Recent Updates

Note Presets

To save you time when writing a treatment plan or progress note, keep the parts you reuse - goals, diagnoses, the structure - and drop them into a new note in one click.

Replace and Void Accepted Claims

Catching a mistake on a claim after the payer accepted it used to mean hopping into the payer portal. You can now replace an accepted claim with a corrected version, or void it entirely, right from the session.

Session Reminders for Clients

Session reminders now go out automatically by email to clients with portal access. Turn them on in Practice Settings, pick a lead time of 15, 30, or 45 minutes before the session, and optionally add a second reminder 24 hours ahead.

Weekly Calendar View

Two-Factor Authentication with Passkeys

We now support passkey-based two-factor authentication. Enable it from your profile page and confirm sign-ins with Touch ID, Face ID, or a security key.

In-person visits

Some clients prefer to come in, others would rather do video. Now your booking page can handle both. Choose which events allow in-person visits, and clients see the right options when they book. If someone needs to switch from in-person to telehealth last minute, you can do that too - the meeting link is already waiting.

Preferred Names

Not every client goes by their legal name, and neither does every therapist. You can now set a preferred name for yourself and your clients. It'll show up throughout the app - session cards, emails, the client portal - while the legal name stays on file where it matters, like clinical notes and billing.

Add time offs to block your calendar from bookings

Now you can block off time when you're unavailable, and those slots automatically disappear from your booking page. No more manually canceling sessions or fielding requests for days you're not around.

Form Template Library

Building forms from scratch can be tedious, especially when you just need a standard PHQ-9 or intake questionnaire. We added a template library with common forms - screening tools, consent forms, Good Faith Estimates - that you can use as starting points. Pick a template, adjust it for your practice, and you're ready to go!

Note Scanner

Getting physical notes into your EHR can be a painful process. With Note Scanner, you can take a picture of your handwritten notes and HIPAAtherapy breaks them down into text segments you can copy and paste anywhere in your note form. It's one of those small things that makes your day a little easier.

Space Between Sessions

Ten minutes between sessions. You're still holding one conversation while preparing for the next. Writing notes, remembering details, shifting focus. It's a lot. This feature gives you a simple way to capture what just happened and pull up the last note from your next client - so you can walk in ready, not rushed.