Release Notes — April 25, 2026: Enhanced Billing Flexibility & Session Management

Major billing workflow improvements with payment conversions, refund processing, and streamlined session archiving. Plus enhanced client self-scheduling controls for better practice management.

Billing & Payment Enhancements

• You can now convert sessions between insurance billing and self-pay with full payment reconciliation
• Added refund processing capabilities to handle payment reversals and adjustments
• Improved payment collection workflow with smarter auto-fill and session grouping
• Enhanced balance sheet visibility with clearer copay amounts and claim status tracking
• Better payment allocation handling ensures accurate client balances across different encounter types

Session Management Improvements

• Sessions can now be archived instead of permanently deleted, allowing you to restore them if needed
• Added clear visual indicators when viewing archived sessions and progress notes
• Improved session availability calculations that account for appointment duration and multiple scheduling sources
• Enhanced recurring session processing to properly handle archived appointments

Client Portal & Scheduling Updates

• Added organization-level controls for client self-scheduling with improved permission settings
• Enhanced self-scheduling restrictions to ensure only active clients can book appointments
• Improved session cancellation notifications with separate alerts for providers and clients
• Better activity feed logging for client portal actions with clearer descriptions

Treatment Planning Fixes

• Fixed treatment plan dates displaying incorrectly in some time zones
• Resolved issue where signed treatment plans would become unsigned when updated
• Fixed treatment plan diagnoses being lost during plan updates
• Improved edit dialog reliability when reopening treatment plans