Release Notes — October 20, 2026: Drill Into Any Report Number, Plus Clinic-Wide Recording Defaults

Clerie's latest EHR release lets therapists drill into any report figure to see the underlying rows, set a clinic-wide Session Recording default for new cases, and enjoy smarter claim safeguards and recording reminders for smoother mental health practice management.

Reporting

• You can now click into a number on your reports to open a drill-down panel showing exactly which records make up that figure.
• Saved reports carry their own columns into the drill-down panel, so what you see matches how you built the report.
• Exporting to PDF now prints your tiles exactly as they appear on screen, including any narrowing you've applied through a drill-down.
• Tiles showing zero no longer invite a click, since there's nothing underneath to show.
• Reports and drill-down data are now kept separate per user, so you always see figures scoped to your own access.
• If your session has expired, a report tab now tells you clearly that it couldn't load instead of leaving you guessing.
• Totals no longer open a panel while a report is still refreshing, and the Write-offs previous-period comparison now stays put.

Session Recording

• Your clinic can now choose whether new cases start with Session Recording turned on by default, saving your team from setting it case by case.
• Leaving a settings page open no longer risks reverting your recording default back on.
• When a session reaches its booked end time, you'll get a prompt after a short grace period, complete with an audible chime and a flashing tab title so you don't miss it even in another window.
• Time-limit warnings now chime and flash the tab title as well.
• Longer bookings and extended time limits are now handled correctly, and start-of-session notices for long bookings only state what's actually true for that booking.

Claims & Billing

• Clerie now warns you — rather than blocking you — before refiling a claim the payer hasn't responded to yet, so you stay in control.
• Replacement claims are now prevented when a payer could only read the correction as a duplicate, helping you avoid denials.
• A manually typed claim number no longer overrides the payer's number on file, and refusal messages now clearly explain what each button does.
• Payments parked against visits denied as duplicates can now be properly resolved.
• Rolling back an accepted remittance no longer leaves a misleading "ERA applied" entry in the activity history.

Stedi & Enrollment

• Enrollment form links now open the PDF directly instead of returning an authorization error.
• Payer responses with trailing punctuation are now handled gracefully, and any refusals are shown as a clear, readable page.

Cases

• Case pages now explain what went wrong when data can't be loaded, instead of failing silently.