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