Saturday, March 28, 2026

Release Notes — March 28, 2026: Enhanced Messaging, Billing & Telehealth

By Clerie Team

New file attachments in client messaging, improved billing accuracy with better ERA processing, and real-time transcription status for telehealth sessions in your mental health EHR.

Client Communication

  • You can now send and receive file attachments in client messages, with inline image preview for quick viewing

Billing & Insurance

  • Enhanced automatic matching of insurance payments (ERAs) to reduce manual review time
  • Improved accuracy in payment processing to prevent double-counting and better identify overpayments
  • Fixed display issues with claim balance information

Telehealth Sessions

  • Added real-time transcription progress indicators so you can see processing status during and after sessions
  • Improved session state management when calls end to ensure accurate record-keeping