Pre-Authorization Unit Tracking
Pre-Authorizations can now track Units Authorized and Units Remaining in addition to authorized services.
Units are automatically deducted when applicable appointments are marked Attended, and practices can configure a new Expiring Pre-Authorized Units alert to help monitor remaining units.
Calendar iQ will also display a warning when attendance leaves a client with only 2 remaining units.
👉 Learn more about Pre-Authorized Services.
Revision Needed Workflow for Treatment Reviews
The Revision Needed workflow is now supported for Treatment Review Reports, including custom Treatment Review forms created in Forms iQ.
Treatment Reviews requiring a supervisor signature can now move through the existing revision workflow and appear in the Revision Needed alert log.
👉 Learn more about the Revision Needed alert.
Coinsurance Selection on New Events
When creating a New Event, Therapy iQ now automatically selects Coinsurance when the client has Coinsurance configured and no Copay.
Fee selection now follows the client's configured billing information using Copay, Coinsurance, then Service Fee.
Guardian Drafts in the Client Portal
Parents and guardians completing forms for minor clients can now reopen forms previously saved as a Draft from the Client Portal.
Previously entered information is retained so they can continue completing the same form.
Original and Amended Forms in Email iQ
When using Attach from TiQ in Email iQ, users can now select both the original form and any available amended versions.
Each version is available as a separate attachment option.
👉 Learn more about Email iQ.
Appointment Cancellation Notification Updates
The Appointment Cancellation - Client Notification template now supports the client's first or preferred name and the Client Portal login link.
This gives practices additional options when customizing appointment cancellation emails.
Ledger Navigation Enhancements
The Ledger has been updated to make client navigation more direct.
The client name is now selectable from the Ledger and takes users directly to the corresponding Client Profile.
👉 Learn more about the Ledger.
