Release Notes — March 24, 2026: Enhanced Billing Pipeline and Client Communication

New customizable dashboard widgets, improved billing pipeline organization, better client messaging notifications, and streamlined telehealth experience for mental health practitioners using Clerie EHR.

Dashboard and Interface Improvements

• You can now customize your dashboard with configurable widgets that can be reordered and resized to match your workflow preferences
• Risk alerts are now hidden from administrative and billing staff who don't need to see clinical information on their dashboard

Billing and Payment Enhancements

• Your billing pipeline now clearly separates client payments from insurance claims for better financial organization
• Improved billing stage names and enhanced balances table design make it easier to track payment status
• Updated charge and payment action buttons for more intuitive billing workflows
• Better positioning of action buttons in the balances table for easier access

Client Communication Updates

• You'll now receive delayed notifications for unread messages, helping you stay on top of client communications without constant interruptions
• Messages sent to clients are now automatically tracked in your activity feed for better record keeping

Insurance and Documentation

• Improved insurance card upload experience with better viewing and removal options
• Staff members can now sign consent forms on behalf of your practice, with full signing details tracked for compliance

Telehealth and Portal Fixes

• Fixed telehealth session joining process and resolved session end time tracking issues
• Added loading indicator to portal login verification for better user experience
• Corrected the 'My Clients Only' filter to work properly with your practice's care model