Release Notes — March 31, 2026: Enhanced Questionnaires and Practice Management

New intake questionnaire editing capabilities, improved activity tracking, and telehealth refinements to streamline your mental health practice workflow.

Intake & Assessment Improvements

• You can now change question types in your intake questionnaire editor for greater flexibility in designing client forms
• When assigning recommended assessments, you'll now be prompted to set the assessment cadence to ensure consistent follow-up scheduling

Practice Management Enhancements

• Enhanced activity tracking now provides detailed field-level changes when profiles are updated, giving you better visibility into client record modifications
• Insurance activity tracking has been improved with better organization and support for managing client portal access
• Address management has been streamlined with individual fields and improved saving to prevent data conflicts

Telehealth & AI Tools

• Transcription notifications are now hidden from clients during telehealth sessions to reduce distractions
• You can now upload files directly to the Ask AI page for enhanced AI assistance with your documentation
• Improved transcription error handling ensures you receive more helpful feedback when processing issues occur

Import & Export Features

• Added CAQH export instructions to the import upload screen to help streamline your credentialing workflow