Release Notes — October 13, 2026: Reliable Mid-Session Mic Switching, New Revenue Audit Reports, and Faster Treatment Plan Reviews

Clerie's latest EHR update brings dependable audio capture when you change microphones mid-session, new revenue and write-off audit reports, and a smoother treatment plan review workflow for therapists and mental health practices.

Session Recording

• Changing your microphone in the middle of a recording no longer drops audio from your note — the new device starts capturing before the old one is released.
• If your microphone is unplugged or stops unexpectedly, your recording is processed right away instead of being held, so your note is never stuck waiting.
• A microphone that was disconnected can be selected again to resume capture once it's reconnected.
• Your microphone selection is respected — a change in your computer's available devices will no longer override the mic you picked.
• Pause now cleanly cancels a microphone switch that's still in progress, and moments of lost audio are flagged as soon as they happen.
• The microphone picker only confirms a switch when one actually occurred, so you get accurate feedback.
• Preparing your recording no longer slows down the rest of the app, and a recording that fails to start is immediately released so you can try again.

Billing & Payments

• Clerie invoices are now charged to your practice's current card on file, and any outstanding balance is automatically collected when you update your default card.
• Payment handling is smarter: a temporary processing issue with Stripe is retried automatically, while a genuine bank declination is not — and an unknown charge is never misreported as a refusal.
• Uncollectible invoices continue to block access as expected, voided invoices skip the card check, and an out-of-date block now clears itself automatically.
• A sent secondary claim that's moved back to Draft is now correctly recognized as already filed when you replace it, with clearer warnings for claims still in the queue.
• Clarified claim status language: a clearinghouse rejection never reaches the payer, so rejected claims are no longer described as held.

Analytics & Reporting

• New Revenue and write-off audit reports give you a clear, verifiable breakdown of what your practice earned and wrote off.
• Allowed amounts now correctly net recoupments against the right payer, so a same-payer secondary claw-back no longer understates your Allowed totals.
• Money from archived sessions stays attributed to the clinician who delivered the care.

Treatment Plans

• You can now review a pending treatment plan directly from the client's Treatment tab.
• Feedback is now optional when you request edits to a plan, so you can send it back quickly when no notes are needed.
• Review controls are clearer: importing is disabled while a plan is under review, a view icon appears on items awaiting review, and clinicians can't review a plan on their own record.
• After a review is completed, the session page updates automatically and the specific revision you opened is clearly identified.

Admin & Support

• An optional Birthday column is now available on the admin users table for quick, display-only reference.
• Support requests now correctly route alerts to the right recipients before the request is saved.