Release Notes — June 4, 2026: Enhanced Billing Controls and Invoice Management

Improved billing permission controls, enhanced invoice management for combined statements, and streamlined note generation status tracking in your mental health EHR platform.

Billing & Payment Improvements

• You can now process refunds with enhanced security controls and clearer permission settings for billing team members
• Combined invoices now use accurate balance calculations for payment reminder scheduling
• Improved refund processing handles payment shortfalls more accurately by calculating precise adjustment amounts
• Enhanced error handling and validation when editing invoice line items prevents billing discrepancies

Clinical Documentation

• You can now track note generation status more reliably through our API, improving visibility into transcription progress
• Enhanced claim processing workflow ensures draft claims can only be merged when parent records are properly secured