Thursday, March 19, 2026

Release Notes — March 19, 2026: Enhanced Role Permissions and Telehealth Improvements

By Clerie Team

Improved admin calendar management, better role-based access controls for treatment plans and client data, and streamlined telehealth session experience for mental health practitioners.

Calendar Management

  • Admins can now create, edit, and delete personal events on therapist calendars for better practice coordination
  • Fixed issues with admin management of personal calendar events

Role-Based Access Controls

  • Treatment plans now show appropriate blurred views for users with PHI restrictions and non-clinical roles
  • Fixed messaging contacts to properly filter client visibility based on your organizational role
  • Therapists and practice owners can now view client intake forms submitted through the portal

Telehealth Experience

  • Simplified telehealth interface now shows only the Join Video button during sessions
  • Moved telehealth link preview higher in the interface for easier access
  • Fixed telehealth link visibility issues for users with PHI restrictions