Release Notes — April 7, 2026: Enhanced Task Management and Claims Visibility

New task assignment capabilities and improved claims management help mental health practitioners streamline their practice operations and billing workflows.

Task Management Improvements

• You can now assign support requests to specific team members for better task delegation and accountability

Schedule and Documentation Updates

• Progress note indicators now appear consistently across your weekly schedule and session cards, making it easier to track documentation completion

Claims Management Enhancements

• Claims tab now properly displays only your organization's claims instead of showing all claims
• You can now customize which columns appear in your claims view for a more personalized workflow
• New Claim button is now more prominently styled for better visibility
• Added a badge showing count of unmatched ERA items to help you quickly identify billing discrepancies

Activity Tracking

• Schedule changes are now automatically logged for better audit trails and practice oversight
• Case updates and care team changes are now tracked in activity logs for improved record keeping