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New Feature Spotlight! August 16, 2019

New Features added to Therasoft

August 16, 2019

Any new features added to the system will be announced here every Friday!


Items recently added to the system:


No new features this week.



Check back again next week for more new features!

New Feature Spotlight! August 9, 2019

New Features added to Therasoft

August 9, 2019

Any new features added to the system will be announced here every Friday!


Items recently added to the system:

1.  The Updates button has been renamed!

It is now News & Updates.


Check back again next week for more new features!

New Feature Spotlight! August 2, 2019

New Features added to Therasoft

August 2, 2019

Any new features added to the system will be announced here every Friday!


Items recently added to the system:

1.  Clients are now able to upload a new file in the Client Portal!

Your clients can now upload a file through the portal.  On the Documents tab within the portal, there is an Add New button in the upper left corner.  This allows clients to upload an image, or document file for you without having to go through email.  The portal setting allowing your clients access to the Documents page must be selected.


2.  Ready to Bill page updated!

We have done some fine-tuning on the Insurance\Ready to Bill page to improve functionality.


3.  Group automatic SMS appointment reminders now available!

We have made some updates in this area and automatic text reminders for group sessions are now available.


Check back again next week for more new features!

New Feature Spotlight! July 26, 2019

New Features added to Therasoft

July 26, 2019

Any new features added to the system will be announced here every Friday!


Items recently added to the system:

1.  The Logout button now says Logout!

At the end of the day, you should always use the Logout button to close your Therasoft session.  This allows Therasoft to clear cookies that it has made.  The new label makes it even easier to see!


2.  Copays are now visible on the calendar when it is printed!

When using a Height per slot of Medium or Large, the copay prints at the bottom of the appointment slot.  We will be making a few changes over the next week or so but this is available now. It does work best when printing weekdays only.


3.  Workflow buttons are now available on the client's registration page!

Go to Individual\View Clients, Select the client.

At the top of the registration page, you can now see and use the A, P, N, CA and TP buttons.  We also moved the View Insurance, Referral letter, and Client Type buttons to the top of the page as well.  

A = Individual\Attendance

P = Individual\Payments

N = Individual\Progress Notes

CA = Individual\Assessments

TP = Individual\Treatment Plan

View Insurance = Insurance\View Clients\Selected client

Referral letter = A way to track information for the referral source or even send a letter back to them

Client Type = Individual, Group, or Both


4.  Superbills now triggering for the Billing Statement Automation!

If you are using the billing statement automation, Superbills should now trigger correctly.


Check back again next week for more new features!

New Feature Spotlight! July 19, 2019

New Features added to Therasoft

July 19, 2019

Any new features added to the system will be announced here every Friday!


Items recently added to the system:

1.  Remove uploaded intake documents on the Company Info page!

You are now able to remove uploaded files from the intake documents on the Company Info page.  Simply select Remove File and select Save at the bottom of the page.  You no longer have to request that we remove it for you!  This is the intake documents section, not the Terms and Policies.  You have always been able to remove those forms.


2.  Billing Automation - Help us Beta test!

The Billing Statement Automation is available in the system.  We are still in the testing phase, but it is working for the Client Billing Statements.  If you would like to help test this function, submit a ticket and we will activate the Billing Email Log report for your account.  This will help you track any emails that the automation sends as well as allowing you to track other billing emails sent from within Therasoft.


Click here for a document explaining the setup and functions of the automation and log report.


Coming Soon!

Life Saver Notes!  This will show any sessions missing notes within the past week.


Check back again next week for more new features!


New Feature Spotlight! July 12, 2019

New Features added to Therasoft

July 12, 2019

Any new features added to the system will be announced here every Friday!


Items recently added to the system:

1.  Additional options added on the pre-registration form!

Language - You can now select from four languages in the drop-down. 

The current options are: 

  • English
  • Spanish
  • French
  • Chinese

Link to screenshot:  Language

Gender Selection - You can now enable more gender options by checking the box under Setup\Company Info. 

The additional options are: 

  • GenderQueer
  • CIS-Female
  • CIS-Male
  • Trans-Female
  • Non-Binary
  • Genderfluid

Links to screenshots:  Company Info, Gender

Sexual orientation - You can now enable sexual orientation options by checking the box under Setup\Company Info.  

The current options are: 

  • HeteroSexual
  • Lesbian
  • DemiSexual
  • ASexual
  • BiSexual
  • HomoSexual
  • AndroSexual
  • PanSexual
  • Queer
  • GyneSexual

Links to screenshots:  Company Info, Orientation


2.  New option in the Portal Settings dialog!

There is now a Send to option for assessments.  If you are sending assessments, you can now choose to send the assessment to the Portal Only, to Email Only or to Both.

  • Portal Only - Sends the assessment only to the portal and does not send an email to the client with the link.
  • Email Only - Sends the assessment only through email and does not send it to the client portal.
  • Both - Sends the assessment both to the portal and as a link through email.

 Link to screenshot:  Portal Settings


Check back again next week for more new features!

New Feature Spotlight! July 5, 2019

New Features added to Therasoft

July 5, 2019

Any new features added to the system will be announced here every Friday!


Items recently added to the system:

1. Automatically generated counselor codes!

You no longer have to wonder what it should be when adding a new user.  Simply type in the first and last name and the system takes care of the rest!


2. Life Saver buttons!

Located at the top right of your screen, these buttons give you a heads up on claims, text reminder responses, and announcements from us.


TXT - Responses to automatic appointment reminders via text.

Gray - No new messages

Green - New reminder reply


MSG - Messages from Therasoft

Gray - No new message(s) from Therasoft

Green - New message(s) from Therasoft


Copay - Copays not collected - Takes you to the Individual\Payments page

Gray - No sessions that need copay to be collected

Green - All sessions with copay have been collected

Red - There are sessions that need to have copay collected


Claims - Claim status responses - Takes you to the Insurance\Claim Status page

Gray - No responses

Green - New claim status response

Red - New claim rejected response


EOB - Electronic EOBs\ERAs - Takes you to the Insurance\View EOB page

Gray - No EOBs

Green - New EOB(s) received

Red - New denied EOB(s) received

Yellow - New reversal received


Unbilled - Sessions without attendance marked or not yet billed to insurance - Takes you to the Insurance\Unbilled Sessions page

Gray - All insurance client sessions have attendance marked and have been billed

Red - Insurance client sessions without attendance or not yet billed


Check back again next week for more new features!

Upload your own intake forms

Here is a registration link to watch how to upload your own intake forms with templates.

Here are some of the webinars we have done recently.  They are prerecorded and available on demand.  Just click the link.
New Features for 2019

Discharge feature changes

HI there,


We have changed the discharge feature to be like assessments and treatment plans.

You will go to the Ind tab

Click on the discharge summary tab

then off to the right of the name, you will see new or if you have one already you will see the number of discharges.


We made it this way so it's visually available to see if one has been created.

Pre-Registration links for websites

If you have a website not managed by Therasoft, you may need to update the Register Online link.  For added security, the content of the links has changed. If your Register Online tab is not working you will need to update the link.


To find the new link to send to your webmaster:

1.  Go to Individual\New Client.  

2.  Select the yellow Send Pre-Regn Link button in the upper right

3.  Copy the link from the Pre-Regn Link field

4.  Paste into an email or message to your webmaster.


We are in process on updating the websites we manage.

If you have any questions, let us know.



As of January 1, 2019, we will be increasing the website management cost to $30\month.  This is due to rising security costs. You will see the increase on your January invoice.
If you have any questions, please give us a call at 888-435-8203.
Therasoft Team - 12/07/2018

New Delete Appointment Button on Registration

There is now a Delete Appointment button on the client registration page.  This is intended to be used when a patient dies or is discharged.  Selecting this button will remove all future appointments from the calendar.  This does include appointments for a later time that day.


If you have any questions, call our support line at 888-435-8203.


-TSO Staff

Therapist view calendar and changes to the name of New Therasoft calendar

Hi there,


We are looking at phasing out the New Therasoft Calendar, you will see we also changed the name to just Therasoft Calendar as its been some years and its no longer a new calendar.

We are planning to move that Calendar off production by February we are enabling features under the Therapist view calendar that fits with the Therasoft Calendar

Here are the things we have moved or changed so far.


We highlighted the New client button to green.

We moved over the Quick add button and highlighted that green as well.

We also added a checkbox to look at the hours that are outside of your business hours (this was a lot of the reason for the other calendar) this way if you add an appointment at 2 am and meant to do 2 pm you can click this button and find that appointment that is not correct and change and fix without having to go to another calendar.


We are also adding a small calendar to find a specific day to the left side of your screen and also a list of clients for that day so you are able to click on the client's name and go to the registration page, very excited about this and the new look.


Let us know if you think of any other changes that would help the workflow of your day.

You can submit a ticket.


Therasoft Team


Helpful information if you are having issues with Therasoft

Did you know that Chrome Browser is our preffered browser?

This is our most interactive fewer browser issues.


Did you know that cleaning your PC or Apple is a real thing?

At least once a month clean your computer by clearing your history and cache.

You can always do a browser search, for example, how do I clear my cookies using Chrome, IE, Firefox, Safari etc.


Did you know that you can not log in to Therasoft in the same browser even with two usernames that are different this can cause serious side effects?

If needed you can log in two different ways but use one in let's say for example Firefox under Petra and then under Chrome use Petra again.

Did you know you can have more than one tab open here are the steps

1. Click on Ind tab, you will then get your menu options, right click with your mouse and open another tab, you can then open the insurance tab and do the same thing (so no need to login twice in the same browser.


If you are having login issues make sure to shut down your computer, clear your history, don't autosave passwords, and then try again.




11/1/2018 NEW CPT codes for Testing Effective Jan 1 2019

Check out our Knowledge-base for the new codes added for testing starting Jan 1, 2019

Here is also the link to watch the webinar as well.

Client portal

Did you see we made changes to the client portal?

Check it out >> Client Portal






Resolved! Issue identified on Therasoft mobile app for all iOS (Apple) users

Update 08/02/19:  This issue has now been resolved and the updated app should be available in the app store.


Therasoft mobile - version 1.3.3  released on 7/22/19

The appointment functions (A P N I B CA TP) are missing from the latest iOS release of the Therasoft mobile app.  The issue prevents users from marking attendance, taking a payment, checking a client balance, and creating progress notes, assessments and/or treatment plans.  Thankfully, this issue does not include the video icon as it is functioning as expected.  So you can still continue to use the mobile app to launch the video platform for online sessions just as you normally would.  

We apologize for the inconvenience and impact to your workflow.  Our development team is working toward a quick resolution.  We will send another Service message update to let you know the issue has been fixed.  


Thank you for your patience as we work to get this resolved as soon as possible,

Your Therasoft Support Team


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