Release Notes — September 19, 2026: Sign & Submit Claims, Safer User Access, and Billing Corrections

This Clerie EHR release streamlines claim signing and submission, adds a bulk CPT correction tool, and makes user access and permission changes clearer and safer for mental health practices.

Claims & Submission

• Signing now happens at the moment you submit. The new Sign & Submit flow replaces the separate signature card in the claim editor, so there's one clear, final step before a claim leaves your practice.
• The Status Summary now shows only the identifiers billers actually use day to day, with everything else a click away.
• Claims are protected while a submission is in flight — you can no longer start a conflicting change mid-submission, preventing duplicate or partial sends.
• Adding a diagnosis to a draft claim now links it correctly while preserving the diagnoses you've already attached.

Billing Corrections

• A new CPT correction tool lets you fix procedure codes across affected charges, with a read-only preflight so you can review exactly what will change before anything is written.
• Cancelled claims no longer let their codes drift out of sync with the rest of your billing record.
• Charge amounts on a service line can now be cleared when you need to start over.
• The seeded Intake Assessment service now bills the correct 90791 code.
• Charges on sent claims are held and invoices locked, so historical billing can't be altered out from under a submitted claim.
• Backfilling a missing encounter no longer voids existing work if part of the process fails.

User Access & Permissions

• User editing is now consolidated into a single Edit User dialog, so role, access, and PHI settings all live in one place.
• PHI restriction settings now read clearly as the current state and update live as you toggle them — and a role change no longer silently discards a standing PHI decision.
• You're protected from accidentally locking yourself out: the self-restriction guard blocks new lockouts while respecting settings you already had.
• Unassigning a provider now warns you first and reroutes that provider's alerts, so nothing falls through the cracks during a handoff.
• The handoff picker now leads with "Leave unassigned" for clearer choices.
• Caseload and roster counts are always re-checked at the moment you act on them, rather than served from a stale view.

Calendar & Sessions

• Team members who can't see service amounts can no longer unintentionally reset a session's fees to $0.
• Editing a recurrence pattern no longer pulls a session that was intentionally moved to a different case back onto the series.
• Editing a session roster no longer makes assumptions about who attended — Start Claim and the session dialog now tell you exactly what saving will do.
• A failed billing sync now heals automatically the next time you save on the calendar.

Intake & Consent

• Intake no longer asks clients to state a preferred meeting format, trimming an unnecessary question from the form.
• The Informed Consent Confidentiality clause has been updated to use clinically appropriate, non-stigmatizing language around suicide.