[new] A new menu command (in the Maintenance sub-menu) "Validate Linked Files" can be used to remove outdated linked document files (this will only have to be used in rare conditions).
[new] Codes and descriptions for the default diagnosis list (ICD9) can now be edited directly in the Settings/Preferences Window.
[new] Clients can now have multiple sessions per day.
[new] Diagnostic tool added into Help menu to help with occasional registration problems.

PsychBook CMS Version 2.1.0
September 20th, 2011
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[fix] Really, really resolved an issue that would cause PsychBook to crash if a claim was printed for an insurer that did not exist in the insurer list (sorry, we missed this the first time through).
[fix] Resolved an issue with some systems that would prevent PsychBook from saving when there was no previous save file.

PsychBook CMS Version 2.0.5
September 07th, 2011
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[fix] Resolved an issue that would cause PsychBook to crash if a claim was printed for an insurer that did not exist in the insurer list.
[fix] WINDOWS: Fixed an issue with the automatic updater (won't work until the next update).
[fix] Resolved an issue where PsychBook would incorrectly revert to demo mode when it couldn't contact the registration servers (i.e., no internet access).

PsychBook CMS Version 2.0.1
August 27th, 2011
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[fix] Resolved an issue that would prevent PsychBook from starting up on system that had never had a previous installation of PsychBook.

PsychBook CMS Version 2.0
August 26th, 2011
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[fix] A location email address entered into the Preferences/Options no longer gets lost when closing the window.
[fix] PsychBook no longer crashes when closing the warning window (double-click on warning in Notes list) while warnings are loading.
[fix] An issue where hitting the cancel button for a client discharge could sometimes still go through with the discharge has been corrected.
[fix] The date validation method for the authorization window has been changed in order to accommodate systems that are set to use a date format other than Month/Day/Year.
[fix] Pressing tab in the releases list of the client window now moves to the next column.
[fix] Treatment plans with multiple symptoms and interventions now show the correct text. If you continue to experience problems, you may have to recreate the treatment plan.
[fix] Clients without a client code now discharge without an error.
[fix] The client list in the reactivation window now sorts automatically by last name when opened.
[fix] The return/enter key no longer initiates inappropriate behavior if pressed at the startup screen when no buttons were visible.

[chg] Greyed-out text for completed notes is now a darker grey for legibility.
[chg] To avoid continued confusion with session notes, the header for the "Notes" list (lower left of the main screen) has been changed to "Messages".

[new] Multiple internal changes to work with the PsychBook Administrator application for a server/client workflow with group practices.
[new] A toolbar at the top of the window has been created to give a single point of access for commonly used items.
[new] Some minor interface changes.
[new] The insurer window now has some capacity to customize claim options in order to accommodate the needs of specific insurers.
[new] "Credit card" has been added to the list of available identifier options in the transaction windows.
[new] Creating a self-pay authorization now automatically adds in "Self-Pay" to the authorization description.
[new] An option has been added to the Settings window for users to bypass a shared system registration as some users have had problems with this set-up (i.e., having to re-register on each start-up).
[new] PsychBook now has a more redundant system when writing client records and discharge records in order to minimize problems with disc or system errors.
[new] A claim option has been added in Insurers window to specify the insurance type (Medicare, Medicaid, etc.) this allows for PsychBook to better automate some differences in claim filing. This value defaults to "other" so for non-HMO/PPO/private insurers, you will have to edit them in the Settings/Preferences window and set the appropriate option.
[new] A subscription option has been added into the help menu in order to extend a user's upgrade plan.
[new] A built-in updater has been added to automatically install future releases.

PsychBook CMS Version 1.5.1
April 11th, 2011
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[fix] Fixed an error with the autosave feature where it could get stuck in a continual save loop.

PsychBook CMS Version 1.5
April 10th, 2011
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[fix] Phone numbers entered with dashes after area code now print correctly on all forms.
[fix] Sessions, document, and transaction info now displays automatically after reactivating clients (previously you would have to click on their name to load it).
[fix] Deleting a client now removes any attached treatment plans (as one would expect).
[fix] (Windows) A display issue where the first line of text was cut off in the manual activate dialog has been corrected.
[fix] The "Reactivate" button in the Reactivate Client window is now disabled unless a selection is made (as it should be).
[fix] (Windows) Progress note scroll bars in the Session window now work after a note is marked as completed.
[fix] PsychBook now enters the correct charge in the Total Charges amount field of the session window should the rate entered for the CPT code contain a non-numeric character (i.e., a dollar sign).
[fix] The total billed amount on CMS-1500 forms (field 28) now correctly includes the cents portion of charges when tallying the total charge.
[fix] Printed or electronic billing forms now correctly indicate the insured's gender when using secondary insurance.

[chg] The "New" and "Open" menu items have been removed in order to accommodate the new "Data Source" functionality (see below).
[chg] Unless specifically changed in the Data Source window, PsychBook now defaults to saving data to the file "PsychBook client file" in the users Documents folder.
[chg] PsychBook activation now works for all user accounts on an activated computer.
[chg] The length of the treatment plan page has been lengthened to accommodate long plans.
[chg] The address area of the client bill has been repositioned in order to fit better into #9 and #10 USPS windowed envelopes.

[new] There is now a progress bar window that shows when saving.
[new] Added the new menu command "Data Source" used to set the location of the file that PsychBook attempts to open at startup.
[new] Added an option in the Data Source window to connect with a remote server in order to accommodate the PsychBook Administrator server application (available soon).
[new] Discharging a client now provides the option to replace any older data found for that client (previous behavior) or to merge current data with any old data.
[new] There is now an option in the Preferences window to enter the therapist's license number.
[new] PsychBook now has the option to print a "superbill" for therapists who do not accept insurance payments. This bill can be printed by right-clicking (Command-clicking on Macintosh) on the session and choosing the Superbill option.
[new] In order to accommodate limitations with some clearinghouse vendors, two "Electronic Billing" options have been added to the Insurers tab of the Preferences/Options Window. These adjust the end-of-line character for the batch file and the number of lines between each claim. In most cases, however, these will not have to be adjusted.

PsychBook CMS Version 1.2.5
December 21st, 2010
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[fix] Trying to create an insurer policy for a client, when no default insurers have been entered, no longer crashes PsychBook.
[fix] When there are no selected items in the warnings/notes list, the delete button now disables itself as it should.
[fix] A meaningless message box that popped-up when saving an edited meeting, mistakenly introduced in the last version development, has been removed.
[fix] Items without any payment, but written off, now display the correct write-off amount in the "financial" columns of the search results box (showed as "n/a" before).

[new] In order to help with record-keeping and accounting, a new search-tab action "Export" is available to allow saving session or transaction search results to a tab-delimited file.

PsychBook CMS Version 1.2.0
November 1st, 2010
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[fix] Macintosh: Frequency pop-up in the client window now chooses correct menu item with inactive clients.
[fix] Selecting the weekly schedule view when there are no notes or authorizations no longer crashes PsychBook.
[fix] May have corrected an issue where some users have had PsychBook hang at the start-up screen when first opened (unfortunately, we haven't been able to reproduce this problem in our testing).
[fix] Editing one-time or recurring meetings no longer keeps the old meeting in the list.
[fix] No-show or cancelled sessions are no longer included when billing insurers on a printed or electronic CMS-1500 claim form.
[fix] Payments entered when there are no client sessions are now correctly saved as credit on the client's account.
[fix] The insurer list in the add/edit authorization window only lists insurer names once even if there are multiple plans in the main insurer list.
[fix] Using the weekly schedule view to set a conflicting appointment in the session window should no longer occasionally set a wrong appointment.
[fix] Printing a list of records in the search tab, grouped by insurer, no longer crashes PsychBook.

[new] Entries in the insurers list of the preference window now have the option of being duplicated by contextual menu (right-click on Windows/control-click on Macintosh).
[new] The Notes list can now have color labels, assigned through a contextual menu, in order to highlight items.
[new] In order to help with record-keeping, selected transactions displayed in the search tab can now be printed.

PsychBook CMS Version 1.1.5
July 02nd, 2010
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[fix] Editing old or creating new intakes no longer contains duplicated text from previously edited intakes.
[fix] Duplicating a diagnosis using the contextual menu (control-click, right-click) no longer crashes PsychBook.
[fix] The notes field of the MSE is now included when printing a session note.
[fix] The thought process and thought content labels of the MSE no longer get clipped when printing a session note.
[fix] Editing a session note that has an MSE note with line returns no longer introduces odd characters into the note field.
[fix] Slow animation when adding an appointment in the schedule view has been improved.
[fix] Adding the next session in the schedule view no longer periodically "beeps" and prevents appointment selection.

[chg] Setting a new appointment as cancelled now removes the appointment from the schedule view (so that you can schedule another client into that slot).

[new] PsychBook CMS now has an option to automatically check for updates on start-up. This defaults to 'true' and can be changed in the options/preferences window.

PsychBook CMS Version 1.1.0
June 16th, 2010
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[fix] Printing a progress note that does not have "include MSE in note" now excludes the MSE labels on the print like it should.
[fix] (Windows platform) Entering amounts in the "Apply" columns of the transactions window now updates the remaining payment allowance.
[fix] New sessions for self-pay clients now have the correct client contribution amount set upon creation (it used to be blank).
[fix] Corrected an error in the transactions window that would sometimes create problems with a total amount of "-$0.00".
[fix] Corrected an error that would sometimes cause PsychBook to crash when saving a new intake.
[fix] The document list now sorts all items correctly by date.
[fix] The identifier column of the payment list in the session window now displays as they should when reopening a saved session (was blank).
[fix] Sessions that are marked as self-pay are no longer included in the "unbilled" tally at the bottom of the transactions list.
[fix] Corrected an error when adding sessions for clients with multiple authorizations where the most current authorization would sometimes not be selected by default.

[chg] The "update" button in the "check for updates" window now goes directly to the update download, rather than to the main PsychBook CMS web page.

[new] Weekly schedule view has been expanded to accommodate evening hours.
[new] A number of changes have been made for more complete HIPAA compliance. Progress notes now print with a "Completed On" date, as well as a "Printed On" date; the delete option for the session log has been removed; session notes cannot be changed after being marked as "completed"; and changes to session notes are now logged.
[new] Adding sessions to authorizations that have expired or have no more approved sessions will now generate a warning that states such.
[new] The date selector for the session window is now the weekly schedule view instead of a generic calendar. Clicking on a time will automatically input the date and time into the next session fields.
[new] A new option in the preferences/options window allows one to toggle between showing all historic appointments in the scheduler or only the most recent one (previously defaulted to only most recent).

PsychBook CMS Version 1.0.5
April 3rd, 2010
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[fix] Payment type combo-box in payment window now keeps entered text after selecting an option from the pop-up menu.
[fix] Corrected a problem where printing a selected intake would sometimes print the wrong intake document.
[fix] Corrected a problem where missing information in the add payment window would sometimes crash PsychBook.
[fix] Schedule view no longer draws inactive clients.
[fix] Opening a new file when the search tab is showing now resets it correctly.
[fix] Fixed a problem with editing intakes.
[fix] Some minor interface fixes.
[fix] Billed sessions that have been written off now are marked as checked rather than "-".
[fix] Using the "Open" command for linked files in the document list (contextualmenu/right-click) now opens files like it should.

[chg] Removed some discontinued menu items from the Data menu.
[chg] Switching back to the main tab from the search tab now stops any running searches.

[new] PsychBook CMS now has a menu item to check for program updates.
[new] Document items (diagnosis, treatment plans, and intakes) can be duplicated using right-click (Windows) or control-click (Macintosh).