Release Notes — June 11, 2026: Billing & Onboarding Improvements

Enhanced billing accuracy for multi-entity practices, improved client consent workflows, and streamlined onboarding experience for mental health practitioners using our EHR platform.

Billing & Insurance Improvements

• Improved accuracy of insurance claim processing for practices with multiple business entities
• Enhanced payment posting to better match claims with the correct practice locations
• More reliable revenue tracking and reporting for complex practice structures

Client Consent & Forms

• Fixed issue where consent forms could lose progress when signing multiple documents
• Improved reliability of consent form completion in kiosk mode
• Better handling of duplicate consent records to ensure most recent information is used

Getting Started Experience

• Updated onboarding videos with clearer client import instructions
• Streamlined setup checklist with improved organization and removed duplicate items
• Enhanced guidance for new practices setting up their EHR system

Team Management

• Improved security for therapist invitations to prevent cross-organization access
• More reliable team member onboarding process with better error handling

Notifications

• Temporarily disabled session notes completion emails while we improve the notification system