The THERAPIST for Windows Version 2.0 History

This page lists the version history for The THERAPIST starting with version 2.0.000. Listings show the most recent release first.

View changes in The THERAPIST for Windows 1.0
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.


2.0.000	2.0.005	2.0.010	2.0.015
2.0.001	2.0.006	2.0.011	2.0.016
2.0.002	2.0.007	2.0.012	2.0.017
2.0.003	2.0.008	2.0.013	2.0.018
2.0.004	2.0.009	2.0.014

Click here to download the latest maintenance release.

Version 2.0.018 (6/4/2004) [Top]

Problems Corrected

Plain Paper Claims: The amount paid field would sometimes show payments where none existed.
X12 Claims: The program was generating the situational segment 2300.AMT for patient amount paid even if the amount paid was zero.; The UPIN for outside physicians would not generate to an REF segment unless the physician also had an NPI entered.
Payments: The progrom wouldn’t allow a payment of 0.01 because it thought it was a negative payment.
Offline Backups: The program would erase previous files on backup disks when backing up. This prevented backing up more than one practice onto a Zip disk or other large media.

Changes and New Features

X12 Claim Attachments: Removed the necessity of purchasing the Power Options to enter claim attachments.

Version 2.0.017 (4/19/2004) [Top]

Problems Corrected

Payment Date: If the date of a base payment is changed, the change was not being displayed properly in the payment application record until after the payment was saved.
Patient Ledger Report: Sometimes an incorrect name was printed for the Previous Balance.
Idle Patient Report: Report was erroneously excluding some patients.
Zipping Claim Files: The program would not correctly zip claims to folders with long path names.
Viewing X12 Claim Files: The viewer incorrectly identified as errors, second iterations of loops 2310A, 2330D, and 2420F.

Changes and New Features

Authorization Expiration Report: Modified the report to re-open authorizations that should not have been closed. The report already closed approved authorizations that have met or exceeded authorized amounts.; Modified report to make it narrower so that it will not print outside the printable area on some printers.

Version 2.0.016 (11/19/2003) [Top]

Problems Corrected

Progress Notes: If adding a progress note after adding a treatment plan or a Case Management section, a copy of the plan or section shows up as a progress note.
NSF Electonic Claims: The program would erroneously exclude claims when the patient insurance check box “Include this insurance as information when this insurance is not being billed” is not checked.
X12 Electronic Claims: Carrier overrides for provider ID numbers did not work properly (or sometimes at all) for the REF segments in the 2010AA loop.; Claim attachements were not generated correctly.; Service claim notes caused an infinite loop.; Carrier diagnosis code substitutions were not being made.; Carrier procedure code substitutions were not being made.; Authorization numbers were not included in any loop.
X12 Advanced Settings: Turning off generation for a loop did nothing. Now it turns off generation of all segments in that loop.
X12 Claim Viewer: Viewer would only display the first diagnosis code in the HI segment.
Income Accounting Report: Under some circumstances, income records for a provider would not be printed.
Applying Payments to Services: On the list of services to pay, the adjustment value for a service sometimes gets carried over from an earlier service. This is a display issue and does not indicate that the adjustment is really there.; Using the tab changing keys didn’t work on this screen. The keys for changing between the Money and Notes tabs are Alt+Right, Alt+Left, Ctrl+Tab, and Ctrl+Shift+Tab. The keys to switch payers on the money tab are Alt+Up and Alt+Down.
Download Update: The update install on the web did not update X4010.exe, the HIPAA X12 electronic claims generator.
Facilities and Laboratories List: Sometimes laboratories on the list would not display.
Modify Service Links: The Clear button for claim attachments did not work.

User Modifiable Reports

Service Summary by Provider: A new report in the Services by Performing Provider group lists service fee and billable hour totals for each provider for a selected service date range.

Version 2.0.015 (9/2/2003) [Top]

Problems Corrected

Case Management Sections Tree List: The list was showing records for all patients and cases rather than only the current patient’s selected case.
Claim Aging Report: Report was not breaking and giving totals between carriers or providers.
Patient Aging Report: The Ins. Bal. total was not being reset between providers so the balance was carrying over.
Income Accounting Report: Prepayments were showning a service date though there should be none.
Payroll Report: For prepayments, the payer name was being overwritten with extraneous service and payment dates.; Prepayments were being included in the payroll totals though they should not have beeen.; Prepayment totals incorrectly included totals for all previous payroll details.; Payroll based on services billed did not have a header and footer.; Payroll summary did not total correctly.
Synchronization Codes: Since version 2.0.013, synchronization codes have not worked. They are now fixed.
X12 Claim Batches: The X12 generator mistakenly combined all batches within a claim file into a single batch.; Setting the flag to allow rebilling a service would not regenerate the X12 claim.
Memorized Services List: Screen elements did not resize or move correctly when the window was resized.
Restore Quick Backup: Under some circumstances, restoring global data from a quick backup caused the program to list “Global Data” as a practice.
Service Statement Comments: Comments were being deleted when applying a payment to the service.
NSF 3.01 FA0: The Primary Amount Paid was not being filled.; Changed the Amount Billed field so that it only looks at the current insurance.
NSF 3.01 HA0: Removed an extraneous field in the record structure.
X12 Claims: Setting a particular claim to allow it to be rebilled wasn’t working.; Corrected time field to show a leading zero in ISA, GS, and BHT segments.; The Name field was being filled with the Contact Function Code in the PER segment.; Change BHT03 to use an automatically increment number for the selected receiver.; Changed filling 2400.SV109 to fill with SRC:Emergency code without modification.; Corrected a problem that generated claim headers when there were no services to bill.; In the 2000C loop, the Relationship Code was not being substituted properly.; Corrected setting 2000B.SBR02 to only fill the code if it is “18,” otherwise fill with a blank. This was done to match the specification which only allows an “18” for a value.; Corrected 2010BA.REF01 when filling social security number. Qualifier was 1W, changed to SY.; Fixed provider secondary information REF segments to not use social security number if the payer is medicare.

Changes and New Features

Electronic Claims: Added new condition to patient insurance that can exclude a particular insurance from the X12 2320 and 2330 loops or the NSF DA0, DA1, and DA2 records.

Version 2.0.014 (7/17/2003) [Top]

Problems Corrected

X12 Claim Totals Wrong: The total field (LOC:ClaimTotal) was not being cleared between claims.
Claim Aging Report: When selecting to print only unpaid claims with no EOB, the program included some paid claims in the report.
Importing DOS Data: A problem cause the import to hang at copying the Client file

Changes and New Features

Claim Aging Report: Added a new option to skip duplicate claims.
Patient Aging Report: Added a new column for the insurance balance.
National Payer ID: The Carrier’s Payer Organization ID was renamed to National Payer ID and lengthened to 9 characters.
NSF Electronic Claims: Added support for field override values containing picture tokens @n and @p.
X12 Electronic Claims: The generator now reports when patients exceed the maximum number of service line items per claim. You have the option to abort generating claims or ignore the message.
Rebuild Income File: Starting in 2.0.010, The THERAPIST used a hidden file, maintained by the program, to keep track of income for the Income Accounting and Payroll reports. If payment data was corrupted when this new income file was created, the income records would be similarly corrupted. This new function is available only in the administrator utility.

Version 2.0.013 (6/23/2003) [Top]

Problems Corrected

Program Crash When Editing Payment: Cancelling from editing a payment without pressing the Edit Base Payment button would cause the program to crash.
Changing Payment Provider: When the provider was changed on a payment application, the change was not reflected on the income and payroll reports. Any new changes will now be included but the reports will still not include the previous changes.
Duplicate DA0 records on NSF Claims: A problem was corrected that, in certain rare instances, caused DA0 insurance sequences to be duplicated.
Invalid Interchange Control Number: The Control number in both the ISA and IEA segments was changed to the required nine digit length.
Applying Prepayments: The amounts applied were wrong when applying a prepayment to the same service to which the original payment had been partially applied.
Case Management Report: Report would crash the program if patient diagnoses were included that contained an Axis III code.
Claim Aging Report: Provider footer dollar amounts were not being reset for each provider.
Income Report: Provider income total incorrectly included interest payments and prepayments.
Payroll Report: Corrected a problem where deleted insurance income was totalled as deleted interest and deleted interest was not totalled.
X12 Claim Generator: Incorrectly formatted records in the BHT segment.
X12 Generator Advanced Options: The element overrides did not work.
Import DOS Data: Corrected a problem when importing on Windows XP.

Changes and New Features

X12 Claim Generator: Upgraded to incorporated the changes to the HIPAA standard in Addenda 1.
X12 Generator Advanced Options: Added support for element override values containing picture tokens @n and @p.
Weekly Appointment Calendar: The highlighted appointment name will now be displayed in the window caption.
Applying Payments to Services: The services list for applying payments now shows the procedure code in place of the word “Service.” The column title was changed to Procedure instead of Type. This column shows “StartBal” for starting balances.
New Statement Option: New option allows printing open balance statements that have no activity.
Income Report: The report now separately breaks out income from applied prepayments.
Payroll Report: The report now separately breaks out income from applied prepayments.
Payroll Report: The report now shows interest and prepayment details.
Payroll Report Options: A new option allows interest and prepayments to use a zero rate.
New Date Field Shortcuts: On date fields, you can now press the letter T to fill the field with today’s date from the computer’s system clock or the letter D to use the working date (Default date).

Version 2.0.012 (5/13/2003) [Top]

Problems Corrected

Payroll Report: Corrected the process used to extract the income data.
Statement Errors: Occasional errors were reported when printing statements that a record was unavailable.
Statement Responsible Party Payments: Sometimes the name of the responsible party showed the responsible party of a different patient.
Responsible Party Fields not Saved: When the patient is an individual (not a couple or family), the responsible party SSN, NPI, and Sex fields were not being saved.
View Related Transaction List: The vertical scroll bar and thumb did not work.
X12 Electronic Claims: Many corrections for problems discovered during payer testing.

Changes and New Features

Patient Categories Report: Changed to report only on active patients.
Income Report: Added date of service to the report for patient and insurance payment income.
DOS Import Service Adjustments: The program now uses a more better method of creating adjustments and prepayments when importing overpaid services.
X12 Electronic Claims: Added error message that reports data containing one of the separator characters.
User-Modifiable Report: A new report was added in the Patient Transactions category called Transaction Ledger Report. It lists all transactions by patient for a selected date range.

Version 2.0.011 (4/11/2003) [Top]

Problems Corrected

Adding Quick Payments: The program would lock up after adding the payment and closing the service. This was a problem only with 2.0.010.
Service Categories Report: Running this report would cause an error and close the program.
Viewing X12 Claim Files: On some claim files, an erroneous error would occur when attempting to analyze the file.

Changes and New Features

Diagnosis Analysis Report: The report was made wider to accomodate longer diagnosis descriptions.
Outside Physicians Lists: The lists were changed to display physicians with the last name first.

Version 2.0.010 (4/8/2003) [Top]

Problems Corrected

Patient Statements: Statements would not be printed if no service amount due was assigned to the patient or responsible parties if the patient statement option was set to full fee and printing separate statements for each responsible party.
Patient Category Report: The patient name was not being printed.
Adding Services from Memorized: When adding services based on a memorized service, the program would sometimes not link the service to patient information such as insurance, responsible parties, case information, authorization, or diagnosis.
Adding Services with Tax: When adding services and the state requires tax collections on services, sometimes the program would hang when entering the procedure code or the fee amount.
HCFA-1500 Electronic Claims: Box 14 and other fields which obtained their data from the patient’s case information were being reported incorrectly.
Practice Names Being Changed: For installations with multiple practices, changing to another practice would mix up the practice names.
Adding Treatment Plans: Selecting a preset from the template did not fill in the treatment plan text.
Transactions List: If the description display option was set to comments and a service did not have a comment, the display would not always display the procedure code and description.

Changes and New Features

Patient Ledger Report: An option was added to print either the procedure description or the statement comment for each service. Statement comments are also printed for each payment and adjustment.
Income Report and Payroll Report: These reports have been rewritten to overcome problems of determining income when payments are deleted or unapplied.
Patient Category Report: The report was changed to limit the results to active patients.
Patient Appointment List: Added a column for the appointment notes.
Treatment Plans and Progress Notes: You can now select from the treatment plan or progress note presets when adding a treatment plan or progress note. This option was previously only available with the Case Manager module.
Warning Messages: You can now press Ctrl+C whenever a message comes up to copy the message to the Windows clipboard. The message can then be pasted into an email, word processor or other program and sent to technical support.
Enter Denied EOB: A new button was added to the transactions list windows that allows quick entry of EOBs for denied claims. The button is active only on services that are missing EOB dates.

Version 2.0.009 (2/27/2003) [Top]

Problems Corrected

Progress Notes: Sometimes when adding a progress note and canceling, another progress note was deleted.
Group Progress Notes: When adding a progress note for a therapy group, the program would not fill the default progress note template.
Importing DOS Data: Now selecting to apply debt on imported services and the payer on patient payments to the patient or the responsible party will set the selected responsibility to 100% for the selected payer and zero for the other.
Applying Prepayments: Corrected problem where the initial amounts paid and available were displayed incorrect amounts.; Corrected recalculating patient and responsible party responsibility amounts so that the amounts due are never reset to less than amounts already paid.
Applying Payments to Services: Corrected insurance calculations to more intelligently move amounts not paid to contract write-off.
Write-Offs Financial Report: Corrected a problem that prevented the program from finding records to print.
HCFA-1500 Electonic Claims: Diagnosis codes 2 and 3 were reversed such that the second code appeared in the position for diagnosis code 3.
Message Display: Removed the option to not display any messages. This caused problems when messages required a decision from the user.

Changes and New Features

Restore Offline Backup: Put Restore Offline Backup before Restore Quick Backup because it is used more frequently.
Appointment Calendar: Added warning indicators to all appointment types. For new patient appointments, the warning is checked if there is a warning set in the patient's demographics record.; The daily and weekly calendar now indicate when there is a warning on the appointment by showing an icon with a red background.; The Day Sheet report shows a "bomb" picture next to appointments with warnings. This was not added to the Week Sheet report due to lack of space.
Patient Appointments: When adding an appointment, the program now checks for insurance expiration.
Group Appointments: You can now manage group progress notes from a group appointment. This includes adding, changing, and deleting group progress notes as well as copying them to member patients.
Patient Statements: Statements now indicate No Shows and Cancellations when the corresponding status was selected for the service.
Transactions List: Added a new program option to display the statement comments for services and payments in the description column.

Version 2.0.008 (1/27/2003) [Top]

Problems Corrected

Authorizations Being Closed: The data update program incorrectly set the authorization status, closing many authorizations that should have been open and opening some of those that should be closed.

Version 2.0.007 (1/23/2003) [Top]

Problems Corrected

Applying Payments Smart Fields: The smart field calculations added in release 2.0.006 were corrected.
Applying Payments to Multiple Patients: Corrected problems applying a payment to multiple patients.
Auto-Applying Payments to Services: Corrected the Auto Apply wizard, particularly for applying prepayments.
Editing Base Payment: Program would not save changes in the checkbox for Payment is waiting to be deposited.
Authorizations Being Closed: Authorizations were erroneously being closed when a new service or appointment was added.
Adding a Patient to a Therapy Group: Corrected a problem where adding a patient to a therapy group from the Setup menu, the patient would be blank.
Prepayments Report: The wrong provider was listed in the report footer for all providers except the last one.
Error Printing Deposit Slips: Sometimes an error would occur after generating deposit slips that caused the program to close.
NSF Electronic Claim Numeric Fields: When set to blank zero numeric fields that, the format on numeric fields was incorrect.
Installation Program: During installation, when indicating that video tutorials will be accessed from the CD, an error would occur that prevented the installation from continuing.

Changes and New Features

Claim Aging Report: Made report narrower to fit on the page on some printers.
Applying Payments to Services: Added display of amounts applied to the current patient’s services. This is useful when applying to multiple patients.
Importing DOS Data: Streamlined the process by removing unneeded and redundant options and screens.
Phone Number Entry: It is no longer necessary to press Tab to move from the area code field to the telephone number field.
Deleting a Recurring Event: Users can now select which events or appointments to delete along with the recurring event.

Version 2.0.006 (1/6/2003) [Top]

Problems Corrected

Message Boxes: Corrected a problem where message boxes were too short in Windows XP when using "Windows XP style" for window and button display style.
Authorization Expiration: Program now correctly checks for an expired authorization when a new service is being added.
Adding Responsible Parties: Program now intelligently calculates the default responsibility percent.
Error on Patient Phone When Saving Patient: Sometimes, a file error on Patient2.tps\!Phone would occur when saving a patient demographics record.
Selecting a Patient: On the screen where a patient can be selected, added a filter to the list to limit by provider.
Transaction Report by Provider: Services were showing incorrect amounts.
Service Payer Amount Defaults: The default amounts for patient, responsible party, and insurance is now correctly calculated when the procedure code is set to not bill to insurance.
Applying Prepayments: Fixed problem with applying prepayments.
View Related Transactions: Corrected Date Applied to show the date payment was applied.; When viewing services related to a payment, corrected to show the service date.; Corrected first column header to show Payment Date when showing payments related to a service.
Calculating Payer Amounts Due on Services: For procedure codes that are not billable to insurance, the program now correctly places all amounts due under the patient and/or responsible parties.
Progress Notes not using Template: Adding a progress not did not correctly use the progress note template.
Recurring Events: When adding a recurring event, a blank recurring event was added if the insert was cancelled.; All recurring events were changed to 1 hour regardless of the duration entered and appointments created from them were 1 hour.
NSF Electronic Claims: With the setting to fill zero amount numeric fields to blank did not work for all fields.; EA1:12 and EA1:13, Return to Work Date and Consultation Date, showed zero when empty.
Importing DOS Data: The program would often hang when attempting to import data directly from backup disks.

Changes and New Features

Phone Number Added to Patient List: The patient's primary phone number (the one used on insurance claims) has been added to the patient list.
Responsible Party Percent Responsibility: When adding the first responsible party, the program will now set the default responsibility to 100% for the responsible party and zero for the patient.
Recurring Events: Day and time added to the recurring events list.
Appointment Notes: The daily appointment calendar now shows any appointment notes that have been entered.
Adding an Appointment: The program will now check for an active authorization when adding an appointment.
Service Reports: The program will now have separate breaks for procedure codes with modifiers (first modifier only).
Missing Diagnosis Warning: A new warning message is displayed when adding a service and no diagnosis could be found.

Version 2.0.005 (12/7/2002) [Top]

Problems Corrected

Patient Statements: When printing statements for each responsible party and showing the full amount rather than the patient portion and there are no transactions for the party the patient or responsible party a statement will not be generated.
Applying a Payment to a Service: A new options was added to set whether the payment is included in HCFA-1500 box 29 totals. This was previously available only when editing the payment afterward.
Applying a Prepayment: If the entire prepayment was not applied to services and the "Apply to Prepayment" button was pressed to leave the remainder as a prepayment, the prepayment amount remaining was doubled.
Payments Covering Multiple Patients: The amounts to apply were incorrect for the second and subsequent patients.
Income Report: Payments made via the "Quick Payment" button on Services or Starting Balances were not being included on income reports.
Claim Aging Analysis Report: Carrier totals were cumulative and were not reset for each carrier.
Patient Ledger Report: Built-in discounts and write-offs caused an extra, reversed-sign, line on the report and caused the balance to be incorrect by the same amount.
Network Installations: Corrected a problem that caused new workstations on the network to require synchronization codes.
Changing Couple or Family Patient to Individual: If patient was previously set as a couple or a family and is changed to an individual, the links used to indicate a responsible party as the patient for insurance billing are now cleared.
Generate Electronic Claims: Some default claim file names based on number tokens were not correctly formatted.
Categories Would Not Scroll: Patient categories and items on the patient demographics and Service categorisa and items on the service entry screen would not scroll up or down so if there were more than would fit on one screen those at the bottom could not be accessed.

Changes and New Features

Printed HCFA-1500: Changed box 31 date to use carrier’s selected date format.

Version 2.0.004 (11/17/2002) [Top]

Problems Corrected

Applying a Prepayment to a Service: Corrected a proplem that miscalculated the prepayment amount to apply.
View Related button on Transactions List: This button did nothing. The work-around is to use the F2, F8, or F9 keys which work interchangeably.
Deleting a Service: The authorization counts and quantities were not rolled back when a service was deleted.
Authorizations Being Closed: Authorizations with expiration date in the future were erroneously being closed when adding a service.
Applying a Prepayment: Applying a prepayment which had some amount previously applied resulted in incorrect amounts to apply to services.
Plain Paper Insurance Bills: Vertical alignment of the graphic lines was randomly misaligned.; Provider was sometimes not printed on single bills.
Electronic Claims Receivers List: The function buttons on the right were available even when no receivers were listed.
Error Adding an Electronic Claims Receiver: A duplicate key error was reported when adding a new receiver.
Administrator Utility: File Utilities only worked on the Sample practice. You can now select a practice before accessing files.

Version 2.0.003 (11/01/2002) [Top]

Problems Corrected

Appoinment Calendar: Corrected a problem that prevented converting an appointment to a service when the computer date is after the appointment date.
Applying a Prepayment to a Service: Corrected a problem that doubled the prepayment amount to apply.
Editing a Payment: The payment applied to a service on the list was displaying the wrong amount.; The displayed amounts for Patient Total and Applied to Fees were reversed on the screen.
Adding a Procedure Code: If adding a procedure code is cancelled, the related index, fee schedule, and carrier settings, if added were not removed.
Procedure Code Fee Schedules: Adding a procedure fee schedule sometimes would not correctly create record.
Deposits by Provider report: The provider deposits report that optionally prints after deposit slips printed some erroneous payment data.

Changes and New Features

Electronic Claim Date Field Overrides: On NSF and X12 claims, you can override the date The THERAPIST places in a date field by overriding the date with the text string “*SysDate”. That’s an asterisk followed without a space by the word SysDate. Capitalization doesn’t matter.

Version 2.0.002 (10/23/2002) [Top]

Problems Corrected

ANSI X12 Claims Generator Missing: When adding an electronic claims receiver, the new X12 generator was not available to be selected.
Authorizations Being Closed: Authorizations were incorrectly being closed if an authorized procedure did not limit by both visits and units.
Incorrect Payment Dates: If the date of a payment was changed, it erroneously changed many hidden payment dates. This affects several reports based on payment date.
Installation Error: If not installing the tutorial videos to the program or data path an error occurred when the program incorrectly tried to copy the videos from the CD to the CD.

Version 2.0.001 (10/11/2002) [Top]

Problems Corrected

Authorizations Being Closed: Authorizations were incorrectly being closed if there were no authorized procedures listed.
Message boxes: Window sizes were sometimes too large and sometimes didn’t show all text lines.

Changes and New Features

Customer Number: Customer Number (or “DEMO Customer”) now displays in the program title bar
About Box Information: The registered owner name was added to the About The THERAPIST screen.; The Information button now providers additional useful information.

Version 2.0.000 (9/16/2002) [Top]

Problems Corrected

No Backspace on Locators: Corrected a problem added in release 34 that prevented the backspace key from working in locators.
Restoring Data: Program would not restore data from a backup that was password protected.
Patient Ledger: Corrected a problem where service discounts and write-offs were not reported.
Patient Statements: Corrected a problem that showed interest payments as previous balance credits.; Corrected interest calculations when all previously charged interest has been paid.; Corrected a problem where patient aging amounts were not saved unless interest was charged on the statement.; Corrected a problem where interest charged was not showing up on the patient balance or interest due on the Misc tab of the patient demographics, the patient list, or on the patient transactions list.; Corrected interest calculations when all previously charged interest has been paid.
Selecting Services for Single HCFA: Insurance balances were all zero.
Payments to Multiple Patients: Prepayments to multiple patients were not working.
Deleting Payments: When deleting a payment that went to two or more patients, some parts of the deleted payment were not deleted.
Memorized Services: Service categories were not being memorized or copied to services created from memorized services.
Income Report: Totals were not being reset between providers.
Recalculating Balances: Fixed problems with recalculating prepayments and aged balances.
Restore Backup: System files were not restored because they were open.
New Practice Wizard: Corrected dunning messages entry to allow the full 100 characters.
Appointment Calendar: Corrected intermittant error about where the Availability file was not being opened.
Provider ID Numbers: Corrected a problem that did not allow entering an ID qualifier for the “Other 2” ID number.
HCFA-1500 Printed and Electronic Claims: When a patient had exactly one more than a multiple of 6 claims to print (7, 13, etc.), the last claim was not generated. This was supposedly corrected in 1.0.025 but was still happening. It may have been a reversion problem in a subsequent release.
HCFA-1500 Electronic Claims: Corrected a problem with incorrect provider information in box 33 if a patient has services from multiple providers.
NSF Electronic Claims: Corrected a problem where the provider’s “Other 1” ID was showing in BA0.17 rather than BA0.16 and “Other 2” was not showing at all.

Changes and New Features

New ANSI X12 Electronic Claim Generator: A new HIPAA complant claims generator was added.
New Plain Paper Insurance Bill: A new insurance bill was added to print on plain paper. This is often given to clients to allow them to submit the claim for payment.
New Transactions by Provider report: A new version of the transactions report was added that groups transactions by provider.
New Unapplied Prepayments report: New report shows all unapplied prepayments by date grouped by provider.
New Tutorial Videos: Several tutorial videos are now included on the installation CD but can be installed to a hard disk or network. The videos are accessed from The THERAPIST’s Help menu.
New Billing Mailing Labels: Added mailing labels matching the last statement, HCFA-1500, or Plain Paper insurance bill.
New Appointment Reminder Mailing Labels: Can now generate patient mailing labels for future appointments by provider and by date.
Authorization Expiration Report: A new patient report shows authorizations that are nearing expiration.
Automatic Shutdown: A new setting has been added to the program options to automatically close the program if it has been left inactive for a selected number of minutes. This feature is turned off by default.
Messages: A new user preference allows you to continue showing all messages, only the system messages, or no messages.
HCFA-1500 Print Setup: Added a button to both single and batch setup to view the Acrobat specifications document for the HCFA-1500 form.
Electronic Claim Receivers Advanced Settings: The buttons to access the advanced settings have been moved to the receivers list.; Added button to the advanced settings lists to view the appropriate Acrobat specification document.
New Intake Form: Four versions of a new intake form is now included. These are installed to a Forms folder within the Data folder. If you make changes to these forms, save them as a new name or they will be overwritten next time you install an upgrade to The THERAPIST.; Intake Form.rtf is a generic Rich Text Format (RTF) document; Intake Form (WordPad).rtf is a Rich Text Format (RTF) document formatted with Windows' WordPad.; Intake Form (MS Word).doc is a Microsoft Word for Windows (version 2.0 and later) document.; Intake Form (WordPerfect).doc is a WordPerfect for Windows (version 5.0 and later) document.
NSF Claims Generator: New optionslet you select from three different date formats.; New option makes empty zero-filled fields blank rather than filled with zeros.
Patient Statements: New comments field for services, payments, and adjustments.; Added an option to print both the service provider and procedure code.; Added an option to print credit balance statements.
Deposit Slips: Added an optional report breaking down the deposit by provider.
ID Numbers: ID Numbers for Providers, Provider Carrier Options, and the Practice are not on tabs for easier access rather than calling a list from from a button.
Day Sheets Report: Week Sheets Report; Patient appointments now show copayments due and the next appointment date and time.
Income Report: Added the Date of Service paid to the report.
Financial Reports: Several reports were rewritten to improve performance.
Patient Categories: Added a tab to the patient demographics for selecting patient categories. This makes it much more convenient than having a button on the patient list to access the categories.; Added a button to modify the list of available categories and options.; The following reports can now be selected by patient category:
Patient Mailing Labels Patent Form Letters Patient Statements Patient Face Sheets Patient Ledgers Case Management Reports Service Categories: Added a tab to the service form for selecting service categories. This makes it much more convenient than having a button on the miscellaneous tab to access the categories.; Added a button to modify the list of available categories and options.
Transactions List: List will now show inactive transactions for 30 days. The 30 days can be changed with a setting in ThWinSet.ini
Applying Payments to Services: Can now make negative payments to move a previously applied amount back to a prepayment.; Added hot keys for insurance fees paid, taxes paid, discounts, tax loss write-offs, and deductibles to let the program calculate the most likely value.; Changed the hot key calculation on insurance fees due to calculate based on all financials entered for that insurance.; Changed to always ask whether to shift deductibles to the patient. Added an option to shift to insurance if present.; Changed to shift amounts due to the current payer when a negative payment amount is entered for a different payer. This also sets the amount paid for the current payer.
Authorizations: Authorized procedures will now track Units for the procedure as well as the number of times the procedure was used.
Authorization Warnings: When a service or payment generates an authorization warning, it now uses an informative screen with all appropriate authorization information.; Authorization warning information can be saved to the clipboard by pressing Ctrl+C on the warning screen.
Provider Appointment Availability Schedule: The program now enters a basic availability schedule for providers.
Electronic Claim Receivers: Moved the advanced options button from the Generator Options screen to the list for easier access.
Statement Dates: Services and starting balances now record the first and last statement date on which they appeared.
Restoring from Backup: Program will now properly update data from older backups.
New Case Management Templates: Mental Health Inpatient; Physicial Therapy
User-Modifiable Reports: Many new and updated reports.