Wednesday, June 3, 2026
Release Notes — June 3, 2026: Enhanced Claims Management and Telehealth Collaboration
By Clerie Team
This release introduces improved claims management with a redesigned interface, enhanced telehealth collaboration features including whiteboard requests, and refined assessment assignment permissions for better practice administration.
Claims Management Improvements
- Renamed the billing interface to 'Claims (Beta)' for clearer navigation and functionality
- Enhanced invoice processing with improved payment allocation calculations
- Fixed billing redirect options to properly hide when invoices are voided or paid
- Improved claim creation workflow with better validation and error handling
Telehealth Enhancements
- Added 'ask to open whiteboard' feature allowing clients to request whiteboard access during sessions
- Enhanced screen sharing controls with better request management and moderator notifications
- Improved session reliability with better handling of screen sharing failures and reconnection issues
- Added visual indicators for pending collaboration requests in the moderator controls
- Enhanced audio sharing options during screen sharing sessions
Assessment and Permissions Updates
- Introduced new assessment assignment permissions allowing administrators to delegate assessment management
- Refined admin access controls for better separation of clinical and administrative functions
- Enhanced schedule viewing permissions with improved access controls
- Improved assessment portal compatibility for practices with restricted data access
