Release Notes — March 26, 2026: Enhanced Billing Workflow & Calendar Fixes

Streamlined billing management with simplified workflows and better insurance processing, plus fixes for calendar integration and admin access improvements for your mental health practice.

Billing & Insurance Processing

• You can now enjoy a more streamlined billing workbench with consolidated action buttons and simplified workflow stages for faster claim management
• Your insurance claim processing is now more accurate, with improved handling of deductible claims and better matching of payments to claims
• Contractual adjustments are now automatically applied based on your insurance contract terms, reducing manual work

Treatment Planning

• Your treatment plan objectives are now properly organized under their associated goals for clearer documentation and better clinical organization

Support & Administration

• You can now use multi-select filters when managing support requests, making it easier to track and organize issues by status and impact level
• Admin users now have appropriate access to assessments, intake forms, and progress notes while maintaining proper privacy protections

Bug Fixes

• Fixed an issue where Google Calendar integration was incorrectly affecting sessions across multiple user accounts
• Resolved email notification timing issues so session reminders now display in your local timezone instead of UTC
• Added required AMA CPT copyright notice to dashboard views and PDF exports for compliance