Release Notes — September 22, 2026: Cleaner collateral assessments and clinic-wide bulk edits

This Clerie EHR release brings more reliable collateral assessment invitations, a new bulk-edit tool for client charts, and steadier insurance eligibility and claims workflows for mental health practices.

Assessment Enhancements

• When you send a collateral assessment, you're now asked just once who will complete it — and the invitation goes to that person, addressed to them, with no duplicate invitations.
• Before an invitation is sent, Clerie shows you the exact email address it will go to, so you can confirm it's correct at a glance.
• Confirmation messages now only promise delivery when the address can actually receive the invitation, so you're never told something was sent when it wasn't.
• If you change which client is being assessed, the previously chosen rater is cleared, preventing an assessment from quietly going to the wrong person.
• Assessments completed by your staff are no longer mislabeled as withdrawn, so your assessment history reads accurately.
• Clerie now uses a single, consistent rule for whether an assessment can still be completed, so what you see in the list matches what happens when you open it — and "can this be answered now" is no longer confused with "has this been answered."

Client Chart Management

• You can now update a single field across many client charts at once, saving time on clinic-wide cleanup and standardization.
• Bulk edits show clear, honest limits before you commit, warn you by name when a chart is linked to a staff account, and lock the selected group so the set you reviewed is exactly the set that changes.
• Every bulk edit is recorded in a durable audit trail, so you always know what changed, when, and who made the change.
• Charts linked to staff accounts are now excluded from bulk edits by default, reducing the risk of unintended changes.
• Bulk changes are applied as a single all-or-nothing update, so you'll never be left with a partially applied edit.
• Conflict messages in client dialogs are now accurate and no longer leave the screen in a stuck state when someone else has edited the same record.

Billing & Claims

• Claim screens now confirm your clinic membership before checking permissions, giving you clearer and more accurate access messages.
• Opening a CMS-1500 for a claim that no longer exists now shows a proper "not found" message instead of an unexpected error page.

Insurance Eligibility

• Eligibility roster matching is now more precise, preventing duplicate coverage entries for the same client.
• Replacement coverage records are handled correctly when superseding prior entries, and coverage counts now reflect one row per coverage rather than inflated totals.
• Eligibility checks are more reliable under concurrent activity, so simultaneous work by your team won't cause stalled or conflicting updates.

Imports & Forms

• The client importer no longer groups records into family cases, giving you a more predictable, one-record-per-client import.
• Consent forms your clinic has removed will stay removed and won't be re-added during routine maintenance.