Release Notes — April 6, 2026: Enhanced Billing Management & Session Scheduling

New billing workbench features and improved session scheduling make managing your mental health practice more efficient and accurate.

Billing Management Improvements

• You can now create new claims directly from the billing workbench with a streamlined dialog interface
• Bulk cancel multiple claims at once to save time when processing billing adjustments
• Filter your billing workbench by specific clients to quickly find the claims you need
• Service dates now display correctly across all billing views, preventing confusion about session timing
• Multi-client case billing now works seamlessly throughout the entire billing process

Session Scheduling Enhancements

• When scheduling sessions for multi-client cases, you'll now be prompted to add any remaining case clients to ensure complete session planning

Treatment Planning Fixes

• Treatment plan sign-offs now work reliably for all case types, preventing workflow interruptions