Release Notes — September 3, 2026: More Trustworthy Balances, Claims, and Payment Posting

This Clerie EHR release makes client balances consistent everywhere, improves claim filing and retries, and makes insurance payment posting safer for mental health therapists and their practice management workflows.

Accurate Client Balances

• "Outstanding" now means the same thing everywhere — on your billing screens and in every AI assistant answer.
• A client who owes money is never labelled paid, and a credit on one encounter can no longer hide a balance on another.
• Each session now ages by its own date rather than the client's oldest one, so your aging reports reflect reality.
• One client's credit can no longer be netted against another client's bill.
• Balance answers now tell you which source the number came from, and flag when the answer is zero because nothing was in scope.
• Overdue status is now calculated the same way across your practice, so different screens can't disagree.
• The aging summary's average and account count now describe the same set of money, and the label no longer overstates what it measures.
• Clients set up for prepayment only no longer show invented service dates or claims.
• Overpaid encounters now correctly reflect applied credit.

Session Prep

• Session prep summaries no longer include billing figures, so your clinical prep stays clinical and never surfaces a stale or incorrect balance.
• Fixed a case where an earlier session's review could be built from a later session's note.
• Amount-due information now appears only where it belongs, and only for clients you actually charge.

Claims & Insurance Billing

• Retrying a claim submission no longer risks damaging the submission it's retrying.
• Amended claims are now filed correctly instead of being refused.
• You'll be warned before refiling a claim the payer hasn't acknowledged yet, and a coded retry that can't be filed as a replacement now clearly refuses instead of failing quietly.
• Claim summaries can no longer display a negative outstanding amount.
• Preservation and transmission safeguards on claim edits have been restored.

Insurance Payment Posting (ERA/EOB)

• Payments are no longer held over a copay that was about to be reversed anyway, reducing unnecessary review work.
• Payment conflicts now read every matching claim rather than an arbitrary one, so dismissals and holds apply to the right money.
• The conflict dialog no longer tells your practice you hand-entered a remittance you never touched, and posting activity is correctly attributed.
• A clinic-asserted copay can no longer be double-counted.
• Unidentifiable payers now raise a warning instead of being treated as a safe change.
• Payments now attach to the correct visit based on how the case is billed, and only when the target is proven to belong to that client — Clerie no longer guesses which visit a payment lands on.
• Dismiss actions are available again with proper safeguards in place, and dismissals are recorded.

Reliability & Access

• Fixed a calendar badge that showed "setup incomplete" even when a session had been paid.
• Accepting a team invitation is now handled atomically, preventing partial or duplicate records.
• Patient account records are created and updated reliably, avoiding duplicates.
• Password reset handling is now covered by automated tests, improving sign-in reliability.