Release Notes — September 30, 2026: Smarter Payment Collection, Clearer Recording Recovery

This Clerie EHR release brings one-step credit-and-card collection, more trustworthy payment results, and stronger session recording recovery for mental health practices — plus notes and claims accuracy improvements for therapists.

Payments & Collections

• Applying a client's credit balance and charging the remainder is now a single collection — no more running two separate transactions and hoping they line up.
• Collections that are fully covered by credit now correctly report as successful instead of showing a misleading failure.
• When a collection charges nothing to a card, you're no longer asked to pick a payment method.
• Credit entry is now easier to type into, and the credit field clearly shows the amount that will actually be applied rather than just what was keyed in.
• Credit is applied to the line you clicked, limited to that line's remaining balance, so you never over-apply against a charge that has no debt left to settle.
• If your client's credit balance can't be read, Clerie now stops and tells you instead of quietly treating it as zero.
• Payment results are far more trustworthy: a lost or unreadable response from Stripe is now reported as an unknown outcome rather than a false decline, a captured card is never reported as 'nothing moved', and declines are consistently labeled as declines.
• Collection failures now give one consistent explanation and one set of next steps, so billers aren't left guessing whether a card was charged.
• Validation happens before any credit moves, and only for cards that will actually be charged.
• Payment dialogs now close cleanly after submission, and a stale dialog session can no longer authorize a second attempt.

Session Recording

• You can now recover an interrupted recording directly from the client Overview, and cancelled recordings are never offered for recovery.
• Dismissing a failed stop no longer discards your audio — discards are now explicitly confirmed, and Clerie tells you exactly how the recovery offer was closed.
• Audio a clinician permanently deleted will never be re-attached to a session.
• The cancel flow has been tightened end to end, and pausing or restarting a recording now stops capture cleanly.
• Session cards no longer promise a transcript that won't be produced, and telehealth sessions are consistently handled at a single, reliable checkpoint.
• Recording status is now stated directly rather than inferred, so what you see reflects what's actually happening.

Notes & Documentation

• Pasted content now behaves consistently: what you see in the preview is exactly what gets saved.
• Long notes are no longer silently truncated on save, and lengthy AI reasoning now falls back gracefully instead of cutting off.
• A failed extraction can no longer copy a group note into an individual client's chart, and re-running extraction no longer removes archived notes.
• Copying note content is now all-or-nothing — no more half-applied copies or hidden partial failures.
• Attestation sections now draft correctly, and AI drafting considers note content and formatting separately for better-shaped results.
• The notes panel no longer refuses to load after certain edits.

Claims & Coordination of Benefits

• Corrections are now filed under the exact claim number the payer echoed back, including legacy over-length claim numbers, reducing rejections.
• Claim routing rules for billing and rendering provider scenarios have been corrected and clarified, so more claims go out right the first time.
• Coordination of benefits handling is more accurate for claim numbers containing special characters.

Reliability & Polish

• Dialogs now scroll properly with your mouse wheel and keep their action buttons on screen even when the content is tall.
• Removed a dead dialog and several confusing warning states that could appear without cause.