Release Notes — September 17, 2026: Assessment Instructions, Insurance Response Tools, and Cleaner Diagnosis Handling

This Clerie EHR release brings clearer standardized assessment instructions for clients and clinicians, safer insurance payment handling, and smarter diagnosis code validation for mental health practices.

Assessment Enhancements

• Standardized measures now include dedicated client and clinician instructions, so respondents see the instrument's own wording rather than internal staff notes.
• Clinician instructions are collapsed by default, keeping the assessment view focused while staff guidance stays one click away.
• Your practice can now publish a curated assessment library, with versioned definitions so everyone works from the same approved wording.
• Session assignments and recurring assessment schedules now consistently use your practice's published version of each measure.
• Assessment administration instructions are now included when you export records to PDF.
• Scoring guidance on measure cards has been corrected to match published scoring bands and official guidance.
• Fixed an issue where a measure without finished wording could show a respondent a blank screen, and tightened up spacing at the top of the assessment form.

Insurance Payments & Remittances

• Insurance response handling now walks you through one clear flow: you preview the resolved visit and confirm before any money moves.
• Recoupments, take-backs, and adjustments are now read strictly from the response for the claim you're viewing, so figures from other claims can never bleed in.
• Applying an adjustment now refreshes the affected visit's balance immediately, so what you see matches what was written.
• Options that could produce a duplicate or misleading result have been removed, and dialog wording now accurately describes what each action will do.
• The attribution console now shows exactly how much recoupment an attribution releases.
• AI analyses of insurance responses are now clearly marked as stale when they were generated from an older analysis version, and are scoped to the claim you're reviewing.

Claims & Billing

• Clerie now refuses to submit a $0.00 claim before it reaches the payer, including on corrections.
• Diagnosis codes with stray leading spaces or typographic dashes are now cleaned on save, fixing cases where a diagnosis could appear blank across claim screens.
• You'll now be asked to confirm before saving a treatment plan whose diagnosis carries no code.
• Clearer messaging when tracking claim acknowledgements, including corrected references to "other claims."

Payer Tasks

• A payer task that was reissued no longer stays stuck on "Action needed" after you've completed it.
• Moving a to-do item now correctly adopts the wording of the task it moves to.

Imports & Exports

• Guidance for importing clients from another system now points to the correct report, making migrations smoother.