codes
The program was allowing diagnosis codes that were not on the master diagnosis code list.
DSM-IV Diagnoses
On diagnoses with the style set to DSM-IV, you couldn't select a psychosocial problem.
Physician Referrals
The program would allow adding a referral to a case where no physician was selected.
Locked Cases
Case records that were marked as locked were still editable by other users
Locking Cases
Cases could be locked by users who didn't have the rights to lock records.
Responsible Party Statements
Corrected a problem where responsible party statements were addressed to the patient.
Paying Interest Charges
Rather than applying interest payments to interest charges, the program was adding new interest records.
Adding a Memorized Service
The program was not linking a manually added memorized service to the patient.
Add Service from Memorized
This selection was enabled even when there were no memorized services.
Cancel Adding Service from Memorized
If you canceled selecting a memorized service when adding a service from a memorized service, the service was added anyway.
System Memorized Services
Even though there are no defined payers on system memorized services, the payer list and amounts were available.
Memorizing a Service
The tax loss and contract write-offs were not being memorized.
Options for Memorizing a Service
The options to append a service to an existing memorized service were available even when there were no existing memorized services to append to.
Claim Adjustment Reason Codes
The codes were not being displayed correctly.
Deleting a Service from a Memorized Service Bundle
The program would allow deleting the last service in a bundle.
Diagnosis Codes on Services
When adding a new service, the diagnosis codes were not being marked unless you viewed the Diagnosis tab.
Shifting Amounts Due to Another Payer
When an amount due is entered for a payer that is too large, the program offers to move an amount due from another payer. This worked but the balance on the other payer was not being recalculated.
Entering Deductible Amounts
When entering a deductible in a service, the program offers to move money owed to a different payer but nothing was moved when moving to the patient.
Starting Balance Amount Fields
The amounts were misaligned.
Starting Balance Calculated Amount Fields
Fields where the program calculated the value were editable but should have been read-only.

Version 3.0.013 (10/5/2014) [Top]

Changes and New Features

Import From The THERAPIST EZ
You can now import data from The THERAPIST EZ from an installation on the same computer or network or from backup files.
X12 Claim Receiver Name
You can now have a different receiver name generated in claim in loop 1000B.
X12 Claim SE and GE segments
Sometimes the GE and SE segments were out of order.
X12 Claims Incomplete
The program would generate a claim only for the first patient in a batch.
Code Entry Screens
Code entry screens were sometimes confusing as to which button to press to complete the screen. Now the buttons to paste from the clipboard and fill from an activation file are disabled if a code has been entered.
Exporting Appointment Reminder Calls
Changed to no longer requiring that only phone numbers and email addresses be set as the primary contact. This is now an option when generating the export.
Appointment Reminder Call Report
Changed to no longer requiring that only phone numbers and email addresses be set as the primary contact. This is now an option when printing the report.
Completing Services
You can now complete the service entry form by pressing the Enter key.
Detailed Claim Log
A new option for printed and electronic claims adds detailed information to claim logs that can assist in determining why certain services and/or patients did not appear on batch claims.

Problems Corrected

Importing from Backup Files
A file corruption caused imports to fail when importing from backup files. This has been corrected.
Authorized Procedure Codes
Adding procedure codes to an authorization did not work.
Marking Claims as Billed
This generated a duplicate key error when both primary and secondary insurances were being billed in the same claim batch.
Strong Passwords
Corrected a problem where the program would issue a message that a password is not strong even when strong login passwords have been disabled.
Merging Resources
Corrected a problem that would also delete provider records.
Canadian Postal Codes
The program would not correctly format all Canadian Postal Codes.
CMS-1500 Box 29
A problem with how the total amount paid in box 29 was corrected.
X12 5010A1 Receiver Advanced Options
The list was not populated correctly.
Applying Payments to Services
The default amount to apply to the service was calculated incorrectly.

Version 3.0.012 (9/20/2014) [Top]

Changes and New Features

Newer Data and Older Program
Now the program will no longer attempt to run if it finds data created by a later version of the program.
Services Not Billed Report
The report was changed to sort by patient's last name rather than by date.
Selecting Services on Claims
You can now use Ctrl+A to select all visible services and Ctrl+N to select none. The key combinations work just like the Select All and Select None buttons at the bottom of the list.
Rebilling a Service
Added a new checkbox on the money tab for insurance payers: 'Allow rebilling on batch claims'. It is disabled unless a claim has been generated to the payer (and marked as billed). When checked, the service will be included on batch claims for the date of service and it overrides the claim option (for the marked service only) to rebill services previously billed, previously paid, and those with an EOB.
Printing an Authorization Request Form
Added descriptive text to the print button on the patient's authorization list to make it clear what the button does.
Claims for a Service
Added the carrier name to the claim list with the subscriber's name as a tool tip and added both names to the update form.
Memorized Service Name
Changed the default name to match how it was in version 2.5.
Insurance Payments by Credit Card
The program will now allow you to select Credit Card as a payment method on insurance payments.
Payment Date
The payment date on the base payment is no longer an editable field.
X12 Claim Sender and Receiver ID Qualifiers
Added support for the user to set the Sender and Receiver ID Qualifier codes to fill ISA05 and ISA07 respectively. There are now set in the Generator Options for claim receivers using the X12 format and there are lookup buttons to select from a list of valid qualifier codes.
Data Version Later Than Program Version
The program will now close and present an error message if it detects that the data files are from a later version of the program than the one you are trying to run.

Problems Corrected

X12 Electronic Claims
The BHT segment was missing and a second ST segment was being generated in its place.
Procedure Codes Won't Scroll
The procedure codes list on the service screen would not scroll up or down.
Appointment Calendar and Changing Practices
If the appointment calendar was open and you changed practices, the calendar stayed open to the old practice.
Copying Resource Availability
When copying the resource availability schedule from one resource it messed up the schedule for all other resources.
Printed CMS-1500 (02-12) Alignment
Several minor adjustments were made to the field positions to better align with the form.
CMS-1500 (02-12) Printed and Electronic
Changed to remove extra spaces in the patient and subscriber names when the comma is an illegal character.
Statements
The program did not correctly handle the option on the Appearance tab to use the upper portion of the statement as a remittance ticket.
Setup Wizard
The program did not respond to the initial data source and import source selections.

Version 3.0.011 (9/7/2014) [Top]

Changes and New Features

Patient Transactions List
The patient total amount due was added below the list.
Claim Generation Log File Header
Added more information to the header section.
Claim Generation Log File Details
Added much greater details of why patients and services are not selected for generation. This is optional and enabled with the DetailedLog=1 entry in the
Setup section of ThPro.ini.
User Security Group
The security group drop-list was increased in size to allow up to 10 groups to be seen at one time.
Authorization List Filters
Changed to disable the Case and Insurance drop-lists if the associated limiter check box is not checked.

Problems Corrected

Printed CMS-1500 Claims
Corrected a problem that would not print batch claims for all carriers.
Electronic CMS-1500 Claims
Corrected a problem that caused the program to crash when generating claims.
Electronic Claim Log File
Corrected a problem that cause the program to not fill the log file.
Viewing CMS-1500 electronic claims
The diagnosis source identifier and the second line of diagnosis codes in box 21,codes E-H, were not displayed.
Authorization List Insurance Selection
The name of the insured individual was not being filled in the insurance drop-list.
Importing Pro 2.5 Data
Corrected some problems importing data for patient alerts, outside physicians, memorized services, and services.
Updating the Sample Data
Updating the sample data caused an error and halted the update.
Canadian Postal Codes
The program did not correctly identify Canadian postal codes.

Version 3.0.010 (7/29/2014) [Top]

Changes and New Features

Adding a System User
When adding a new user, the practice they initially open the first time they log in will be whatever practice the administrator was in when the user was added.
Viewing User Passwords
There is a new button on the System User screen for the logged-in user to show their passwords.
Weak Password Message
If the administrator has turned on strong passwords and a user logs in with a weak password, the user will get a message telling them to change their password.
Income Snapshot Report
Added a column to show the payment medium.
Payer Amounts on Services
If changing a payer amount due, the program will intelligently move the debt to another payer.
New Payment Wizard
Added the carrier office name to the payer drop-list.
Patient Insurance Entry Form
Added the carrier office name to the carrier name.
Count of Claims
The number of claims is now reported when electronic claims are generated.
Open Claim Folder
You are now offered the option of opening the claim folder after electronic claims are generated.

Problems Corrected

Importing Field Tokens
Field tokens in templates did not import correctly.
Importing from Backups
Corrected a problem when the user restores only a practice backup and not a global backup.
Recalculating Balances
Correct a problem where the program locked up after recalculating balances.
Case Management Templates
The program would not show the templates completely or correctly.
Compressing Claim Files
Selecting this option did not cause the claim to be compressed to a zip file.
Security Access
Throughout the program, corrected instances where security access rights were not checked.
Adding or Changing Diagnosis Codes
Numerous fields on the form were disabled when they shouldn't be.
Generating Electronic Claims
The fields to set the claim and log file names were mistakenly hidden. They are now on their own tab.
Dates on the CMS-1500
Date fields were missing a leading zero for the month.
Diagnosis Assessment
For patient diagnoses that include Assessments (e.g. Axis V), it was almost impossible to edit the assessment value.
Service Diagnosis Codes
The program would sometimes not save the diagnosis code choices.
New Payment Wizard
Selecting a payer from the drop-list did not fill in the payer name.
X12 5010A1 Claim Errors
Corrected erroneous error messages when generating claims.
X12 5010A1 Claims
Corrected several problems that prevented claims from being generated or from being complete.
Importing Practices from Version 2.5
The program would report that there was nothing to import.
Message Log Resize
The message log list in the Support Information program did not resize correctly of the window size was changed.

Version 3.0.009 (7/02/2014) [Top]

Changes and New Features

Strong Passwords
When strong passwords are enabled (Program Preferences > Security tab), login passwords are case-sensitive.
Service "To" Date
The "To" date now changes when a new "From" date is entered.
Treatment Plan and Progress Note Lists
The lists now includes an icon to indicate whether the item is selected for printing on case management reports.
Superbills
Printing a superbill form was available only from a service where it did little good. It is now available under Print on the patient list.
Opening Claim File Folder
On the list of electronic claim receivers, you can click "Open Claim Folder" to open the claim folder in Windows File Explorer for the highlighted receiver.

Problems Corrected

CMS-1500 Service Selection
The program was not correctly filtering services so that some services that should not have been included were being added to the claim.
Service Dates on CMS-1500 Box 24a
Sometimes dates in box 24a would print with an invalid month and no year.
Importing from Backups
The process to import data from backup files was corrected.
Applying Payments to Services
The amounts shown on the screen were mostly wrong. In some cases this prevented applying the payment.
Diagnosis Code List
The list was not remembering which tab was selected last time the list was used.
Diagnosis Style Drop-List
The drop list was showing only two of the three options.
Cannot Add Diagnosis Code to Diagnosis
You could add only one diagnosis code at a time to a patient's diagnosis.
Diagnosis Codes on CMS-1500
The problem, created by a change in release 3.0.008.19, that prevented diagnosis codes from printing in box 21 has been corrected.
Diagnosis When Adding a Service
The program was not selecting the default diagnosis codes when adding a service.
Authorizations on Services
Authorizations selected for a service were not being saved with the service.
Patient Authorization Status
The authorization status on the patient authorization list was showing a number rather than the selected status.
Service Bill Insurance Check Box
When unchecking this box, the program did not save the change.
Cannot Delete Progress Note
The program would not allow you to delete a progress note, not event one entered by accident.
Case Faciliity List Button
In a patient's case information screen the button to the right of the facility drop-list didn't do anything. Now it will open the master facilities list so facilities can be added, changed, and deleted.
Facility ID in CMS-1500 box 32b
Depending on your settings, this could print the incorrect secondary ID or none at all.
Messages Missing User Identification
The message log for messages displayed from a child program called from the main program were missing an identification of the user who was shown the message.

Version 3.0.008 (6/16/2014) [Top]

Changes and New Features

Credit Card Payment Processing
You can now sign up to process credit card payments directly from within The THERAPIST.
Payment Method
The last payment method (cash, check, credit card, and direct deposit) is now remembered for each payer. It is then used as the default when making the next payment from that payer.
Non-Physician Referring Physicians
Some times, a referring "physician" is an agency or other organization and not a specific individual. The THERAPIST was preventing you from adding such a record, requiring a first and last name. Now those names are available but not required if a business name is entered.
Claim Options
The Form Name selection was meaningless for anything other than printed CMS-1500 claims.

Problems Corrected

Restoring Data Files
The problem that caused the program to crash when restoring data was corrected.
Insurance Claims
Claims by provider where selecting by the patient's principal provider were not finding any services.
Error Adding Services
If the practice is set to automatically added missing procedure code fee schedules, an error would occur when adding a service with a procedure code modifier unless there was already a fee schedule for that procedure code and modifier.
Adding Electronic Claims Receiver
If you added your first electronic claims receiver, it wouldn't show up on the list. It was actually there but hidden and not usable.
Electronic Claims Receiver Phone Numbers
The phone numbers were displaying as blank on the phone number list.
Error Adding Patient Insurance
A duplicate key error occurred when trying to add patient insurance.
Diagnosis Code Pointer on CMS-1500
The diagnosis code pointers on the new CMS-1500 were blank if the carrier option was set to remove the period from the diagnosis codes in box 21.
Physician Referral Source
When using the drop-list to select a referring physician, the physician's name was blank.
Service Procedure Code Description
When editing a service, the "Override Description" check box for the procedure code description was always checked.
Selecting Authorizations on Services
The authorization drop list would not list the available authorizations.
New Payment Wizard Patient Total
When a payment covered five or more patients, the balance amount calculations were incorrect and wouldn't let you complete the payment.
New Payment Wizard Back Button
The Back button wouldn't take you back to the first screen after the introduction.
Searching Patients
Searching for a Claim Control Number of Line Item Control Number did not work.
PQRS Codes on Electronic CMS-1500
The program would not include PQRS codes on electronic CMS-1500 claims. They are now included on the 02-12 version of the claim format.

Version 3.0.007 (5/29/2014) [Top]

Changes and New Features

CMS-1500 Carrier Name Position
A new claim option has been added that allows you to set the horizontal position of the carrier name and address on printed CMS-1500 insurance claims.
Removing Decimal Point in Diagnosis Codes
A new option for Carriers and for Electronic Claim Receivers lets you remove the decimal point in diagnosis codes on both the printed and electronic CMS-1500 for the form dated 02-12.
Entering a Deductible
When entering a deductible amount for an insurance payer on a service, the program now pops up a screen where you can select a different payer to move the amount of the deductible to the fee owed for that payer.
Payer Amounts on Memorized Services
Memorized services now include payer amounts owed as well as discount and write-off amounts. The program now records these amounts when memorizing a service and uses them when adding a service based on the memorized service.
Service Procedure Code
The procedure code drop-list combo now shows the procedure code description making code selection easier.
Memorized Service Procedure Code
The procedure code is now a drop-list combo where you can either enter a code or select one from the drop list.
Saving Diagnosis Code Defaults
When memorizing a service, you now have the option to update the default codes in a patient's diagnosis. The defaults show up as check boxes next to diagnosis codes in the patient's diagnosis code list.
Payment Check Numbers
The program now no longer requires that a check number be entered with check payments.

Problems Corrected

Error Entering Payments
The program was issuing error code 33 on the mTransaction file when entering a payment and the payment didn't show up on the transactions list until after closing the list and opening it again.
Discount and Write-offs While Applying Payments to Services.
The program would not save the built-in adjustments or correctly calculate service and payment balances when a patient discount, or an insurance write-off was entered along with applying the payment to a service.
Single Patient Claims
Services were excluded from single patient claims if there was no amount due on the service from the selected insurance payer. Services are now included with a warning message added to the log file.
Adding a Patient
Adding a new patient would add multiple empty Case and Diagnosis records.
Pasting Codes from the Clipboard
When pasting access codes or other codes from the clipboard, it was cutting off the first digit.
Accessing Multiple Practices
Those who have multiple practices were not able to access one of their practices.
Payment Receipt Report
The program would crash when trying to print a receipt from the new payment wizard.
Deposit Slip
Corrected several problems with printing deposit slips.
Deposits by Provider Report
Correct alignment problems on this report, which is an optional addition to the deposit slip report.
Printed CMS-1500
Corrected problems with filling box 32 when set to fill with the service provider and practice address.
Single Patient Insurance Claims
The program would exclude services selected by the user if the amount to bill to insurance in the service was zero.
Statement Log File
The program caused an error when generating statements with a log file.
Statement Name and Address Positions
Corrected the report so that the three names and addresses could be positioned appropriately.
Case Closed Date
The date a patient's case was closed was being stored incorrectly.
Memorized Service Procedure Code Modifiers
The modifier fields were not displaying properly when no modifier was entered.
Payment Check Numbers
The program would not allow entering an alphanumeric check number.

Version 3.0.006 (5/11/2014) [Top]

Changes and New Features

Single Patient Claims
Visual indicators were added when generating single-patient claims that the patient and one or more services must be selected.
Wizard Screens
The startup, new practice, and new payment wizard screens have additional functionality to select the next and previous screens. The left and right margins are now "buttons" that function the same way as the Back and Next (or Finish) buttons respectively.
Logging In to a Locked System
When the system is locked for maintenance, users with the appropriate login rights can still login and even turn off the lock if that right has been granted by the administrator.
Locing and Unlocking the System
A message was added to let you know that the system was successfully locked or unlocked.
Appointment Entry Screen
The lookup buttons on the time fields now open a screen that lets you set the time by manipulating the individual time components: hour, minute, and AM/PM.

Problems Corrected

Claims With More than Six Services
Claims were improperly formatted when there were more than six services.
Electronic CMS-1500 Claims
Corrected problems that generated blank claim files.
Patient Statements
Corrected statements with incorrect balances and those incorrectly showing "Nothing to Pay" in the amount to pay box.
Recalculating Patient Balances
Recalculating balances from a patient's transaction screen was giving incorrect balances.
Adding Authorizations
Corrected a problem that wouldn't allow selecting a patient's insurance.
Adding Diagnosis
When adding a patient diagnosis, it was impossible to add diagnosis codes.
Viewing Related Transactions
On the transaction screen, the View Related selection did nothing.
Deleting Transactions
When deleting a transaction, the wrong transaction would appear to have been deleted.
Deleting a Payment
When deleting a payment, the payer amounts due on services paid by that payment were being set to zero.
Editing a Payment
The balances shown were incorrect.
Editing a Service
Selecting a payer on the Money tab on services and starting balances would often not show payments made by that payer.
Payer Amounts Due Calculation
The buttons to calculate the correct payer amount due on the Money tab on services and starting balances were giving incorrect and often impossible amounts.

Version 3.0.005 (4/28/2014) [Top]

Changes and New Features

Batch Insurance Claims
Corrected errors that prevented generating batch insurance claims.
New Payment Wizard
The program didn't prevent users from selecting the same patient multiple times.
Recalculation Error Log
The log file created by recalculating patient balances now includes a header and also includes the internal patient and service numbers.
Importing Patient Records
Sometimes a patient copayment amount or percent was imported even when the patient insurance was set to 'No Copayment'.
Transaction Error
Corrected an error that caused the program to crash when editing a payment.

Problems Corrected

CMS-1500 Claim Option
There is a new Carrier option for printed CMS-1500 claims and a Generator Option for the receiver for CMS-1500 print image claims. This option lets you remove the period or dot in the diagnosis codes that print in box 21. If the carrier option is set to remove the period, it overrides the receiver option for that carrier.
Hide Patient Names
The program now remembers the setting for hiding patient names and, in addition to patient names, the names of responsible parties and insurance subscribers are also hidden.

Version 3.0.004 (4/15/2014) [Top]

Changes and New Features

Procedure Code on Transaction List
A new program preferences option lets you show the procedure code on service transaction in the Type column rather than showing "Service".

Problems Corrected

Payments
Several problems plaguing the payment process have been corrected so that both patient and insurance payments can be added successfully.
Adding Services and Starting Balances
Service and starting balance records were not balancing.
Service Adjustments
Service adjustments didn't work.
Batch Printed Claims
Attempting to do a batch claim allowed only a single patient claim.
Restoring Data
Restoring data would sometimes crash the program and other time do nothing. The problems have been correct.
Services by Provider Report
This report would not print at all.
Appointment Calendar Resource List
Resources not flagged as available for appointments were included on the resource list of the appointment calendar. Now they're not.
Synchronization Codes Didn't Work
Often, synchronization codes we gave for secondary installations such as for a network computer, did not work.

Version 3.0.003 (3/31/2014) [Top]

Changes and New Features

Service Adjustments
Service Adjustments imported from version 2.5 were not imported correctly this was corrected and a fix to the data corrects previously imported records.
Importing Authorizations from 2.5
A problem would sometimes not import all of the authorizations from version 2.5 and earlier.
Importing Services from 2.5
A miscalculation caused imported services with adjustments to have incorrect balances.
Case Management Report Templates
Several errors prevented setting up report templates.
User-Modifiable Reports
Corrected some problems with incorrect buttons being enabled or disabled based on the list selection.
Activation Files
Reading activation files had a problem with misinterpreting the information in the file.

Version 3.0.002 (3/19/2014) [Top]

Changes and New Features

Superbill Report
The program now includes a superbill report with several options that determine the layout and appearance. You can print a superbill by highlighting a service on a patient's transaction list and clicking the option on the right.
Import Data
In addition to being able to import data from the Tools menu, it is also now available from a button on the Select or Add a Practice screen.

Problems Corrected

Backups
Making backups caused the program to crash on some versions of Windows.
Cannot Add Practice
A counting error prevented being able to add a new practice on the Select or Add a Practice screen.
CMS-1500 Box 24j NPI
The NPI and secondary IDs were not being printed in box 24j if they were the same as those in box 33 even if the carrier option was set to print duplicate IDs.
CMS-1500 Box 20
The program was not checking either box in box 20 or filling the laboratory amount regardless of the settings in the Case record.
Appointment Calendar Popup Menu
The right-click popup menu was incomplete and items at the bottom were cut off.
Insurance Carriers List
The list was missing a vertical scroll bar.
Selecting Codes for Superbills
It was almost impossible to select procedure and diagnosis codes for inclusion on superbills.
Pasting Codes
The program now looks for and removes extraneous non-numeric characters before and after the code.

Version 3.0.001 (3/10/2014) [Top]

Changes and New Features

Menu Fonts
The menu fonts now correspond with the user-selectable screen font.
Online Help
The program includes context-sensitive online help accessible from the Help menu or from the F1 key from anywhere in the program.
Progress Note List
The screen now opens showing the most recent progress note.
Treatment Plan List
The screen now opens showing the most recent treatment plan.
Patient Insurance List
A check box was added to show or hide inactive insurance.
Patient Diagnosis List
Changed to show the diagnosis style as Medical, Mental DSM-IV, or Mental DSM-5.

Problems Corrected

Printing CMS-1500
Corrected a problem where the forms wouldn't print.
CMS-1500 Check Boxes
Corrected a problem where no check boxes were checked.
Missing Admin User Password
Added code to correct a missing password on the Admin user.
Diagnosis on CMS-1500
Corrected a problem with filling the diagnosis code in box 21 and pointers in box 24e.
Services on CMS-1500
Each service was printing on a separate claim form.
Backup Options Not Saved
Changes made on the backup options screen were not saved.
Income Reports
The Income and Income Snapshot reports either would not print or would print with incorrect information.
Initial Screen Size and Position
A problem was found and corrected that cause the initial screen size and position to be incorrect.
Selecting Carriers for Electronic Claim Receivers
The Select Carrier button was available even when no receivers were on the list.
Recalculating Patient Balances
The recalculation indicates that an error occurred when no errors were found.
Resetting Deposit Payments
Selecting this menu option did nothing.
Patient List Closing
After entering a payment, it closed the patient list or f transaction list.
Setup Wizard
The setup wizard was asking for a key code on demo installations.
Signature Source Code
The code field for the Signature Source was a required field but a blank value is valid. This was fixed.
Progress Notes
The button to open the patient's list of progress notes did not work.
Progress Note Service
Added a drop-list on the progress note screen to select a service to link to or "[Unlinked]" if not linking to a service.
Adding a Payment
When attempting to add a payment and there is no insurance the program still offered an insurance payment option.
New Payment Wizard
Sometimes the wrong screen was presented.
Balances Not Updated When Adding Payments
The patient and insurance balances were not updated when a payment was added.
Patient Fee Schedule
Added a missing fee schedule selection to the patient entry form.
Patient's Transactions List
The list will now show closed transactions for 30 days or whatever the user-defined setting is.
Import Locking Up
The import would sometimes hang up when importing case management templates or form letters.
Importing Fee Schedules
Fee schedules were not being imported.
Importing Claim Reason Codes
Added code to check for duplicate reason codes.
Importing Case Management Templates and Form Letters
Sometimes the import would freeze at this point and not continue.
Importing Drugs
Drug records were not being imported.
Importing Claim Codes
Importing claim codes caused errors.
Importing Global Data
If you had to import multiple practices at different times, it tried to import all of the global data each time.
Missing Admin Password
Corrected a problem where the Admin user was missing a password.
Missing DLL Files
Added the missing DLL files needed by TopScan to view and edit data files.

Version 3.0.000 (2/10/2014) [Top]

This initial release has far too many changes to list them all. Below are the most significant and notable changes.

Changes and New Features

Simplified Interface
Many operations and settings in The THERAPIST that required you go through many levels or steps are now easier to get to and have fewer steps.
Screen Fonts
You can now set the font, size and style to your personal preference. The preferences are saved separately for each windows login user (not The THERAPIST login user).
Color Theme
The THERAPIST now lets you set a color theme for the menus and toolbar.
Mouse Wheel
You can now use the mouse wheel to scroll up and down in lists.
Spell Checking
The THERAPIST now has a built-in spell-checker. On long text fields, such as Note fields, and on some other entry fields, you can press F7 to check the spelling of that field. In addition, a user option lets you have long text fields checked automatically when saving your changes on windows with those fields.
Rich Text Notes
Notes fields and glossary entries now allow you to format the text (bullets, numbered lists, indents, fonts, etc.).
Unlimited User-Defined Fields
User-defined fields are now open-ended lists so you can define as many as you need.
Email and Web Addresses
Wherever telephone numbers are stored, in addition to storing phone numbers, you can now also store email and web addresses.
Provider Payroll
Payroll is now much more flexible.
Glossary
The glossary was changed to have only one heading level thus making it quicker and easier to get to entries. This is at the small expense of reducing the flexibility in structuring the glossary entries.
Glossary Flat View
The glossary list can now be viewed as a flat list by name with the ability to locate an entry by its name.
Security Auditing
The THERAPIST will now track security-related events such as failed attempts to login.
Data Change Auditing
The THERAPIST's ability to record additions, changes, and deletions has been greatly expanded. Changes and deletions now record all field values changed or deleted. In addition, many more files are now monitored.
Display Patient Photograph
The patient list and demographics now has the ability to load and display a patient photograph file.
Patient List Tips
When hovering over a column in the patient list, additional information is now displayed in a popup tip. Hovering over the patient name will show the patient's preferred name and date of birth. Hovering over the phone number will show all of the other phone numbers listed for this patient, up to six total.
Patient Contacts
You can now record telephone calls and emails for and/or with patients either singly or as a threaded conversation.
Hide Patient Names
A new setting on the Tools menu lets you hide patient names on screens and reports.In some offices, computer screens are in places that can be seen by patients. Using this option, you can hide patient names on the calendar to protect patient privacy.
HIPAA Disclosures
The THERAPIST can now track details of releases of protected health information, i.e. when you have shared any patient-related information with another person or entity.
New Scheduler Interface
The appointment scheduler is all new with a richer user-interface.
Appointment Scheduler Standard Feature
The Appointment Scheduler, formerly an added-cost module, is now a standard part of the program.
Resources
The Appointment Scheduler now lets you schedule other resources in addition to providers. Resources can be people or things such as a room or an instrument. People resources can be providers or other people and are linked to the program's list of login users. This allows user security rights and restrictions to apply to information related to providers and resources.
Display Multiple Providers
The Appointment Scheduler will display as many providers on the screen as you choose.
Recurring Events
In earlier versions of The THERAPIST, a recurring event was stored as a single record. Actual appointments and other events created from the recurring event contained references pointers to the original recurring event record. Recurring events are no longer stored entities. Instead one uses the recurring event process to create sets of events, just as before, but, because it was unnecessary, there is no record to refer back to.
Copy Appointments
You can use Ctrl+C and Ctrl+V or the appointment calendar's right-click context menu to copy and paste an appointment to a new date, time, or resource.
User-defined Appointment Labels and Colors
You can use the built-in label colors for the four appointment types (patient, group, new patient, and other) or add your own.
Automatic Refresh
The calendar can be set to automatically update its display based on a selected number of minutes between refreshes.
Purge Old Appointments
You can now purge old appointments from the system via the Administrator Utility.
Add Transactions from the Patient List
You can now add services and payments directly from the patient list without having to first go to the patient's transactions list.
Services
Services are no longer limited to the patient plus three responsible parties and three insurance payers.
Payments
The process for entering payments has been made simpler, especially for insurance payments that cover multiple patients.
Direct Deposit Payments
You can now record the direct deposit tracking number with a payment.
Income
Prepayments and overpayments are now included as a category of income.
Interest
Interest for the patient and each responsible party is now listed separately on the patient transaction list.
Case Number
For new case records, the Case Number is now automatically generated as a numeric string equal to the internal case ID, a value guaranteed to be unique if never changed by the user. The case number is not guaranteed to be unique if importing case numbers from previous versions of The THERAPIST. The case number can be changed if desired but no validation is done to ensure that the numbers are unique.
Authorized Procedures
When adding specific procedures to an authorization, you can now include modifier codes. When determining usage counts for the procedure, the program will evaluate all of the service modifiers for a match and a service without a matching modifier will not be counted. Authorized procedures with no modifiers entered will match to service procedures with or without a modifier.
Backup to a CD
If writing to a CD or DVD is directly supported by Windows, The THERAPIST enables an offline backup option that lets you backup to a CD or DVD.
Restoring a Backup
If restoring a backup that was created with a password and there is currently no backup password listed, the program will display a warning message then cancel the restore.
Restore a Data Folder
The program can now restore data from a folder as well as from a backup.
Single Patient Electronic Claims
You can now select a single patient and specific services for an electronic claim.
One Set of Rules for All Claim Types
In earlier versions, each claim format (CMS-1500, X12, plain paper, etc.) and medium (printed vs. electronic) had a slightly different set of rules for selecting which services, patients, and providers were included in the claim. Now there is a single set of rules that covers all claims.
Obsolete Claim Fields
Fields used only on older, obsolete, electronic claim formats (HCFA-1500 (12/90), NSF 3.0, X12 4010) have been removed.
Facility Override
Setting a facility override for an insurance carrier now does an override only when the facility set in the patient's case record is blank. This reverses the behavior from version 2.5 and earlier where the carrier setting would override the case record setting.
Patient Ledger
The content of this report is basically the same as in earlier versions. It is now a single patient report accessible only from the patient list and not on the Reports menu.
Income Snapshot
The Income report is now called the Income Snapshot report
Income
The Income Accounting report is now called the Income report.
Service Adjustments
The Write-Offs report is now called the Service Adjustments report.
Facility Mailing Labels
This is a new report.
Credit Card Report
This report no longer exists. All credit card-related information is now maintained external to The THERAPIST.
Case Management Report
You can now save report templates that include which sections and options to use. When printing the report, you choose which saved report template to use.
Services by Patient Category
Previously, one could only select the category and all items defined for that category were reported. The report now lets you select which category items to use to select patients. This could potentially result in a much smaller and faster report.
Postal Bar Codes
PostNet Bar Codes have been replaced with the new Intelligent Mail Barcodes. To use them, you must create an account at USPS.com and obtain a mailer ID. These appear on mailing labels and patient statements.
Statements
You can now print a single patient statement directly from the patient list.
New User-Modifiable Report Headings
The following new reports have been added
ReportOfficeService
ReportPhysicianPatient
ReportReferralPatient
ReportResourceEventPatient
ReportClaim
ReportPatientClaim
User-Modifiable Report Headings Removed
The following User-Modifiable Reports from version 2.5 have been removed
ReportFacilities
ReportPatientParties
ReportPatientPartiesPhone
ReportPatientTransactions
ReportPatientTransactionsAdj
ReportPatientTransPayApp