Release Notes — September 29, 2026: Smarter Payment Collection, Self Pay Filters, and More Accurate Claims

This Clerie EHR release brings credit-aware payment collection, new Self Pay search and filters, and a wave of accuracy fixes for claims and remittance posting — helping mental health therapists keep practice management billing clean and trustworthy.

Payments & Client Balances

• Collect now opens on a client's full outstanding balance and automatically applies any available credit first, so you take fewer steps to settle an account.
• Credit on file can now pay down account-level fees directly — no separate workaround needed.
• Payments now show exactly which charges and sessions they were applied to, instead of surfacing just one of them.
• Payment breakdowns now report where each receipt's money actually sits, including unapplied cash across older payments.
• Balance and transaction amounts now always reflect current, live values rather than what was recorded when the entry was first created.
• Looking up a single client's balance now resolves correctly to that client's practice, even if you work across multiple locations.

Self Pay & Billing

• You can now search Self Pay and filter by client and date of service to find what you need faster.
• Clearing your filters now reliably cancels any in-progress search, so results no longer refresh unexpectedly.
• The client picker now selects the correct person when you navigate by keyboard — helpful when multiple clients share a name.
• You can reorder ICD-10 diagnosis codes on a claim by swapping their positions.
• Diagnoses on a claim now correctly stay tied to that claim's own patient.
• Claim pages now refresh the Claims (Beta) rollup automatically, matching the session tab's behavior.

Claims Accuracy

• Telehealth sessions now automatically derive the correct place-of-service code, with the alternate telehealth code available as a clearly labeled choice.
• Resubmitted claims now track the correct submission identifier, so status and history stay accurate after a resubmit.
• The rendering provider recorded on a claim is now read from the correct place in the claim file, improving payer acceptance.
• Box 24G edits now stay with the claim editor, keeping line-level details consistent.

Remittance & ERA Posting

• Payer take-backs now post accurately on replay: reclaimed money no longer generates a receipt, and take-backs that no longer stand are no longer treated as active.
• Whether funds are still recouped is now determined from the actual money on the account rather than a chain of prior actions — producing more trustworthy reconciliation.
• Net payment signs on remittances now match the underlying collected cash.
• Reversal actions can no longer cancel out one another's corrections, preventing confusing double-undo results.
• Remittance previews now explain why an item can't be posted instead of failing outright.
• Genuine duplicate payments are now recognized and routed to the correct payer-refund workflow.

Cases, Clients & Permissions

• A case's primary therapist must now be a therapist at that case's clinic, preventing invalid assignments.
• Administrators who also see clients can now reassign a case's primary therapist.
• Supervisors are correctly prevented from modifying a case's care team.
• Care team and reassignment screens now reflect your actual, server-verified permissions for the specific client you're viewing — not a general default — so what you see matches what you can do.
• Client-payment actions now re-verify that you still hold staff access at the moment you act.