Release Notes — April 24, 2026: Enhanced Financial Management & Streamlined Billing

Major improvements to your practice's financial management with new balance tracking, inline editing capabilities, and enhanced billing workflows in your EHR.

Financial Management Improvements

• You can now edit write-offs directly inline on your ledger for faster financial adjustments
• New Original Balance column provides complete visibility into initial service charges
• Enhanced Patient Balance dialog gives you detailed breakdown of outstanding amounts
• You can now edit patient payments directly inline on service line rows for quick updates
• New Insurance Paid column with copy encounter ID functionality for better claim tracking
• Improved Total Applied column with detailed category breakdown tooltips shows exactly how payments were distributed
• Column reordering and visual polish make financial data easier to scan and understand

Clinical Workflow Enhancements

• Treatment plans are now visible directly on claim pages for better clinical context during billing
• Fixed assessment "Add to Note" functionality to work properly when no progress note exists yet

Bug Fixes & Reliability

• Patient balance calculations now correctly handle all encounter types including migrated records
• Fixed missing information icons on insurance tab display