8.3: Therapist Requirements Visibility Updates and Billing Enhancements

Release Recap

The 8.3 release contains updates to the "Therapists - Certifications & Requirements Report" and "Therapist Courses & Documents Required" tables, and Billing enhancements.

The following new features and functionality have been released in CR Essentials:

  • The "Therapists - Certifications & Requirements Report” and the “Therapist Courses & Documents Required” tables have been redesigned to visually improve how expiring courses and documents are displayed. Users can now choose from three filters:
    • Expired 
    • Met
    • Expiring Soon
  • The following are Billing enhancements:
    • If a client’s Referring Physician NPI and Referring Physician Taxonomy field are added to the client profile, this information will be added to the electronic claim.
    • If a client’s group or policy number is added to their profile, this information will be added to the CMS 1500 form and electronic claim.
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