 |
The THERAPIST Pro Version 2.5 History
This page lists the version history for The THERAPIST Pro starting
with version 2.5.000. Version 2.5 was the initial release of The THERAPIST
Pro, and corresponded to branching The THERAPIST for Windows into two
products, The THERAPIST EZ and The THERAPIST Pro, both of which were released
as version 2.5.
View changes in The THERAPIST for Windows
1.0
View changes in The THERAPIST for Windows 2.0
View changes in The THERAPIST EZ 2.5
You can jump to any release by clicking a link below.
Click here to download the latest
maintenance release.
Version 2.5.033
(3/10/2010) [Top]
Problems Corrected
- CMS-1500 Claims
- On both printed and electronic version of the 1500 form, the name in box 9 was showing a comma when there was no "Other Insurance" name entered.
- Recalculating Authorizations
- When using the option to recalculate the authorization counts used, the program was using backwards logic to close ht authorization based on the expiration date.
- Windows Version
- The program was not detecting Windows 7 correctly.
- Installation Date
- The reported program installation date was incorrect.
Changes and New Features
- Claim Aging Report
- A new option allows the program to skip inactive patients.
Version 2.5.032
(12/28/2009) [Top]
Problems Corrected
- Access Codes and Key Codes
- Under some circumstances, the program wouldn't accept valid access and key codes.
- Access Code Requested
- On older installations, the program would begin asking for an access code.
Changes and New Features
- Simple Statement User-Modified Reports
- Corrections were made to the report to enhance band filtering.
Version 2.5.031
(12/7/2009) [Top]
Problems Corrected
- Required Fields Black on Black at startup
- Required fields on the startup wizard are displaying as black on black so the contents cannot be seen.
- Patient Statements
- Corrected a problem where finace charges could show up as credits.
- X12 Insurnace Claims
- Under some circumstances, the HI segment containing diagnosis codes was not generated.
- Entering a"Denied EOB"
- Corrected to update all Claim records for the selected payer and service rather than only one.
- Entering Access Code from Administrator Utility
- The screen was reporting the wrong Support ID.
Changes and New Features
- Information Button on About The THERAPIST Screen
- The Information button now opens the Support.exe program.
- Services by Provider Report
- Changed to group procedure codes with up to four modifier codes.
- Add-On Modules
- The Appointment Scheduler and Case Manager modules are now always enabled in the Sample practice.
Version 2.5.030
(7/23/2009) [Top]
Problems Corrected
- User-Modifiable Reports List
- The screen settings were not being saved.
Changes and New Features
- Viewing CMS-1500 Electronic Claims
- Using new configuration options, it is now possible to set the display font used when viewing CMS-1500 electronic claims.
- Electronic Claim Submission Number
- It is nopw possible to modify the submission number used in NSF and X12 electronic insurance claims. This is usually necessary only if a problem occurs and the number is reset or if you add a new claim receiver to the same payer or clearinghouse.
- X12 Submission Number
- A change was made to the formatting to avoid a possible blank space in the middle of the number.
Version 2.5.029
(4/24/2009) [Top]
Problems Corrected
- Patient Copayment
- Depending on the settings for responsible party responsibility, the patient copayment did not come across correctly when adding a new service.
- Printed CMS-1500
- The carrier option to blank box the referring provider's secondary ID in box 17a if the NPI is present in box 17b did not work.
- Marking Services as Billed
- In Windows Vista, when generating claims, either printed or electronic, marking claims as billed worked sporadically and sometimes not all.
- Viewing CMS/HCFA Electronic Claim Files
- A phantom "claim" showed up as the last claim with funky data. The problem was solely in the viewer, the junk claim did not exist in the claim file.
Version 2.5.028
(3/19/2009) [Top]
Problems Corrected
- Plain Paper Claims
- The footer section of the report was misaligned too far to the left.
- Crash When Adding Services
- Under certain circumstances, when adding a service, the program would sometimes crash and would leave a blank service on the patient's transaction list.
Version 2.5.027
(3/6/2009) [Top]
Problems Corrected
- Tax ID on CMS-1500 and HCFA-1500 Printed Claims
- Changed to fill box 25 with the new Provider-Carrier override fields when the provider's tax ID is overridden.
- Referring Provider ID on CMS-1500 and HCFA-1500 Printed Claims
- Changed to use the referring provider's Taxonomy code, if present, if no other is available.
- Plain Paper Insurance Claims
- The provider NPI on the service lines would not print.
- Case Management Report
- A problem in the Case Management Report caused some medication records to not print.
- X12 Electronic Claims: COB
- A problem in the generator prevented some COB records from appearing in the 2430 loop and allowed some that should not have appeared in that loop.
- X12 Electronic Claims: 2310D Loop
- The program now fills the Facililty ID and ID Qualifier in the REF segment of the 2310D loop when appropriate.
- X12 Electronic Claims: Authorization Numbers
- The THERAPIST now places a single authorization number rather than two in the 2300 loop. A more detailed reading the implementation guide implies that, while there can be 2 repeats of the authorization number, each repeat must have a different REF01 (G1 or 9F). The THERAPIST uses only G1 (prior authorization number) and not 9F (referral number).
- View/Edit CMS-1500 Electronic Claims
- The viewer would not open if there was only one claim form in the file.
- NSF Electronic Claims
- The program was putting the Initial Treatment date into EA0.07 rather than the Onset/Symptom Date or LMP Date as the specification indicates.
- Service Deductible
- The program was not filling in the amounts properly when instructed to move the deductible amount to the patient amount due.
- Service No Shows and Cancellations
- The THERAPIST was not calculating the correct payer fees when the practice was set to bill no-shows and cancellations at other than 100% of the full fee.
- Patient Statements
- Corrected a minor problem with aligning boxes and lines.
- Appointment Scheduler Group Appointments
- The program prevented selecting No Show as a status.
- Help Tips
- Several claim location help popups were corrected to reference the proper claim locations.
Changes and New Features
- All Printed and Electronic Claims
- A service will not be billed to the insurance payer if, on the service's Money tab, the Bill to Insurance amount for that payer is zero.
- Offline Backup
- The program now remembers you last selection on whether to include global data in the backup.
- Label Files
- Label files for statements, CMS-1500, and plain paper claims are now stored in separate files. Labels.tps is no longer used and was removed.
Version 2.5.026
(6/23/2008) [Top]
Problems Corrected
- Login Security
- Under certain circumstances, the program would not prevent a user from accessing a practice to which their
access had been restricted.
- Locked Records
- Sometimes, the program would allow unauthorized users to view and/or edit locked case records and patient
notes.
- Service Authorization
- If an authorization was attached to an existing service that previously had no authorization attached,
the new authorization counts were not incremented from the service.
- CMS-1500, Printed and Electronic
- A referring provider’s taxonomy code would not print in box 17a even when it was the only secondary
ID.
- CMS-1500, Electronic
- Corrected a problem that caused the SSN checkbox to be checked in box 25 even when using a SSN.
Changes and New Features
- CMS-1500 Tax ID Numbers
- Social security numbers and employer ID numbers that printed in boxes 17a and 25 were being formatted
with blank spaces rather than hyphens. Both are now represented as unformatted nine-digit numbers.
- CMS-1500 Box 17a
- A new carrier option lets you blank box 17a, the referring provider’s secondary ID, if the NPI
is printed in box 17b.
- Provider-Carrier Overrides
- The provider Tax ID override now allows overriding the entire Tax ID rather than only a extension.
- Forcing Authorizations to Close
- A new practice option lets you decide whether to automatically close authorizations when any of the limits
are reached or exceeded. Previously, authorizations were always closed with the limits were reached or
exceeded.
- Group Therapy Appointments
- Several corrections to setting status and assigning patients to an appointment.
- Adding Patients to Therapy Groups
- When a patient is added to a therapy group the program now automatically adds the patient to existing
appointments for dates in the future for that group.
- Locked Case Records
- Fixed the security that didn’t correctly prevent other users from viewing case records.
- X12 Electronic Claims
- Two new options give more flexibililty on what secondary Provider IDs will appear in claims.
Version 2.5.025
(2/15/2008) [Top]
Problems Corrected
- CMS-1500 Boxes 29, 32a, and 33a
- Corrected the position of the Total Paid in box 29, the NPI in box 32a, and the NPI in box 33a.
- X12 Claims
- Added missing code to fill the 2010BA.DMG segment when the patient is NOT the subscriber.
- Payroll Report
- Corrected date fields that were clipping the dates.
- Importing The THERAPIST EZ
- A problem prevented importing data from The THERAPIST EZ.
- Income and Payroll Reports
- Results were showing income and payroll for the wrong dates because incorrect dates were stored in the
data files. The problems in filling these dates was corrected and the data files are corrected when the
practice is opened.
- Adding Services for Group Appointments
- When creating services based on group appointments, the program was not using the patient's attendance
status to determine whether to create a service for that patient.
- Day Sheet Report
- The Ok button to print the report was disabled until a provider was actively selected or reselected.
Changes and New Features
- Authorization Status Report
- Made the report slightly narrower to accommodate printers that cannot print to a 0.25" right margin.
The new right margin is 0.35"
- Group Appointments
- Clarified and changed the way appointment status is set for the appointment as a whole and for each member
patient. You can now set a status for all active patients at once or individual patients and the status
now includes Cancellation and No Show so that services with those attendance statuses will be created appropriately.
Changes in patients' attendance status are now saved only if you save the appointments. Cancelling the
appointment will cancel changes in individual patients' attendance status.
- Therapy Groups
- Adding a patient to a therapy group will cause the program to ask whether to add the new patient to existing
group appointments for dates in future. Similarly, removing a patient from the group will cause the program
to ask whether the patient should be removed from existing group appointments for dates in the future.
Version 2.5.024
(11/1/2007) [Top]
Problems Corrected
- CMS-1500 and HCFA-1500 Form Alignment
- The Left margins on the form alignment didn't work correctly.
- Installation Programs
- Several corrections to handle less-common situations.
- Installing on Windows 95 and 98
- Corrected installations to work properly on Windows 95 and 98.
- Importing DOS Data
- Corrected a problem importing data from The THERAPIST for DOS.
Changes and New Features
- Added Provider Telephone Number for Claims
- Area Code and Telephone Number fields were added to the Claim
tab on the provider screen. This is in addition to the telephone number list and is used to populate the
telephone number on the new CMS-1500 claim form.
- X12 Claims
- The message at the end of generating claims that shows the total number of claims generated
now also shows the total claim dollar amount. The count and dollar total are also placed into the Windows
clipboard so that they can be pasted into another program.
Version 2.5.023
(8/29/2007) [Top]
Problems Corrected
- CMS-1500 Procedure Code Alignment
- The procedure codes were printing too far to the right.
- Patient and Insured Name Format on CMS-1500 Claims
- The names in boxes 2, 4, and 9 now use the appropriate format from the official form specification.
- CMS-1500 Days or Units
- Corrected so that units less than 1.00 will be displayed correctly without rounding.
- CMS-1500 and HCFA-1500 Box 31 Date
- Corrected the conditions for applying the signature on file date that ignored the Signature on File check
box and looked only for the presence or absence of a siagnature date.
- Plain Paper Insurance Claims
- When printing a claim for a single patient, only the selected insurance would print. "Other insurance" was
blank.
- CMS-1500 Electronic Claims
- The program would generate claims for the incorrect date range or would not generate any claims.
- Viewing X12 Electronic Claims
- Corrected a problem that would give an error message about either a duplicate loop or a missing segment
definition. The error prevented displaying the claim file.
- X12 Electronic Claims
- The generator was changed to ensure unique numbers for each claim batch in ISA13, IEA02, GS06, GE02, and
BHT03. Previously, users with multiple practices would generate claim batches with numbers for one practice
duplicating numbers for another.
- Error on NSF Claims
- A duplicate key error occurred after generating the claims when marking claims as billed.
- Provider Payroll Report
- Sometimes the column headers on the first page didn't match to or align with the data columns.
- Deposit Slip Provider Summary Report
- The report would not report all patients paid on a multi-patient payment.
- Print Preview
- Corrected the screen preview for some user-modifiable reports.
- Recurring Appointments
- Sometimes the program would miss creating some appointments.
- Memorized Services
- Some recently added service fields were not being memorized.
- Corrected Message Log
- Some fields in the message log were not being filled correctly.
Changes and New Features
- Windows Vista Compatibility
- Numerous changes to the program and to the installer were made to make The THERAPIST compatible
with Windows Vista.
- Service Billed to Insurance
- Changed to make a service billable to insurance by default when the patient has insurance.
- Date Format on Printed CMS-1500 Claims
- Printed claims now use the carrier's date format settings for all dates except box 24 for which there
is no flexibility due to the limited space for the service dates.
- Plain Paper Insurance Claims
- Plain paper claims now include the billing and rendering provider NPI numbers.
- NSF Electronic Claims
- The generator was updated to fill the NPI for billing providers, rendering providers, supervising physicians,
referring physicians, and laboratories in the appropriate locations.
- Importing Data from DOS
- Corrected the import process so that it doesn't fail with folder names longer than 8 characters.
- Message ID
- A message ID number has been added to some warning and other message windows. This will make it easier
for technical support to assist with problems.
Version 2.5.022
(5/22/2007) [Top]
Problems Corrected
- Codes Module
- The codes module installer would crash with a cryptic error message.
- X12 Claims Provider NPI
- The program would sometimes put in the wrong qualifier code in NM108.
- X12 Claims Missing Provider ID
- The provider ID was missing in 2010AB.NM109.
- X12 Claims CRC Segment
- Sometimes the 2400.CRC segment contained erroneous information.
- Importing from The THERAPIST EZ
- The import was not bringing in the new Provider and Service fields.
- Program Startup
- The THERAPIST now opens a little faster, especially on networks.
Changes and New Features
- Electronic CMS-1500
- The THERAPIST can now generate CMS-1500 print image claims in the new format. This is a new generator
type so you will have to add a new Receiver and select the appropriate Carriers to bill using the new
format.
- Duplicate ID numbers on the CMS-1500
- The specification for the new CMS-1500 indicates that if an ID is the same in box 24j and box 33, the
box 24j ID should be left blank. Because the CMS-1500 specification is not a legal mandate, some payers
require that the IDs in box 24j be printed even if they are the same as the corresponding IDs in box 33.
A new Carrier option allows this for printed claims and a Generator Option for electronic claims.
- CMS-1500 NPI Overrides
- Some payers are requiring specific, non-standard NPIs in boxes 24j and 33a. You can now override these
values for every provider-carrier comnbination.
- CMS-1500 Reserved Box 19
- On the new form, this field can be two lines and The THERAPIST now support both lines. They are
set in the Patient's Insurance record.
- CMS-1500 Provider Signature Date
- For both the old and new CMS-1500 forms, printed and electronic, if the provider has Signature on file
checked and a date entered, that date will be used for box 31 instead of the claim date.
- EDI Access Number
- Often used by payers as a software vendor number, this new field was added to the Generator Options for
receivers using the X12 format. It appears in X12 claims in the 1000A loop, PER segment in your choice
of the first, second, or third position.
Version 2.5.021
(2/13/2007) [Top]
Problems Corrected
- Patient Aging Report
- When selecting multiple providers to print, it only printed one provider.
- Patient ID Numbers
- If patients were being added on multiple workstations at the same time,
they would have been assigned the same default patient ID.
- Statement Aging
- Services with outstanding balances and a due date in the future showed
up as 120 or more days past due aging.
- Creating Services from Appointments
- When checking the box for a completed service while adding a new appointment,
services were not added.
- Appointment Scheduler Exclusions Dates
- The schedule was not showing excluded dates as unavailable.
Changes and New Features
- CMS-1500 Box 33 Provider IDs
- New settings in the provider preferences let you set the NPI and secondary
ID for box 33. This is in addition to the NPI and secondary ID information
filled into boxes 24i and 24j. The secondary IDs for both locations can
now be overridden for selected carriers.
- CMS-1500 Service Supplemental Information
- In accordance with the new specification, the supplemental information
is now three fields. The first begins above box 24a and extends through
box 24f and was expanded to 57 characters in length. Boxes 24g and 24h
(Days or Units and EPSDT) each have their own supplemental information
fields with code lookups.
- CMS-1500 Specification Document
- When in the setup screens for printing the CMS-1500, the Specification
Document button will open the document for either the old or new form
depending on which form is selected at the top of the screen.
- Tax Rate
- To accommodate a change in the tax rate in Hawaii, the rate will now
accept three decimal places.
Version 2.5.020
(1/8/2006) [Top]
Problems Corrected
- Accept Assignment
- Corrected a problem that set carriers' Accept Assignment for CMS-1500
forms to No.
Changes and New Features
- Codes Module
- The Codes Module will now return to The THERAPIST after updating
the codes.
Version 2.5.019
(12/22/2006) [Top]
Problems Corrected
- NPI Validation
- The routines that validated provider NPIs was incorrect so that it would
not allow entering a valid NPI.
- Plain Paper Insurance Claims
- On batch claims, the carrier and subscriber information were blank.
Version 2.5.018
(12/1/2006) [Top]
Problems Corrected
- Patient List
- Corrected a problem added in 2.5.017 that prevented selecting the
right side buttons using the Tab key.
- Appointment Calendar
- The available times were shown as extending one time slot later than
they should. In other words, if a provider was set to be available from
8am to 11am, the calendar would show availability from 8am to 11:15am
if the display is in 15 minute increments.
- Payment Notes
- Payment notes on the transactions list were sometimes being shown for
the wrong payment.
- Minimum Finance Charge
- The program was calculating the minimum finance charge for each service
rather than for the statement total.
- Authorization Dollars Used
- The number of authorized dollars used (paid) was not being accumulated
when an insurance payment was made.
- Payment Payer Name on Statements
- Some payments were showing the wrong payer name.
- Claim Aging Report
- The report was assigning EOB Dates (and thus "Closing" claims)
to claim records if any payment was received, even patient payments.
- Identifying Pay-To Providers
- In X12 electronic claims, the "Pay-to provider in electronic claims
should be filled from the service provider" check box on the Remittance
tab now correctly sets the provider name in the 2010AB.NM1 segment to
the name of the service provider when checked. This loop and segment are
generated only if the "Use separate remittance name…" check
box is also checked. This has not changed.
- Identifying Pay-To Providers
- In X12 electronic claims, the "Pay-to provider in electronic claims
should be filled from the service provider" check box on the Remittance
tab now correctly sets the provider name in the 2010AB.NM1 segment to
the name of the service provider when checked. This loop and segment are
generated only if the "Use separate remittance name…" check
box is also checked. This has not changed.
- Too Many REF Segments Generated in 2010AB
- Some times the program would generate too many REF segments.
- X12 Claim Viewer
- Some common claim file errors were not reported correctly.
- Billing and Pay-To Providers The Same on X12 Claims
- For certain combinations of settings, the program would generate a pay-to
provider loop (2010AB) for the same entity as the billing provider loop
(2010AA).
- Claim Communications Program
- The THERAPIST was not running the specified communications program
after electronic claim files were generated.
Changes and New Features
- New CMS-1500 Claim Form
- The THERAPIST can now print to the new 08-05 version of the CMS-1500
form. This is a selection at the top of the printed claims setup screen
for both single patient and batch mode.
- New Fields to Support CMS-1500 Claim Form
- Several new fields were added to the program to accommodate the new form.
To Facilities (and the Carrier Facility overrides), added a new ID Qualifier
code. The ID Qualifier code was also added to facility section of patient
cases.
- New NPI Fields
- Added NPI fields to Providers and to the Practice. The NPI on the ID
codes list for the Practice and Providers has gone away.
- Hospice Employees
- The program now support the 2400.CRC segment in X12 electronic insurance
claims used to identify providers who are (or are not) hospice employees.
A new setting in the provider record determines whether this segment
is generated and how it is filled.
- Tile Open Windows
- New options were added to the Window menu to tile open screens.
- Selecting a QuickBooks Account
- Now all appropriate account types are shown and can be selected.
Version 2.5.017
(7/24/2006) [Top]
Problems Corrected
- Problems Switching Practices
- A problem that wouldn't allow another practice to be opened, usually
with a "No Providers" message, was corrected.
- Fractional Units on CMS-1500
- When the settings for formatting the units is 2 or 3 characters and
zero implied decimal places, the program will now print fractional units
(such as 1.5) whenever possible.
- Authorizations Linked to Services
- The program was ignoring the authorization date when linking authorizations
to services and an authorization that had an authorization date in the
future could have linked to a service before it was authorized.
- Authorization Expiration Report
- The report was listing authorizations that did not meet the limitation
criteria of the report and it was including inactive patients.
- Duplicate StationIDKey in UserLogin
- When logging into The THERAPIST multiple times on one server
via terminal services, a duplicate key error occurred on the UserLogin
file.
- HCFA-1500 Claims
- When billing a payer for taxes on a separate procedure code specified
in the Carrier record, the program would lock up.
- X12 Electronic Claims
- Code AB in 2300.CLM11 was not being filled when the abuse indicator was
checked in the Case record.
- Patient Statements
- The payer name for payments was sometimes showing the wrong payer.
- Windows Remote Access
- The program was modified to allow multiple users to access The THERAPIST
via Remote Access Server or other mutli-user remote accessing schemes.
Changes and New Features
- Selecting a Provider
- On the patient list when viewing patients by provider and on the appointment
scheduler, you can now press the letter of the first name to quickly
jump to a provider. If more than one provider's first name starts with
the same letter, hitting the letter key again will move to the next provider
with a first name starting with that letter.
- Patient Notes
- Changed to start at the last note in date order.
- Patient Statements
- Added a new statement option to clear the provider's statement footer
text.
- Patient List by Provider Report
- Under the Patients with Phone heading, a new report called "Patient
by Provider by Name with Phone Numbers" was added.
Version 2.5.016
(6/13/2006) [Top]
Problems Corrected
- Adding Adjustments While Applying Payments
- If one or more service adjustments were added when applying a payment
to a service, the balance was not calculated correctly.
- Deleting a Payment
- If a payment was deleted, sometimes the the balances on services that
had been paid by the deleted payment were miscalculated.
- Login Security
- Plugged several holes in the login security that would have let users
without the appropriate security to make changes.
- Primary and Referring Physician NPI
- The size of the NPI field was changed from 8 to the needed 10 characters
for an actual NPI.
- NSF Electronic Claims
- Sometimes a patient would be included even though no services were being
billed.
- NSF Electronic Claim Authorization Numbers
- The authorization number in DA0.14 was not being filled. Made it to put
the authorization number in DA0.14 only for primary payers.
Changes and New Features
- Provider NPI
- The program will now make sure that any entry for a provider, outside
physician, or facility is a valid ten-digit NPI.
- Patient Statements
- Changed to obtain the payment payer name from the name entered in the
base payment.
- Font Installation
- Installing the Micre font is now optional. This is because some users
do not have appropriate system rights to install this font. When not
installed, the Micre font file will be placed in the program folder so
that it can be installed by someone with appropriate security rights
to do so.
- Recalculating Patient Balances
- Corrected the problem where the Cancel button didn't work.
- X12 Electronic Claims
- You can now force generation of the 2430 loop when the primary payer
has paid. This fills SVD05 with the service units.
Version 2.5.015
(2/22/2006) [Top]
Problems Corrected
- Patient Ledger
- Ledger reports that included adjustments were reprinting the last transaction
read rather than the adjustment.
- X12 Electronic Claims
- The program could have generated a 2430 loop for the payer being
billed. The implementation guide specifies that this loop is only for "Other
Payers" defined in the 2330B loop.
- MDI Window Error
- If the user who logged into the program when it is started had note alerts,
the program would generate an error and not let the user into the program.
- User Notes List
- The notes on the list were showing two strange characters if there were
line breaks entered into the note.
- Statement Options
- Removing the check on the appearance tab for " Use the upper portion
of the statement as a remittance ticket" does not get saved so next
time statements are run, it comes back as checked.
Changes and New Features
- New X12 Claim Option
- A new receiver option allows the program to generate a 2430 loop and
SVD segment on secondary claims even if no claim adjustment reason codes
have not been entered if the primary payer has paid or an EOB date was
entered for the service.
- X12 Electronic Claims
- The program will now generate a new 2300 loop and its dependent loops
when there are more than the allowed 50 services in the 2400 loop. Previously
the claim generation was cancelled when there were more than the allowed
50 services in the 2400 loop.
Version 2.5.014
(12/30/2005) [Top]
Problems Corrected
- Patient Ledger Report
- Printing the report would lock up The THERAPIST.
- Services by Patient Category Report
- Report did not group services or total them correctly.
- Selecting Data for Offline Backup
- The practice IDs and last backup dates were wrong.
- Error Recalculating Balances for All Patients
- An error would occur when trying to recalculate balances for all patients.
- CMS-1500 Electronic Claims
- The Carrier option to force the service provider name and practice address
to fill box 32 did not work on electronic claims.
Changes and New Features
- Patient Statements
- Payment adjustments now show as either Refund or Reverse.
- Claim Aging Report
- Printing this report is now faster.
- New User Modifiable Reports
- Reports under the Patients heading:
- Patient List by Provider
- One Patient #10 Envelope - Landscape
- One Patient #10 Envelope - Portrait
Version 2.5.013
(11/28/2005) [Top]
Problems Corrected
- Patient Payments Setting EOB Date in the Service
- Sometimes, patient payments could set the EOB date for insurance to the
payment date.
- Printed and Electronic Claims
- This affected only Couple and Family patients on NSF, CMS-1500, and
plain paper claims. When looking up the responsible party, which is
the "patient" when
the patient is a couple or family, the wrong responsible party record
was retrieved.
- Plain Paper Insurance Claims
- The amount paid for a service was not including all selected payments.
- Insurance Claims for Couple and Family Patients
- The patient information was not being obtained from the selected responsible
party as it should.
- X12 Generator Options
- Corrected the Usage Indicator selection so that, when changed from
Test to Production, it now sets the Transmission Type field to "004010X098A1" rather
than the older version, "004010X098".
- X12 Fields Being Filled
- Corrected the claim format so that the name fields of 2330E.NM102 and
2330H.NM102 are no filled as per the X12 Implementation Guide Addendum
1.
- X12 2420A Loop
- In certain circumstances, the rendering provider ID could have been pulled
from the wrong provider.
- Statement Interest Payments
- Corrected statements so that interest payments will be shown if payment
detail option is enabled.
- Statement Previous Balance of Zero
- Corrected the statements so it will not show a previous balance of zero.
- Provider Signature Image on printed CMS-1500
- When printing a batch for multiple providers, each time the provider
changed in a batch, the signature got smaller and smaller.
- Exporting Credit Card Payments to QuickBooks
- If income from credit card payments was exported to QuickBooks, the program
would crash with a file usage error.
- Patient No-Show and Cancellation Counts
- The counts were not being incremented when services were created from
memorized services.
- Zero Patient Account
- If there was a discount or write-off entered on a service, zeroing the
patients account caused the service to no longer balance and thus the
patient or insurance balance for the patient was non-zero. This would
only be seen if the patients account was recalculated after zeroing.
- Appointment Recurring Events
- Corrected a problem where events were added for each week when weekly
events were not selected to appear every week but were supposed to skip
one or more weeks.
- Appointment Day Sheet Report
- Fixed a problem where the default date skipped Friday appointments and
erroneously used a Saturday or Sunday date.
Changes and New Features
- X12 Provider NPI
- Because acceptance among payers of provider NPI will take place over
several years, a generator option for X12 receivers has been added
to ignore provider NPIs. When checked, the NPI entries for providers,
physicians, and facilities are ignored as if they were not entered.
- Payment Adjustments
- Changed payment adjustments so that they can either be a refund or
a bad payment reversal (bad check, rejected CC payment, counterfeit
bill).
- Patient Statement Options
- Changed the way patient and responsible party payers are excluded
from printing due to zero and credit balances and no activity. These are
check boxes on the Print Options tab of the statement setup screen. It
now selects patients as follows:
| Condition |
Prints |
| Zero or Credit Balance is checked and No Activity is checked |
All selected patients |
| Zero or Credit Balance is checked and No Activity is not checked |
Only if there is activity |
| Zero or Credit Balance is not checked and No Activity is checked |
Only if a debit balance |
| Zero or Credit Balance is not checked and No Activity is not checked |
Only if debit balance & activity |
- Patient Statements Payment Details
- When electing to show payment application details, amounts applied to
interest are now printed.
- Refunds on Statements
- Changed statements to always include refund adjustments, even if not
showing other adjustments.
- Patient Ledger Report
- Changed to show adjustments by the adjustment date rather than the date
of the adjusted transaction.
- User-Modifiable Reports
- A new report namedPatient Insurance List by Provider was added to the
Patient Insurance by Patient category.
Version 2.5.012
(8/22/2005) [Top]
Problems Corrected
- Patient Payments Setting EOB Date in the Service
- Sometimes, patient payments made using the Auto Apply Payment wizard
could set the EOB date for insurance to the payment date.
- X12 Claims
- The provider carrier override for 2310B.PRV03 and 2420A.PRV03 was
picking up the specialty code instead of the the taxonomy code.
- X12 Claims Billing Secondary Insurance
- The program was ignoring the Carrier setting for when to bill secondary
claims.
- CMS-1500 Printed and Electronic Claims
- When services for a patient are associated with different Case or
Diagnosis records, the diagnosis code references in box 24E could be
missing or incorrect.
- CMS-1500 Medicaid Resubmission Code
- When printing claims for a single patient from the Print button of
the patient list, the Medicaid Resubmission Code was not being printed.
- Provider Signature Image on printed CMS-1500
- With each claim printed in a batch, the signature got smaller and
smaller.
- Review Claims
- Sometimes the priority (primary, secondary, etc.) reported when reviewing
claim batches is incorrect for CMS-1500 Print Image claims.
- Rebilling Services
- If a service was marked to be rebilled to insurance, it was not always
being billed.
- Viewing X12 Claim 997 Errors
- Erroneous errors were being reported for all elements of a segment
that contained an error in any element.
- Patient Insurance by Carrier User Modifiable Report
- The calculated field for the subscriber whole name was incorrectly
named.
- Patient Insurance by Patient User Modifiable Report
- The calculated field for the subscriber whole name was incorrectly
named.
Changes and New Features
- HCFA-1500
- All references to HCFA-1500 were changed to CMS-1500.
- Paying Interest
- A new practice option allows you to have the program ask whether a
patient payment should first be applied to outstanding interest. If
not enabled, the program will work as it did previously and will automatically
apply patient payments first to outstanding interest.
- Amounts Paid on CMS-1500 and Plain Paper Claims
- Changed so that the practice option will control whether payments
appear on claims unless overridden for a particular payment amount applied
to a service. The practice option is to never include the payment, always
include the payment, or use the carrier settings which let you determine
which kind of payments will be included.
- Patient Notes
- Patient demographic notes are now visible as the rightmost column
on the patient list.
- Transaction Notes
- Service and Payment notes are now visible as the rightmost column
on the transaction list.
Version 2.5.011 (6/14/2005)
[Top]
Problems Corrected
- Appointment Calendar
- The program was incorrectly identifying appointments as overlapping
another appointment.
- HCFA-1500 Electronic Claims
- When the program was marking services, a duplicate key error occurred
preventing marking the services as billed.
Changes and New Features
- Viewing Claims
- When viewing claims from the Billing Menu or from the Generated Claims
button on the patient list, the most recent claims are now shown at
the top of the list instead of the earliest.
Version 2.5.010 (5/20/2005)
[Top]
Problems Corrected
- Electronic Claims
- When the program was marking services as billed, an error message
occurred that a window is already open. This prevented marking the services
as billed.
- Batch Printed HCFA-1500 claims
- Claims would not print. This problem was inadvertently added in version
2.5.009.
- Adding Appointments
- The program would sometimes incorrectly identify appointments as overlapping
and not allow adding the new appointment. This problem was inadvertently
added in version 2.5.009.
- User-Modifiable Reports
- Reports in the Services by Performing Provider category would not
display the field PAT:CalcWholeName.
Changes and New Features
- Adding Services from Memorized Services
- When adding a service based on a memorized service and the patient
has multiple cases (requires Case Manager option), and the Case associated
with the memorized service is not the most recent Case, the program
now allows you to select either the memorized Case or the most current
one.
- Special Services User-Modifiable Report
- This report in the Services by Performing Provider category was cleaned
up and made to look like the built-in reports.
Version 2.5.009 (5/9/2005)
[Top]
Problems Corrected
- Default Service Fees
- When entering a service where the primary insurance carrier's payment
plan type (on the Contract tab) is set to capitated or case rate, it
put the balance after copayment into the contract write off but didn't
place the same amount in the fee due from that carrier.
- Appointment Calendar
- Users without the security rights to edit appointments were still
able to do so.
- Recurring Events
- The program would not let you enter multiple recurring patient appointments
for the same patient.
- Progress Notes from Service Screen
- When you click the 'Progress Note for This Service' button on the
Notes tab of a Service, it brought up the wrong progress note.
- Patient Statements
- The Cancel button did not cancel statement printing.
- Generating X12 Claims
- The error log erroneously reported missing data in ISA02, ISA04,
2010AA.REF02, 2300.CLM11.1, 2310B.REF02, and 2420A.REF02.
- Other Insurance on X12 Claims
- The program was including insurance that was not active, according
to the effective and termination dates, during the range of service
dates in the claim.
- Credit Card Report
- Report was not selecting the correct payments to report.
- Insurance Balance Report
- Report included services with no insurance balance. Other cosmetic
problems were also corrected.
- Payment Receipt Report
- The receipt contained incorrect information.
- User-Modifiable Reports
- Reports including those in the Payments by Performing Provider heading
would generate an error if the provider whole name field was used in
the report.
- Change Log
- When attempting to log changes, a file error occured.
- Administrator Utility
- When clearing a user login, if the user list is longer than one screen,
the scroll bar didn't work.
Changes and New Features
- Batch HCFA-1500 and Plain Paper Claims
- Added a Cancel button to halt printing.
- Appointment Calendar
- Added shortcut keys: Ctrl+T takes you to today's date, Ctrl+W takes
you to the working date.
- Weekly Calendar
- Added shortcut keys: Ctrl+T takes you to the week containing today's
date, Ctrl+W takes you to the week containing the working date, Ctrl+P
takes you to the previous week, Ctrl+N takes you to the next week.
- New "Refunds by Date" User-Modifiable Report
- This new report in the Patient Transactions with Adjustments heading
shows all payment refunds by provider by date.
Version 2.5.008 (3/10/2005)
[Top]
Problems Corrected
- Aging Reports
- Prepayments were not correctly displayed.
- Credit Card Report
- The report was not reporting all credit card payments in the selected
date range.
- Appointment Reminders
- The report setup was not allowing entry of a date range into the future.
- Appointment Reminder Labels
- Sometimes the report would lock up the program.
- Single patient HCFA-1500 and Plain Paper Claims
- The insurance balances on the services list was not including the
insurance write-offs.
- Plain Paper Claims
- Sometimes, especially when printing secondary claims, the report would
hang the program.
- Change Log
- The THERAPIST sometimes deleted logs of changes to critical file
records even though set to never delete records.
- Importing from The THERAPIST for DOS
- Some patient insurance imports with the incorrect employer.
- Statement Settings
- Whenever installing an update, the statement settings were lost. This
update will be the last in which these settings are lost.
Changes and New Features
- User-Modifiable Reports
- Virtually all fields in the available files are now in the dictionary
for use.
- Aging Reports
- The patient and insurance aging reports have a new option to show
the daily balance as of the aging date.
Version 2.5.007 (1/4/2005)
[Top]
Problems Corrected
- Memorized Services
- The diagnosis code description was often not displayed.
Changes and New Features
- Tools Menu
- Added a menu item to run the code installation program.
- Procedure and Diagnosis Codes
- The codes installation program was updated to the codes for 2005.
- Report Headers
- For the following report headers, moved some or all of the "Other"
files into the "Processed Files" structure so that their fields
can be used in filters.
Patients
Patients With Phone
Patients By Referral Source
Patients By Referral Source With Phone
Patient Transactions with Payment Details
Services
Services by Patient
Services by Performing Provider
Payments by Patient Provider
Payments by Patient Provider with Applications
Payments by Performing Provider
Patient Payments
Payments by Carrier
Payments by Carrier with Applications
Version 2.5.006 (12/8/2004)
[Top]
Problems Corrected
- X12 Electronic Claims
- Claims were not generated for many patients who had eligible insurance
and services.
Version 2.5.005 (11/22/2004)
[Top]
Problems Corrected
- Program Crash
- The program could crash when using the program preference setting
to close the program after a period of inactivity.
- Service Case Link
- If a different case was selected on Modify Service Links, the case
information was cleared.
- Carrier ID Selection for HCFA-1500 Box 24k
- The program would not remember the ID selected.
- Service Diagnosis Check Boxes
- Sometimes the check boxes for diagnosis codes to select for a service
were not displayed.
- Service Adjustments Added When Applying Payments
- Service adjustments added via the Adjustments button when a payment
was being applied would not be added although the service would still
show the adjustment amount.
- Seleting Services to Pay
- If an adjustment was added to a service, it was erroneously diplayed
for all services below it on the list.
- Applying Payments
- Applying a payment to a service that has one or more insurance EOB Dates
entered, would clear the existing EOB Dates.
- Auto Apply Payment Wizard
- When applying a payment to a service using the Auto Apply Wizard,
the statement comments were cleared.
- Payments on the Transactions List
- The payer name entered in the payment is now displayed instead of
the patient, carrier, or responsible party.
- Memorizing a Service
- Categories changed when editing the service were not memorized.
- Memorized Service Balance
- The program incorrectly determined that a correctly balanced memorized
service was not in balance.
- Statements
- After importing from DOS, the check boxes to include the individual
on statements was not checked for patients and responsible parties.
- Printed and Electronic HCFA-1500
- If a provider does not have a tax id but another provider, printed
earlier, does; it printed the tax id from the earlier provider.
- X12 Claims: Units of Service
- Program would still not suppress the leading zero if units were less
than one even after the chances in 2.5.004.
- X12 Claims: Type of Service Code
- Changed to not fill 2400.SV106, the Type of Service code which is
Not Used in the Implementation Guide.
- Plain Paper Claims
- Canceling a plain paper print before the claims are generated causes
some files to be closed inappropriately.
- On batch claims, the last service for a patient multiple times was
printed instead of the actual services.
- Case Management Report
- Report was printing the first line of the diagnosis notes in the patient
section in addition to the diagnosis section.
- The report would sometimes exclude items that occurred on the starting
date of the report.
- Patient Face Sheet Report
- Patient Insurance was not printed if an eligibility termination date
is entered, even if the date was in the future.
- Patient Ledger Report
- The report did not report interest write-off adjustments.
- The program would mis-report the patient’s adjustment total
if any interest transactions were present.
- Patient Alert Window
- If the window was stretched to make it larger, the fields changed
size and were unusable. Window will no longer change size.
- Carrier Payment Source
- The Payment Source code field was changed from 1 to 2 characters to
match the equivalent field in patient insurance for which the carrier
field is the default.
- Importing data from The THERAPIST EZ
- Carriers would not import from EZ to Pro.
- Patient phone numbers would not import from EZ to Pro.
- Recurring events would not import from EZ to Pro.
- Patient insurance was not linked to services unless the service had
an insurance payment applied to it.
- Importing from DOS
- Imported patients and responsible parties were not set to print statements.
Changes and New Features
- Patient Lookup
- The patient lookup screen called when making a patient appointment
now shows the warning icon when a patient’s warning checkbox is
checked.
- Appointments
- You can now set an appointment status to Not Confirmed, Confirmed,
Arrived, or Attended. Previously, this was just a check box for Confirmed.
The appointment calendars and appointment list will show Confirmed with
a telephone icon as before and the Arrived and Attended will show as
a yellow and green check mark respectively.
- Appointment Calendar
- The screen can now be set to automatically refresh on a customizable
timer. This allows appointments to display that have been added or changed
on a different networkstation.
- Patient Insurance Entry Screen
- A new button was added to the Eligibility tab to view or edit the
associated Carrier record.
- Insurance Policy/Group Number
- The field was increased in size from 20 to 30 characters.
- Appointment Refresh
- Whe a new check box on the daily appointment calendar, you can now
tell the screen to automatically refresh from data changed by other
network workstations.
- Day Sheets Report
- The report now prints appointment notes.
- Edit Carrier
- A button was added to patient insurance to view or edit the associated
Carrier record.
Version 2.5.004 (8/19/2004)
[Top]
Problems Corrected
- Crash When Cancel Adding a Service
- The program would crash when you add a service then cancel before
saving it.
- HCFA-1500 Print Alignment
- Previous alignment settings were not being recalled on subsequent
reports.
- HCFA-1500 Electronic Claims
- Generated the same service multiple times instead of the actual services.
- Some patients were not being included.
- HCFA-1500 Electronic Claim Viewer
- Would only show the first two claims.
- Claims after the first were shown on the wrong lines.
- The program was not remembering the screen size and position.
- Patient Appointment List
- Appointment notes were not listed.
- Facilities Not Displayed
- The Facilities list did not show the facilities that were added.
- Claim Adjustment Reason Codes
- Reason codes were not linked to the appropriate headers.
- X12 Claims: Units of Service
- Program did not suppress the leading zero if units were less than
one.
- Physician Mailing Labels and Form Letters
- Typing the physician’s last name would not jump to that physician.
Changes and New Features
- Patient Categories Report
- You can now exclude inactive patients from the report.
- New User Modifiable Report Heading
- Patient Transactions with Payment Details is a new heading, similar
to Patient Transactions with Adjustments but instead including details
of payments applied to services.
- Purge Old Appointments
- An option was to the Tools menu to purge old appointments. Services
associated with the deleted appointments are not deleted.
- Date Field Names
- Changed field names for some date fields to include the word “Date”
so that the ODBC driver recognizes them as dates.
- Recalculate Authorized Procedures
- On the entry screen for authorized procedures, you can now right click
or press F2 on the amounts used fields to recalculate from the services
rendered for the selected authorization.
Version 2.5.003 (6/28/2004)
[Top]
Problems Corrected
- Patient and Insurance Aging Reports
- Reports would sometimes be incorrect due to missed prepayments.
- Plain Paper Claims
- Nothing printed when printing a claim for the selected services of
a single patient.
- Printed the same service multiple times rather than the actual services
that should be printed.
- Quick Backups
- The Refresh List button did not work properly.
Version 2.5.002 (6/16/2004)
[Top]
Problems Corrected
- Patient Statements
- The total balance heading in the footer was printing in the wrong
position.
- Case Management Report
- Diagnosis notes were not being printed, even if the box was checked
to print the notes.
- Service Authorizations
- Trying to lookup an authorization on the Service Links screen gave
an empty list.
- Sometimes one authorization was listed twice on the Service Links
screen.
- When upgrading from versions 1.0 and 2.0, the authorization link was
occaisionally connected to the wrong payer.
- Authorization Counts
- Sometimes the visit and other amounts totaled from a service were
incorrect. This could result in authorizations being closed.
- Authorization Expiration Report
- Report did not print any authorizations.
- Services
- When adding a service, the “Update managed care counts”
setting was unchecked.
Version 2.5.001 (6/11/2004)
[Top]
Problems Corrected
- Old Data Files
- When upgrading from an earlier version, the old data files were not
being deleted.
- Automatic Network Update
- The program was mistakenly set to automatically update itself from
its own installation.
- Fee Schedules
- The fee schedules for procedure modifier codes were not updated when
batch updating scheduled fees.
Version 2.5.000 (5/21/2004)
[Top]
Problems Corrected
- X12 Electronic Claims
- Removed generating a REF segment for Blue Cross Provider Number in
the 2310B, 2310E, and 2420A loops (rendering provider, supervising provider,
and service level rendering provider respectively) because this is not
a valid ID for those locations.
- HCFA-1500 and Plain Paper Claims
- If the patient had multiple diagnosis records (complete records, not
multiple codes on one diagnosis), services referencing the same diagnosis
code were sometimes being split over multiple claims. This affected
bothe printed and electronic versions of the HCFA-1500 and printed Plain
Paper claims.
- Case Management Report Options
- When initially selected, the move down button on the list did not
work.
- Popup Calendar
- On some date fields, the popup calendar would not pop up.
- EOB Dates
- The program was not updating the generated claim EOB date if the EOB
date was entered while making a payment.
- The program was not updating the service's EOB date if an EOB date
was entered in the generated claim.
- Deductible
- Entering a deductible on a service did not update the generated claim
record.
- Creating a Service from an Appointment
- Cancelling when creating a service from an appointment leaves appointment
checked as completed.
- Changing Practice
- When changing to another practice, the alerts list would come up but
immediately close.
- No-Shows and Cancellations
- The Practice setting for billing no-shows and cancellations didn’t
do anything. Now, if set to not bill, they will not appear on statements.
New services with these statuses and those with the status changed to
no-show or cancellation will have the total fee amount set to zero.
If the practice setting is to bill a fixed amount, this amount will
be filled into the total service fee. If the practice setting is to
bill a percentage of the fee, the percentage will be calculated when
a procedure code is entered or when a fee is entered directly.
Changes and New Features
- Power Options Standard
- The following Power Option features are now standard:
- Export income to QuickBooks
- User-defined fields
- Log changes to critical files
- Batch fee schedule updates
- Provider payroll
- Offline Backup
- You can now select multiple practices and global data to back up at
one time.
- Backup Reminders
- Reminders are now shown when closing the program rather than when
starting it.
- Security Passwords
- You can not force users to change their passwords periodically. The
program will prevent users from reusing the last 10 passwords used.
- Patient List
- Added a Search button. Previously, searching was accessed only via
a right-click menu on the list.
- Removed search submenu from browse popup menu and replaced with a
button mimic for the new Search button.
- Added searches for Social Security Numbers and Insurance ID numbers.
- Added a patient search by responsible party.
- Patient Insurance
- When an insurance record is added to a patient, the program now checks
for services within the insurance eligibility dates and, after confirmation,
links the new insurance to the existing services.
- Insurance Authorizations
- Services can now reference up to three authorization records, one
for each patient insurance referenced. Each authorization will be checked
for expiration and will be updated based on the service.
- Authorized Providers
- You can now reference a provider in an authorization or allow it to
apply to all providers.
- Payment Check Numbers
- You can now enter alphanumeric check numbers on payments.
- New Receivables Report
- Report lists services with outstanding balances by provider.
- New Insurance Balance Report
- A new financial report showing amounts owed by insurance carriers
is based on amounts entered in services. The report groups by provider,
either service provider or patient's principal provider. Report options
allow inclusion of patient details and service details.
- New Insurance Aging Report
- This is a mirror of the patient aging report that shows aged balances
for insurance amounts.
- New Patient List Report
- A patient list report was added. Patients can be selected by birthday
month, referral source, and initial contact date. The list is also limited
to selected providers. Options are available to show inactive patients
and to include telephone number detail.
- New Patient Chart Notes Report
- A new report was added to print service chart notes for selected patients
by service date.
- New Services Not Billed Report
- A new report reports on services which have not been billed to insurance.
- New Services by Patient Category Report
- New report on the Analysis menu is similar to the Services by Provider
report but lets you select a patient category. Services for patients
with an item selected for that category will be listed.
- Claim Aging Report
- The report now lists the patient’s date of birth.
- Patient Aging Report
- You can now exclude patients with zero aged balance.
- New Insurance Aging Report
- This is a mirror of the patient aging report that shows aged balances
for insurance amounts.
- Transaction Reports
- Added group and overall (or provider) totals for services, payments,
adjustments, and interest.
- Patient Statements
- Made the report 0.1" shorter to accommodate printers that cannot
print so low on the page.
- You can now exclude particular patients and responsible parties from
statement printing.
- Payments now show the check number when entered.
- X12 Electronic Claims
- The program will now analyze an X12 997 claim acknowledgement file
for errors.
- Electronic Claim Receiver X12 Advanced Options
- Expanded provider REF segment repeats so that each allowed qualifier
code can independently be enabled, disabled, or overridden.
- Added support for previously unsupported REF segment qualifier codes
but only when overridden. These segments will show up with a yellow
check mark.
- Claim Adjustment Reason Codes
- The THERAPIST now supports claim adjustment reason codes.
- HCFA-1500 Printed Claims
- A new Carrier option forces the service provider name and practice
address to be printed in box 32 overriding any facility information
entered for the patient.
- When printing a claim for a single patient, a visual indicator for
services that have already been billed.
- The Carrier option to force a provider ID into box 24k was expanded
to include the provider’s license numbers.
- HCFA-1500 Electronic Claims
- Added a new claim viewer that displays the claim on a red form.
- The Carrier option to force a provider ID into box 24k was expanded
to include the provider’s license numbers.
- Cross-Practice Electronic Claims
- You can now generate electronic claims across practices by selecting
a Receiver Group for each receiver.
- Appointment Scheduler
- You can now use Ctrl+C to copy an appointment and Ctrl+V to paste
it in another time slot.
- Patient Appointments
- A tab was added to the appointment list to show the patient's recurring
appointments.
- When editing a patient appointment, a button was added to allow editing
the patient demographics.
- Export Accounts
- You can now select an export account from a list if the chart of accounts
is exported from QuickBooks.
- Data Files
- Data files have been restructured so that there is only one logical
file per physical file. This makes it much easier to use the ODBC data
driver. It also makes the files more stable and easier to fix if a file
corruption occurs.
|
