Release Notes — May 20, 2026: Billing & Documentation Improvements

Enhanced billing reliability and improved case note functionality for mental health practitioners using our EHR platform.

Billing & Payment Processing

• You can now process refunds with better accuracy and reliability, including partial refunds for specific services
• Invoice-level write-offs are now available, giving you more flexibility in managing client accounts
• Payment processing is now more robust, with improved handling of checkout sessions and reduced risk of duplicate charges
• Billing reminders now work more reliably, ensuring consistent communication with your clients about outstanding balances

Case Notes & Documentation

• You can now create new case notes even when a session has archived notes from previous sessions
• Case note creation and editing is now more reliable with improved error handling

Telehealth Platform

• The telehealth whiteboard now handles remote updates more smoothly, preventing conflicts with your drawing actions
• Session recording processing is now more reliable and accurate

Data Management

• Client import functionality now supports larger file uploads, handling files over 2 GB in size
• File size processing for imported data is now more accurate and reliable