Release Notes — September 24, 2026: A Phone-Sized Calendar, Smarter Recurring Series, and a Refreshed Client Portal

Clerie's latest EHR release brings a mobile-friendly calendar and client list, more reliable recurring appointments, clearer assessments, and a redesigned client portal for mental health practitioners.

Mobile Calendar & Clients

• The Calendar now has a phone-sized layout, so you can review your day, week, and rooms from your phone without pinching and scrolling.
• Tapping a day in the mobile week strip opens exactly that day.
• Appointment details opened on a phone can now be closed again reliably.
• A single row on mobile tells you what you're looking at — the date range, the view, and any client filter applied — including filters that previously showed up unnamed.
• The Clients tab is now phone-friendly, and the overflow menu opens onto real options instead of an empty panel.

Calendar Accuracy & Polish

• Multi-day appointments now show when they actually end instead of being labeled "All day".
• Pending bookings and events that stretch into the current week now appear where you'd expect them.
• Calendar date ranges no longer shift based on the timezone of whoever is viewing — everyone on your team sees the same schedule.
• The Rooms view shows a loading indicator while it loads and now renders properly over the page background.

Recurring Appointments

• Recurring series now keep their intended time through daylight saving changes, including the repeated autumn hour.
• Editing a recurrence no longer re-anchors the whole series or unexpectedly shifts later appointments.
• Changing the schedule of a series no longer reverts its modality, and switching the appointment type now applies to both the series and the session you're working in.
• Edits made from an archived occurrence are now refused with a clear outcome, and archived occurrences are correctly excluded from "this and all future" changes.
• Start and end times for a series are now resolved together, eliminating mismatched or partially saved schedules.

Assessments

• Assessments now show who they're assigned to at a glance.
• The CSI-16 now reads and displays like the original form, with rating scales that fit neatly within their cards.
• Assessment status now reads consistently everywhere, including restricted summaries, so different screens give you the same answer.

Client Portal

• The client sidebar has been redesigned with three clear zones, distinct icons, a lighter active row, and it now stays in place as clients scroll.
• Navigation now badges outstanding assessments so clients know what's waiting for them.
• The Join video button now carries the client's access directly, making it easier to get into a telehealth session.
• Every client now sees your clinic named in the portal, and the mobile drawer scrolls properly.
• Portal pages load faster and use less data thanks to lighter background updates, with improved display on older Safari versions.

Intake Forms

• Intake audiences now correctly determine who gets asked which questions, without affecting what appears on the chart.
• Sections a client isn't part of are no longer filled in or shown with unanswered questions.
• Education responses such as "High school diploma/GED" now match stored values correctly.

Getting Started

• The setup checklist no longer offers steps your clinic isn't able to complete.