Release Notes — April 26, 2026: Enhanced Billing Notes and Financial Management

By Clerie Team

Streamlined billing documentation and improved financial workflows help mental health practitioners manage their practice finances more efficiently.

Billing & Financial Management

You can now add, edit, and delete billing notes directly from multiple locations throughout your billing workflow, making it easier to document payment details and financial decisions
Billing note counts now appear as badges across your billing interface, giving you quick visibility into documented financial activities for each session and client
You can now edit self-pay amounts and write-offs directly inline without navigating to separate screens, speeding up your billing workflow
Date range filters are now available in both your financial workbench and ledger views, allowing you to focus on specific time periods and improve page loading performance
A new "View Session" action in your claim management area lets you quickly access session details while working on billing tasks
Billing notes are now organized by session when viewing client-level financial information, making it easier to track payment history and decisions over time

Fixed several billing synchronization issues that could cause duplicate entries or incorrect payment processing
Improved insurance payment processing to handle a wider range of payment scenarios more accurately
Enhanced system performance when switching between date ranges in your financial reports