Release Notes — April 12, 2026: Enhanced Billing Management

Streamlined billing workflows with automated claim resolution, improved payment processing, and clearer claim status tracking for mental health practitioners.

Billing & Claims Management

• Claims now automatically resolve when their balance reaches zero, reducing manual administrative work
• Improved payment routing ensures payments are applied to the correct claim balances
• Added the ability to collect payments directly from the ERA (Electronic Remittance Advice) tab in claim details
• Introduced a credit application system to handle client overpayments more efficiently
• Enhanced claim status labels now accurately reflect whether claims are archived or voided
• Added individual submit buttons for draft claims with confirmation dialogs to prevent accidental submissions
• Replaced confusing 'cancel' terminology with clearer 'archive' and 'void' options throughout the billing interface

User Experience Improvements

• Added a comprehensive Notes tab to claim details for better record keeping
• Implemented an inline timeline view to track claim history more effectively
• Streamlined action menus across billing sections for more consistent navigation
• Fixed the Continue button display on email verification pages when your email is already verified