Release Notes — June 6, 2026: Enhanced Client Import & Billing Features

New insurance field support, improved column matching, and enhanced billing indicators help mental health practitioners streamline their EHR workflows and practice management.

Client Import Improvements

• You can now import primary and secondary insurance information along with patient fields from your existing practice management systems
• The system now learns from your column mapping choices to automatically suggest better matches in future imports
• Improved organization switching that properly resets therapist selections when moving between different practice locations
• Enhanced column matching that adapts when new field aliases are discovered during the import process

Billing & Ledger Enhancements

• Added visual lifecycle indicators directly on service line rows to quickly see the status of your billing entries
• Improved currency formatting on patient balance displays with more stable service date sorting
• Enhanced transaction detail views that remain visible when customizing your column layout
• Better organization of client sorting options in your billing ledger

Telehealth Updates

• Improved handling of screen sharing failures with better error notifications for both you and your clients
• Enhanced session management that properly stops media tracks when clients exit unexpectedly

Mobile Experience

• Improved getting started checklist that automatically adjusts layout on larger mobile screens for better usability