Release Notes — April 20, 2026: Enhanced Billing and Credit Management

Improved billing ledger accuracy and streamlined credit management tools help mental health practitioners manage patient accounts more efficiently in their EHR.

Billing and Account Management

• You can now apply credits directly from the ledger action menu with improved credit transfer functionality
• Credit balances are now displayed more clearly in patient account summary cards, making it easier to see available credits at a glance
• Enhanced support for partial payment reversals with improved account adjustment displays in your billing ledger
• Simplified credit management with streamlined single line item display and more reliable reversal processing
• You can now manually add debits and credits directly to patient ledgers for greater billing flexibility
• Improved billing accuracy by excluding draft encounters from ledger calculations