Release Notes — September 4, 2026: More Accurate Billing, Claims, and Revenue Reporting

This Clerie EHR release brings more accurate billing and claims handling for mental health practitioners, with clearer archived session behavior, safer auto-charge scheduling, and trustworthy revenue reporting for your practice.

Billing Improvements

• Archived sessions no longer show up as unbilled work, so your outstanding balances reflect only real, billable appointments.
• You can now archive a session even if its invoice has already been paid — archiving is a records action and no longer blocked by payment status.
• Rescheduling a session no longer affects billing records or balances, so moving an appointment is a clean, no-surprises action.
• Payment messaging while a charge is still processing has been corrected — staff are no longer prompted to refund a payment that actually went through.
• Reversals on individual charge lines are handled more reliably and stay consistent across invoices.

Automatic Payments

• When a session is rescheduled, its automatic charge is now deferred to the new time instead of being dropped altogether.
• Automatic charges are re-checked against whether the session is still billable before running, preventing charges for sessions that shouldn't be billed.
• Pending automatic payment activity is now grouped by the reason it's waiting, making it much easier to see what needs attention.

Claims and Insurance

• Draft or unfiled claim work no longer occupies a session's claim slot, so you can file the real claim without getting blocked.
• Correction drafts can no longer be submitted as if they were claims, protecting you from accidental duplicate filings.
• Claim status reporting is more accurate — in-progress drafts are no longer counted as live, submitted claims.
• Resubmissions now correctly recognize replacement claims, and tasks tied to archived claims can no longer be changed.
• Stronger safeguards at every claim submission point mean fewer incorrect or duplicate submissions reaching payers.

Reporting

• Revenue reports now measure what was actually billed rather than mixing in what's still owed, giving you numbers you can trust for both point-in-time and period-over-period views.

Admin

• Admins can now see all organizations a user belongs to, including past ones, making account history easier to review.