Release Notes — September 6, 2026: More Accurate Payroll Reporting

This Clerie EHR release brings major accuracy improvements to payroll and compensation reporting for mental health practices, plus tighter access controls on treatment plans.

Payroll & Compensation Reporting

• Payroll exports are working reliably again — reports download cleanly every time.
• Couples and family appointments now appear as a single row that names everyone who attended, instead of a separate row per client.
• Sessions that were deleted, archived, or cancelled without a fee are now excluded from pay runs, so your totals reflect only real, billable work.
• Cancelled future appointments that carried a copay no longer slip into a pay run.
• Each billable unit is now counted in exactly one pay period, eliminating duplicate credit across periods.
• The units column is now labeled and totaled according to the unit type being measured, so you always know what you're looking at.
• Sessions marked as no-charge are no longer mislabeled as needing billing.
• Status now reflects the most current billing outcome for each row rather than an outdated one.
• Each row now indicates whether there is an appointment behind it, making it easier to spot standalone charges.
• Removed the Payment Events column from both reports to reduce noise and make them easier to scan.
• Exported spreadsheets now display all characters correctly in Excel — no more garbled symbols.
• Recovered name details now appear at the end of a name, where you'd expect to read them.
• Work that hasn't been delivered yet is handled correctly and no longer excluded by mistake.

Treatment Plans & Security

• Treatment plan access is now restricted to active staff members, adding another layer of protection around sensitive client information.