Friday, April 10, 2026

Release Notes — April 10, 2026: Enhanced Scheduling & Billing

By Clerie Team

This EHR update improves calendar navigation, billing accuracy, and appointment scheduling for mental health practitioners with smarter time handling and better visual cues.

Calendar & Scheduling Improvements

  • You can now click directly in day view to create new appointments with automatic client search scoped to your caseload
  • The calendar now scrolls to the current time when opened, making it easier to see what's happening now
  • The 'Today' button is now highlighted when you're viewing the current date for better orientation
  • Time slot hover previews are now hidden when hovering over existing events to reduce visual clutter
  • Smart time entry now automatically infers AM/PM when you enter an end time without specifying the period

Billing & Financial Updates

  • Future scheduled sessions are now properly excluded from client outstanding balance calculations for more accurate billing
  • Compliance warnings now display as concise inline text in dialog headers for better clarity

Messaging Enhancements

  • Improved message synchronization ensures your conversation view stays current when refreshing the page