Release Notes — April 11, 2026: Enhanced Client Portal & Billing Controls

Your client portal links now last 30 days with self-renewal options, plus improved copay management tools for better practice billing control.

Client Portal Improvements

• Portal invitation links now remain active for 30 days instead of expiring quickly, giving your clients more flexibility to complete intake forms and assessments
• You can now enable self-service renewal for portal links, allowing clients to request new access without contacting your office

Billing & Payment Enhancements

• Manual copay adjustments you make are now preserved when billing calculations are updated, maintaining your custom pricing decisions
• Added a dedicated adjust copay button with an improved interface for easier payment modifications
• Better handling of client credits and overpayments in your billing workflow