Release Notes — May 26, 2026: Enhanced Billing and File Management

Streamlined billing workflows with auto-save functionality and improved file management tools to help mental health practitioners manage their practice more efficiently.

Billing Improvements

• You can now press Enter in currency fields to automatically save your changes, making rate entry faster and more intuitive
• Rate tables no longer shift unexpectedly when auto-save occurs, providing a smoother editing experience
• Enhanced payer management with a new consolidated settings menu for easier access to payer actions
• Improved payer insights with better filtering options and more accurate data display
• Added comprehensive audit logging for payer archive, delete, and rate copying actions to maintain better records
• Fixed loading issues that previously caused brief flashes of 'No payers enrolled' messages
• Streamlined payer action workflows with standalone copy-rates functionality and improved dialogs

File Management Enhancements

• Added bulk delete functionality for organization files to help you manage storage more efficiently
• Improved upload progress tracking with clearer guidance for incomplete uploads
• Enhanced file upload reliability with better handling of long-running uploads
• Added 'View files' link in the upload tray for easier navigation to your files page
• Fixed various upload edge cases to ensure more reliable file transfers
• Improved file activity visibility for therapists to better track document changes