Release Notes — May 5, 2026: Better Case Management & Support

Enhanced case management tools and improved support resources to help mental health practitioners manage their practice more effectively.

Case Management Improvements

• You can now more easily identify and select cases with improved dropdown labeling
• Fixed access issues that could prevent you from viewing certain sessions and client records
• Enhanced treatment plan documentation to clarify that plans are organized by case rather than by individual client

Support & Documentation

• Added new help article with troubleshooting steps for permission-related issues when editing diagnostic codes
• Improved our AI chat assistant's ability to help you resolve common technical questions and troubleshooting scenarios

Licensing & Compliance

• Enhanced security and reliability for professional license document storage and management