Release Notes — May 30, 2026: Billing Accuracy & Data Import Enhancements

Improved billing accuracy for insurance claim processing and enhanced data import capabilities to help mental health practitioners manage their EHR more efficiently.

Billing & Insurance Processing

• You can now receive more accurate classification of insurance claims, with better detection of coverage denials versus partial payments
• Improved handling of claims with guarantor payments exceeding 100%, which now shows as an advisory notice rather than blocking the transaction
• Enhanced processing of Electronic Remittance Advice (ERA) documents for more reliable claim status updates
• Better management of archived claims, with improved restore functionality that prevents conflicts

Data Import Improvements

• Enhanced organization selection when importing client data from CSV, Excel, and practice management systems
• Improved searchable organization picker that shows ownership and team member context
• Streamlined data import process with better handling of duplicate records and data freshness