Release Notes — May 9, 2026: Enhanced Billing Accuracy and Case Management

Improved billing accuracy for couples therapy sessions and enhanced case management workflows to help mental health practitioners streamline their practice operations.

Billing Improvements

• Fixed billing labels for couples therapy sessions to show accurate payment status instead of defaulting to Self-Pay
• Improved billing accuracy for multi-client cases by requiring a designated primary biller before processing charges
• Enhanced insurance payment processing to prevent billing discrepancies and ensure proper claim handling
• Added stronger safeguards to prevent duplicate billing entries during session migrations

Case Management Enhancements

• You'll now receive clearer notifications when billing configuration is incomplete for your cases
• Improved case workflow validation to ensure all required billing information is properly set before processing sessions
• Enhanced per-client encounter tracking for more accurate session documentation and billing

Session Management Updates

• Strengthened session migration processes to prevent data inconsistencies
• Improved session restoration workflows with better validation checks
• Enhanced telehealth session handling for more reliable virtual appointments