Release Notes — April 3, 2026: Enhanced Billing & Import Improvements

This update brings significant improvements to billing transparency, payment tracking, and EHR data imports to help mental health practitioners manage their practice more efficiently.

Billing & Financial Management

• You can now see detailed payment method and card information directly in claim timelines for better payment tracking
• Balance sheets now display enriched transaction details including card information and payment processor names
• Billing views now show your net balance after credits instead of gross outstanding amounts for clearer financial insights
• You can now click on responsibility line items and transaction links in billing sheets for easier navigation and detailed views
• Improved billing accuracy for couple and family therapy cases with better client assignment handling

EHR Data Import Enhancements

• Improved data import reliability with better therapist matching, role prioritization, and name formatting consistency
• Enhanced data safety measures during import processes to protect your practice information

File Management & Communications

• Increased organization file upload limit from 10GB to 100GB to accommodate larger practice documentation needs
• Improved separation of notification emails from payer communications for better contact management

General Improvements

• Fixed therapist-client assignment consistency across dashboard, client details, and deactivation views for a smoother user experience