Release Notes — September 27, 2026: Treatment Plan Revisions, Smarter Diagnosis Management, and Assessment Updates

This Clerie EHR release introduces a full treatment plan revision history with clear plan standing, drag-and-drop diagnosis management on claims, and practice-wide assessment improvements for mental health practitioners.

Treatment Plans & Revisions

• You can now revise a treatment plan and have the previous version retired automatically, so there's always exactly one plan in force for a client.
• Each plan now clearly shows its standing — whether it's in force, a draft in progress, replaced, or archived — instead of leaving you to guess.
• Use "Make Current" to deliberately choose which plan is in force for a client, rather than relying on timing or ordering.
• Only one revision can be open at a time. If a revision is already underway, the plan card takes you straight back to it.
• Archiving a plan now cleanly cancels any in-flight revision or edit request, so you won't be left with half-finished work.
• Archived plans present a single clear action, and unarchiving returns the plan as history rather than putting it back in force alongside its replacement.
• Plans that have been superseded keep their recorded history permanently, so restoring a plan never rewrites what actually happened.
• Plans that aren't assigned to a case now say so plainly, and revising is no longer blocked based on the wrong context.
• Assigning a plan to a case is now treated as a deliberate change to which plan is current, and Clerie asks before making it.
• An empty chart no longer incorrectly reports that a plan is in progress.
• Plans that can no longer be revised are only blocked where that's genuinely true, based on each plan's own care context.
• Behind the scenes, plan changes are now serialized so simultaneous edits by different team members can't leave a client with conflicting current plans.

Billing & Claims

• You can now drag a diagnosis between service lines on a claim — or drag it off a line entirely — with a clear drop target for unassigning.
• Removing a diagnosis with the × now renumbers the remaining diagnoses correctly and keeps the pointers on service lines accurate.
• The ICD-10 picker now marks codes already on the claim instead of hiding them, so you can see the full picture.
• Adding a diagnosis the claim already has is no longer treated as an error, and editing a code can't collide with one another row already holds.
• If a diagnosis move is rejected or interrupted, the claim now reconciles with the server instead of displaying a link that didn't save.
• Superbills now pull diagnosis codes from the client's treatment plan, and an unusual character no longer prevents the PDF from generating.

Provider Seats & Subscriptions

• Deactivated providers can no longer be placed on a paid tier, and seat pricing now behaves consistently in both directions when a seat is turned off.
• Tooltips and messaging around provider deactivation are now accurate about what happens when a provider returns.
• Tier changes and access removal are now handled as separate events, with grace periods honoring the actual expiry date so you keep what you've paid for.
• Seat changes are now applied through a single, enforced path, reducing the chance of billing surprises.

Assessments

• The AUDIT alcohol-use screener is now available by default across all practices, so every clinic has it on hand.
• AUDIT item 3 now counts standard US drink sizes for more accurate scoring with US-based clients.