Release Notes — September 23, 2026: Preferred names in messaging, safer client deletion, and smarter assessments

This Clerie EHR release brings preferred names to messaging, more reliable message drafts, improved client list sorting, and clearer assessment wording for mental health and therapy practices.

Messaging Improvements

• Your clients' preferred names now appear throughout messaging — on the messaging page, in thread lists, in avatar initials, and in the Messages dropdown in your header.
• Messages you send from a client's chart now appear immediately in your messaging sidebar.
• Unsent drafts are protected: a draft you're working on is no longer cleared or lost when the screen changes, and drafts are kept private to your own signed-in account.
• If a message can't be sent or a thread can't be opened, you'll now see a clear explanation of why, tied to the conversation you're actually looking at.
• Retrying after a messaging error now fully reloads the conversation, and errors clear themselves as soon as things recover.
• Signing out now reliably ends any in-flight messaging activity.

Client Management

• You can now delete every client at your practice in one action, for practices that need a clean slate.
• Client deletion is more reliable and noticeably faster, especially for clients with long histories.
• Deletion permissions are stricter: offboarded owners can no longer purge a practice, and shared sessions can't be deleted by the wrong client's record.
• Sorting your client list now sorts across every client matching your filters — not just the page you're viewing.
• Sorting by Age now uses the stored date of birth, so results stay accurate.
• Paging through a long client list now gives you a stable, consistent set of results as you scroll.

Assessment Enhancements

• Assessment questions and response options now read consistently, with proper question wording and clearly labeled response anchors instead of truncated captions.
• Question text now displays at an appropriate size relative to its answer choices, and spacing stays consistent for typed responses on larger screens.
• Corrected wording on several assessment items so each question reads as intended.
• Your team can now publish a specific, named subset of the assessment catalog rather than the entire library at once.

Calendar & Scheduling

• Group session capacity warnings are now based on your live roster, so you see accurate alerts as attendees change.
• Exceeding room capacity for a group now shows a warning instead of blocking you outright — you decide how to proceed.
• Outdated scheduling suggestions no longer appear as active recommendations.

Client Portal & Admin

• Clients now see their own preferred name on their avatar in the client portal.
• Admins can see each clinic's client count directly in the organizations table.
• Support access now routes correctly: a client-only account opens into their portal rather than a staff dashboard, and access is properly gated by role.

Performance & Reliability

• Behind-the-scenes database improvements make client-related lookups and deletions significantly faster across the platform.