Release Notes — March 27, 2026: Enhanced Supervision & Client Onboarding

New supervision tools for rendering provider management, streamlined client intake with granular consent forms, and improved telehealth transcription capabilities for mental health practitioners.

Supervision & Billing Improvements

• You can now designate supervisors as the rendering provider for supervised therapists on insurance claims, ensuring proper billing compliance
• Insurance benefit displays now prioritize your manually entered information over automatic eligibility checks for more accurate coverage details
• Removed document type restrictions when creating insurance claims, giving you more flexibility in your billing workflow

Client Onboarding Enhancements

• You can now select specific consent forms during client intake, allowing for more tailored onboarding based on your practice's needs
• Added required copyright acknowledgment for treatment coding standards to ensure your practice stays compliant with licensing requirements

Telehealth Updates

• Improved reliability of AI transcription services during telehealth sessions with better connection handling
• Enhanced transcription accuracy and session recording capabilities for better documentation of your client sessions