Release Notes — May 2, 2026: Enhanced Client Self-Scheduling & Billing Improvements

Major improvements to client self-scheduling capabilities, billing accuracy, and dashboard widgets to streamline your mental health practice management workflow.

Client Self-Scheduling Enhancements

• You can now allow clients to self-schedule up to 4 upcoming appointments (increased from previous limit)
• Improved confirmation dialog helps clients verify their preferred session format (in-person or telehealth) before booking
• Enhanced upcoming sessions display in the client portal with clearer session information and better organization

Telehealth Improvements

• Fixed telehealth join URLs to appear consistently across all appointment views and editing modes
• Improved reliability of telehealth session links, ensuring clients always have access when needed

Billing & Insurance Processing

• Enhanced billing accuracy with improved insurance claim processing and copay handling
• Better preservation of payment information when making billing adjustments or corrections
• Improved handling of insurance vs. self-pay conversions with clearer status indicators
• More accurate tracking of payment status and coverage verification

Dashboard & Interface Updates

• Refined dashboard widgets with improved layout and better use of available space
• Enhanced upcoming appointments widget with cleaner design and more useful information display
• Improved visual consistency across appointment and session management interfaces