Release Notes — March 29, 2026: Enhanced Billing, Session Management, and Clinical Summaries

Major improvements to billing workflows, session scheduling transparency, and AI-powered clinical summaries to streamline your mental health practice management.

Billing & Payment Improvements

• You can now create new clients and bill patients directly through an improved workflow with better balance calculations and clearer timeline labels
• Enhanced insurance claim reconciliation with improved unmatched ERA handling, auto-resolution features, and streamlined dismissal process
• Payment dialogs now automatically prefill billing email and phone information to speed up payment processing

Session Management Enhancements

• Converting recurring sessions to single appointments now properly detaches and removes future sessions to prevent scheduling conflicts
• Session scheduling now shows who scheduled each appointment, providing better accountability and transparency for your practice
• Improved admin search functionality to help you quickly locate team members and sessions

Clinical Summary Updates

• Session preparation panel now supports ongoing clinical summaries across multiple clients for better care continuity
• Enhanced AI-powered clinical summaries with automatic updates when case information changes
• Redesigned session prep workflow with independent summary loading and separate preparation and review modes for improved efficiency