 |
The THERAPIST EZ Version
2.5 History
This page lists the version history for The THERAPIST EZ starting
with version 2.5.001. Version 2.5 was the initial release of The THERAPIST
EZ, 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 Pro 2.5
You can jump to any release by clicking a link below.
Click here to download the latest
maintenance release.
Version 2.5.019
(7/1/2008) [Top]
Changes and New Features
- 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.
- CMS-1500 Box 25
- Social security numbers and employer ID numbers that printed in box 25 were being formatted with blank
spaces rather than hyphens. Both are now represented as unformatted nine-digit numbers. This change affects
both the new CMS-1500 and the old HCFA-1500.
Version 2.5.018
(3/20/2008) [Top]
Problems Corrected
- CMS-1500 and HCFA-1500 Form Alignment
- The Left margins on the form alignment didn't work correctly.
- Installing on Windows 95 and 98
- Corrected installations for earlier versions of Windows.
- Deductible on Patient Statements
- The deductible amount was being miscalculated in some cases when there were multiple insurance claim records
for a service.
- Service Tabs Disabled
- Under some circumstances, all of the tabs on a service were disabled.
- Importing Data from Pro
- The program would fail to import data from The THERAPIST Pro to The THERAPIST EZ.
Changes and New Features
- Patient Statements
- "Benefit Denied" and "Applied to Deductible" line descriptions were reformatted
and are now easier to read.
Version 2.5.017
(10/16/2007) [Top]
Problems Corrected
- CMS-1500 and HCFA-1500 Form Alignment
- When using a Left Margin alignment adjustment, the bottom third of the form, starting with box 24, was
adjusted double what it should be.
- CMS-1500 Procedure Code Alignment
- The procedure codes were printing too far to the right.
- CMS-1500 Patient and Insured Name Format
- The names in boxes 2, 4, and 9 now use the appropriate name format from the official form specification.
- Plain Paper Insurance Claims
- When printing a claim for a single patient, only the selected insurance would print. "Other insurance" was
blank.
- Recurring Appointments
- Sometimes the program would miss creating some appointments.
- Could Not Delete Payments
- When viewing payments to services on the View Related Transaction screen, the Delete button didn't work.
- Corrected Saving Zip Codes
- When the program saves patient zip codes in the zip codes list, it now correctly saves 5-digit zip codes
when a 9-digit zip code was entered.
- Importing Data from DOS
- Corrected the import process so that it doesn't fail with folder names longer than 8 characters.
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.
- Date Format on CMS-1500 Claims
- CNS01500 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.
- 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.
- HCFA-1500 and CMS-1500 Print Image Folder
- The program now remembers where you last saved a print image file.
- Plain Paper Insurance Claims
- Plain paper claims now include the billing and rendering provider NPI numbers.
- Edit No-Show and Cancellation Service Amounts
- You can now edit the amounts for no-shows and cancellations.
- 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.
- Message Log
- A new message log was added to assist technical support to diagnose problems.
Version 2.5.016
(5/22/2007) [Top]
Problems Corrected
- CMS-1500 Facility
- Corrected a problem with the facility address.
- Single Patient Claims
- The patient's diagnosis was missing when printing single claims. This affected both the old and new forms.
- Patient Face Sheet Reports
- The status information printed was missing and/or incorrect.
- Form Letters
- Referring physician form letter tokens were filled with "***Merge Error***" instead of the
correct values from the physician record.
- Program Startup
- The THERAPIST now opens a little faster, especially on networks.
Changes and New Features
- 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 Carrier Address
- Corrected the carrier address to eliminate a blank line before the city, state, zip code line.
- CMS-1500 Diagnosis
- Corrected filling the diagnosis on single-patient 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 Electronic Claim File
- The file layout was changed to uniformly correspond to 12 characters per inch print.
- CMS-1500 Claim Viewer
- Corrected a problem that incorrectly reported an incomplete claim and they would display only the first
claim page.
Version 2.5.015
(2/15/2007) [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.
- 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 2.5.014
(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.
- Importing Data
- When importing data from The THERAPIST for Windows 1.0 or 2.0
or Pro 2.5, the case and patient diagnosis records would not import.
- New CMS-1500 form
- The date format for the patient's signature was incorrect.
- Case Error when Adding Patients
- When adding a new patient, sometimes it would give a duplicate key error
on the Cases file.
Version 2.5.013
(12/7/2006) [Top]
Problems Corrected
- Patient Statements
- Depending on print option settings, sometimes statements would lock up
on the last selected patient.
- 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.
- Authorization Dollars Used
- The number of authorized dollars used (paid) was not being accumulated
when an insurance payment was made.
- Claim Aging Report
- The report was assigning EOB Dates (and thus "Closing" claims)
to claim records if any payment was received, even patient payments.
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.
- Tile Open Windows
- New options were added to the Window menu to tile open screens.
Version
2.5.012 (7/25/2006) [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.
- Patient Ledgers
- Ledgers that included adjustments were reprinting the last transaction
read rather than the adjustment.
- 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.
- 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.
- Login Security
- Plugged several holes in the login security that would have let users
without the appropriate security to make changes.
- Patient Ledger
- Ledger reports that included adjustments were reprinting the last transaction
read rather than the adjustment.
- HCFA-1500 Claims
- When billing a payer for taxes on a separate procedure code specified
in the Carrier record, the program would lock up.
- Deleting a Payment
- If a payment was deleted, sometimes the the balances on services that
had been paid by the deleted payment were miscalculated.
- 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.
Changes and New Features
- 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.
- 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.
Version 2.5.011
(12/30/2005) [Top]
Problems Corrected
- Filling CMS-1500 Box 24k
- Filling carrier-selected provider license number into 24k would result
in zero instead of the license number.
- Viewing CMS-1500 Print Image Files
- Program would only show the first two claims.
Changes and New Features
- Patient Statements
- When electing to show payment application details, amounts applied to
interest are now printed.
- Patient Statement Options
- Changed the way patients are excluded from printing due to zero and
credit balances and no activity. These arecheck 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 Ledger Report
- Changed to show adjustments by the adjustment date rather than the date
of the adjusted transaction.
- Payment Adjustments
- Change payment adjustments so that it can either be a refund or a bad
payment reversal (bad check, rejected credit card payment, counterfeit
bill).
Version 2.5.010
(9/9/2005) [Top]
Problems Corrected
- 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 does now 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.
- Refunds on Statements
- Refund adjustments will now appear on statements even if not including
other adjustments.
- 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.
- 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.
- HCFA-1500 to CMS-1500
- All references to the HCFA-1500 form were changed to CMS-1500.
Changes and New Features
- Quick Payments
- New quick payments now default to "Use Practice Setting"
for whether the payment is shown on claim amounts paid.
Version 2.5.009 (6/14/2005)
[Top]
Problems Corrected
- Viewing Appointments
- The program was allowing users without the appropriate security to
access the appointment records.
- Recurring Events
- The program would not let you enter multiple recurring patient appointments
for the same patient.
- Payment Receipt Report
- The receipt contained incorrect information.
- Administrator Utility
- When clearing a user login, if the user list is longer than one screen,
the scroll bar didn't work.
- Selecting Patients
- When selecting a patient for patient appointments, recurring events,
or applying a payment to multiple patients, selecting the Patient ID
tab caused the list to display strange information.
Changes and New Features
- 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.
Version 2.5.008 (5/4/2005)
[Top]
Problems Corrected
- Service Authorizations
- An authorization selected for a service dies not display when the
services is edited. The authorization is selected correctly, just not
displayed properly.
- Paging Aging Report
- 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.
- Importing Patient Insurance from The THERAPIST for DOS
- Some patient insurance imports with the incorrect employer.
- Importing Progress Notes from The THERAPIST for DOS
- Progress notes imported from DOS would not print correctly on the
case management report.
- Patient Statements
- The Cancel button did not cancel statement printing.
- Statement and Other Report 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
- Batch HCFA-1500 and Plain Paper Claims
- Added a Cancel button to halt printing.
- Patient Aging Report
- The patient aging report has two new options: excluding patients
with a zero aging balance and showing the daily balance as of the aging
date.
Version 2.5.007 (3/10/2005)
[Top]
Changes and New Features
- Running the Program
- The program would close after the splash screen if The THERAPIST
Pro had been disabled on this computer.
- Importing from The THERAPIST Pro
- Carriers were not being imported since The THERAPIST EZ version
2.5.005.
- Importing from The THERAPIST for DOS
- Some patient insurance imports with the incorrect employer.
Version 2.5.006 (1/4/2005)
[Top]
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.
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.
- Appointment Calendar
- Appointment notes would be duplicated on multiple lines.
- Progress Notes
- Adding multiple progress notes for a patient at a time would give
a duplicate key error.
- Facilities List
- Checking Show Inactives did not work.
- Payment Payer Name
- The payer name entered for the payment was not being displayed on
the transactions list or on statements.
- HCFA-1500 Provider Tax ID
- If a provider does not have a tax id but another provider, printed
earlier, does; it printed the tax id from the earlier provider.
- Payments on the Transactions List
- The payer name entered in payments is now displayed instead of the
patient, carrier, or responsible party.
- Entering Services
- New services ended up with a zero balance when a procedure code with
a fee schedule was entered but the user never went to the Money tab.
- Service Diagnosis Check Boxes
- Sometimes the check boxes for diagnosis codes to select for a service
were not displayed.
- Applying a Payment to a Service
- Right-clicking on the insurance fee due field caused an incorrect
amount to be placed in the patient fee due if there was a previous insurance
payment.
- Adding Adjustments to Services
- If a service adjustment was added while making a payment, the adjustment
was lost and the balances were incorrect by the amount of the adjustment.
- 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.
- Patient Statements
- Page footer text including the aging amounts and statement messages
was printing 0.1” too low.
- Plain Paper Claims Amount Paid
- The amount in the paid column was not being calculated correctly.
- Plain Paper Claims
- Cancelling a plain paper print before the claims are generated causes
some files to be closed inappropriately.
- Case Management Report
- Report was printing the first line of the diagnosis notes in the patient
section in addition to the diagnosis section.
- Claim Aging Report
- Amounts were not including taxes.
- Patient Ledger Report Adjustments
- The report did not correctly report interest write-off adjustments.
- Patient Ledger Report Totals
- Report totals were incorrect if interest transactions appeared on
the report.
- Patient List Report
- If phone numbers were included, numbers from other patients were included
for each patient.
- Offline Backup
- The program erased all existing files from the target drive and folder
before backing up so only one backup could be stored on a particular
disk or other backup medium.
Changes and New Features
- Inactivity Timeout
- On the program preferences, you can now set the number of minutes
of inactivity after which the program will automatically shut down.
- Zip Code Format
- On the program preferences, you can now set the format used to structure
zip codes for data entry.
- Patient Insurance Policy or Group Number
- The Policy or Group number used to fill HCFA-1500 box 11 was changed
from 20 to 30 characters.
- Patient Statements
- Payments will now include the check number if entered for payments.
- HCFA-1500 PIN and GRP Fields
- The PIN and GRP fields in box 33 were made wider to accommodate longer
numbers.
- HCFA-1500 Policy or Group Number
- The Policy or Group number in box 11 was changed from 20 to 30 characters.
- Case Management Report
- Added diagnosis notes to the diagnosis section of the report.
- Claim Aging Report
- Added the patient’s date of birth to the report.
- Day Sheets Report
- Added appointment notes to the report.
- Transactions by Date Report
- Added the check number for payments made by check.
- Date Field Names
- Changed internal field names for some date fields to include the word
“Date” so that the ODBC driver recognizes them as dates.
Version 2.5.004 (7/02/2004)
[Top]
Problems Corrected
- Case Management Report
- Diagnosis notes were not being printed, even if the box was checked
to print the notes.
- Patient Aging Report
- Report would sometimes be incorrect due to missed prepayments.
- Quick Backups
- The Refresh List button would crash the program.
- Importing Carriers from The THERAPIST Pro
- Carriers were not imported.
- Importing Couple and Family Patients from The THERAPIST Pro
- Couple and family patients names were blank. The program now tries
to find a name from a responsible party or insurance. All couple and
family patients will have a question mark as the first character of
the last name indicating that they should be changed.
Changes and New Features
- Quick Backups
- A small change was made to quick backup files to allow them to be
restored via the Offline Restore process.
Version 2.5.003 (6/14/2004)
[Top]
Problems Corrected
- Importing DOS Data
- Responsible parties were not being imported.
Changes and New Features
- Patient Statements
- Made the report 0.1" shorter to accommodate printers that cannot
print so low on the page.
- Provider Claims
- The internal provider number was added to the list for selecting a
provider. This makes the list consistent with other provider lists.
Version 2.5.002 (6/01/2004)
[Top]
Problems Corrected
- Religious Holidays
- The code was corrected to show certain religions holidays after 2006
on the appointment scheduler.
- Memorizing a Service
- Sometimes this would create a duplicate key error and the service
would not be memorized. This was not completely corrected in 2.5.001.
- Importing Data from The THERAPIST Pro
- Corrected several problems with importing data from The THERAPIST
1.0, 2.0, and Pro.
- HCFA-1500
- The Carrier override for the provider’s GRP number was printing
in the PIN number field.
- Claims would incorrectly rebill some services which had already been
billed and marked as billed.
- Claim Aging Report
- The report was not breaking or totaling by provider or by carrier.
- 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
- Patient List Report
- This new report can print patients for selected providers for all
patients, birthdays in one month, patients with a selected referral
source or by initial contact date. Options are available to show inactive
patients and to include telephone number detail.
- Backup Reminders
- Reminders are not shown when closing the program rather than when
starting it.
- Provider License
- A new state license number field was added to the provider options.
This license was added to the carrier option list of provider ID numbers
that can be forced into box 24k.
Version 2.5.001 (5/06/2004)
[Top]
Problems Corrected
- HCFA-1500 Print Margins
- Program was not saving the margins between print jobs.
- Patient Statements
- Statements for patients with a zero balance or no activiry were being
printed even if set to not print.
- Authorization Expiration Report
- Made the report narrower so that it would fit in the limited printable
area available on some printers.
- Idle Patient Report
- Report was erroneously excluding some patients.
- Restoring Offline Backup
- Program would not recognize and would not restore a valid offline
backup.
- Treatment Plans and Progress Notes
- Selecting a template when adding a treatment plan or progress note
did not fill in the text from the template.
- Transactions List
- Changing a service’s procedure code would change the procedure code
displayed on the list for other services. It was a display problem and
didn’t incorrectly alter data.
- Service Payer Fees Due
- Corrected setting the default fees due from the patient and insurance.
- Memorizing a Service
- Sometimes this would create a duplicate key error and the service
would not be memorized.
- Payment Date
- The new date was not displayed for payment applications if the payment
date was changed in the base payment.
- Importing DOS Data
- The import process did not import procedure codes.
- Tip of the Day
- Once the last tip had been viewed, it always opened onto the last
tip.
Changes and New Features
- Closing Authorizations
- Authorizations are now closed automatically—if appropriate—when adding
a service.
- HCFA-1500 (CMS-1500)
- 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.
|
