Release Notes — April 16, 2026: Enhanced Billing & Claims Management

Major improvements to your billing workflow including streamlined claim editing, better insurance handling, and enhanced patient information management for mental health practitioners.

Billing & Claims Improvements

• You can now edit patient information directly on claims with automatic syncing to your client records
• Redesigned claim editing interface with cleaner layout, better organization, and improved visual indicators
• Enhanced insurance switcher that syncs seamlessly with your client records and provides better validation
• Improved CMS-1500 form validation with smoother user experience and eliminated loading flashes
• Streamlined billing access permissions so billing team members can properly access all necessary areas
• Better handling of claim resubmissions, including proper support for denied claim workflows
• Enhanced payer search functionality showing mapped payer names for easier identification

Session & Documentation Updates

• Session cancellation notes are now properly displayed in your calendar and session views
• Session transcriptions are now accessible to all participants for better collaboration
• Treatment plan diagnosis syncing is now more precise and properly scoped to relevant billing codes

User Experience Enhancements

• Eliminated brief 'Access denied' messages when refreshing billing pages
• Practice owners can now properly adjust treatment plans with appropriate permissions
• Insurance and signature fields are now properly locked in read-only mode when appropriate
• Improved styling and warnings for telehealth-related features