Release Notes — March 17, 2026: Enhanced Billing, Communication Tracking & AI-Powered Analytics

Major updates to insurance billing workflows, comprehensive client communication tracking, and new AI-powered analytics to help mental health practitioners streamline their practice management.

Insurance & Billing Improvements

• You can now easily change insurance information on existing claims with a new Change Insurance button and void & rebill workflow for corrections
• Enhanced claim status summaries now display payer ID and member ID for better tracking
• New auto-draft claims functionality ensures your billable sessions are automatically prepared for submission
• Added support for supervising provider information on insurance claims to meet requirements
• Improved claim balance tracking with automatic resolution when payments are received
• Enhanced payment calculations with better floating-point precision for ERA processing
• You can now toggle zero-balance claims in your Outstanding Balances view for cleaner reporting
• Treatment plan billing codes can now be synced directly to claim edit pages

Client Communication & Activity Tracking

• New comprehensive activity feed tracks all client interactions, billing actions, and scheduling changes in one place
• Added dedicated Communications tab for each client to view all message history and interactions
• Improved messaging performance with better loading and delivery indicators
• Enhanced notification system with proper badge clearing and better reliability

Assessment & Documentation Enhancements

• New assessment documentation warnings help ensure you don't miss billable assessment opportunities
• Added revenue optimization nudges that recommend diagnosis-based assessments for maximizing reimbursement
• Safety plans now have improved consistency with treatment plans and progress notes
• Enhanced supervisor sign-off workflow for safety plans with streamlined approval process

AI-Powered Analytics & Charts

• New AI-powered custom charts provide intelligent insights into your practice data and trends
• Enhanced supervisor review dialogs now include AI quality assessments for better clinical oversight

Scheduling & Calendar Improvements

• Better Google Calendar integration with improved sync for recurring sessions and cancellation detection
• Enhanced calendar polling now shows toast notifications for important updates
• You can now view other therapists' calendars within your organization for better coordination
• Improved session cancellation workflow with consolidated processing

Search & Navigation Enhancements

• New Cmd+K quick search in the dashboard header for instant client lookup
• Global claims search with intelligent filtering across all your billing data
• Improved client import process with better status handling and verification
• Enhanced therapist sorting in care team dialogs for easier selection

Session & Security Updates

• Extended session timeout from 20 to 90 minutes for better user experience
• Added browser notifications for idle timeout warnings to prevent unexpected logouts
• Improved session paywall handling for trial and billing-exempt organizations