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
