Release Notes — April 29, 2026: Enhanced Billing Experience

Major improvements to billing workflows with better payment processing, clearer financial displays, and streamlined claim management for mental health practitioners.

Billing & Payment Improvements

• You can now edit billing information directly in tables with improved visual styling that makes editable fields clearly identifiable
• Insurance payment tracking now updates correctly when you make inline edits to payment amounts
• The Pay All button now charges the correct net amount instead of gross charges, preventing payment errors
• Payment allocation has been improved to prevent over-allocation of copays and handle cases where clients have no insurance
• Balance calculations now properly zero out all financial columns when you remove charge lines
• Overpayment credits are now detected and displayed more accurately in your billing summaries
• You can now apply copays to encounters even when they contain zero-charge placeholder lines

Claims Management

• Claims pipeline now uses a cleaner, ledger-style layout that's easier to read and understand
• Status changes in claims are now called 'Override Status' with clearer documentation of what each action does
• Claim synchronization has been improved to prevent draft claims from being overwritten inappropriately
• Patient responsibility amounts now display correctly and can be edited by users with appropriate permissions

Session & Encounter Management

• Billing codes now sync more reliably when you update encounter information
• Session cancellations and encounter deletions are better protected against creating orphaned payment records
• Copay synchronization now works correctly for all encounter types, including draft sessions
• Calendar integration has been improved to properly sync locally-created events

Administrative Features

• Billing note notifications are now sent to all system administrators and are enabled by default
• When reassigning clients between claims, all associated billing records now move correctly with the client