Releases

Latest updates to Clerie

See the latest features, improvements, and updates we've shipped to make your practice management easier.

Friday, October 30, 2026

Release Notes — October 30, 2026: Client Account Pages, Payroll-Ready Reports, and Smarter Client Lists

This Clerie EHR release brings a dedicated client Account page for billing, new payroll and intake reports, cleaner client lists, and more reliable session recording for mental health practitioners and practice management teams.

Thursday, October 29, 2026

Release Notes — October 29, 2026: Prepayments, Clearer Credit, and Bulk Note Approval

Clerie's latest EHR release brings a dedicated prepayment workflow, clearer client credit and balances across billing, bulk supervision note approval, and smarter calendar handling of cancellations for mental health practices.

Wednesday, October 28, 2026

Release Notes — October 28, 2026: Searchable Historical Records Archive

Clerie's EHR for therapists adds a searchable historical records archive with bulk downloads and storage insights, plus major improvements to insurance payment reporting, invoice payments, and risk alerts for mental health practice management.

Tuesday, October 27, 2026

Release Notes — October 27, 2026: Historical Record Uploads, Shared Calendars, and Smarter Insurance Verification

Clerie's latest EHR release brings bulk historical record uploads, practice-wide calendar management, client-facing insurance details, and more reliable claim handling for mental health therapists and practice managers.

Saturday, October 24, 2026

Release Notes — October 24, 2026: Custom reports, denial explanations, and clearer claim printing

Clerie's latest EHR release brings a custom report builder, plain-language denial explanations, revenue by payer, and a range of billing and claim accuracy fixes for mental health practitioners.

Friday, October 23, 2026

Release Notes — October 23, 2026: Scheduled Report Digests, Smarter Consent Forms, and Cleaner Claims

Clerie's latest EHR release brings scheduled report digests, follow-up drafts from report rows, clearer consent form behavior, and more accurate CMS-1500 claim fields for mental health practices.

Thursday, October 22, 2026

Release Notes — October 22, 2026: New Outcomes & Caseload Reports, Smarter AI Notes

Clerie's latest EHR release brings new outcomes and caseload reporting, pronoun-aware AI documentation, and clearer billing and telehealth experiences for mental health practitioners.

Wednesday, October 21, 2026

Release Notes — October 21, 2026: New Clinical Performance Reports and Clearer Transaction Tracking

Clerie's latest EHR update brings new Retention and Time to Appointment reports, a more detailed Transactions report, and smoother billing for mental health practices. Practice management just got clearer for therapists and counselors.

Tuesday, October 20, 2026

Release Notes — October 20, 2026: Drill Into Any Report Number, Plus Clinic-Wide Recording Defaults

Clerie's latest EHR release lets therapists drill into any report figure to see the underlying rows, set a clinic-wide Session Recording default for new cases, and enjoy smarter claim safeguards and recording reminders for smoother mental health practice management.

Monday, October 19, 2026

Release Notes — October 19, 2026: Reliability Improvements

This Clerie EHR update delivers behind-the-scenes reliability fixes for practice management, ensuring account removal requests complete cleanly and consistently for mental health practitioners.