Release Notes — May 1, 2026: Enhanced Client Management and Billing Improvements

This update brings smarter age-based form management for minor clients, streamlined billing workflows, and improved insurance processing tools for mental health practitioners.

Client Management Improvements

• You can now automatically see appropriate consent forms when a client transitions from adult to minor status based on their birthdate
• Minor-specific consent forms are now properly hidden from adult clients to reduce confusion during intake

Billing and Insurance Enhancements

• You can now access the Insurance Response button directly from the action bar for faster claim processing
• Billing permissions have been refined to ensure proper access controls across superbill features
• The $1 launch promotion has been updated with improved discount display across different subscription tiers

Administrative Tools

• New administrative console for managing billing notes with enhanced thread resolution and notification capabilities
• Updated getting-started videos now include clearer guidance on calendar integration requirements