Release Notes — November 3, 2026: Smarter Service Line Billing and Steadier Telehealth Video

This Clerie EHR release brings per-unit rates and duplicate code warnings to session billing, more reliable camera switching in telehealth, and a smoother intake experience for therapists and mental health practices.

Billing Codes & Service Lines

• Service lines now accept a per-unit Rate alongside a read-only Amount, so your charge is calculated for you instead of typed by hand.
• Units are editable directly on the service line row and scale the charge automatically.
• If a typed total can't be divided evenly across a multi-unit line, Clerie now tells you rather than quietly rounding.
• Clearing a Rate shows you the $0 it will save before you commit to it.
• Service line headers line up with their columns, and the saving indicator now sits beside the Amount so you can see exactly what's being saved.

Duplicate Procedure Code Warnings

• Clerie now flags a repeated procedure code in the Billing Codes card as you type it, before it's saved.
• The warning appears as a clear tag with a tooltip that names the code it was counted under, so you can spot and resolve the overlap quickly.

Payments & Claims

• A payment aimed at a specific visit now pays down what that visit owes before applying anything as a prepayment.
• Collections no longer prepay a target while the visit still has an outstanding balance.
• Claim access is now properly restricted to authorized users on the client's record.

Supervisor Plans & Team Seats

• Clinics without a card on file can now choose the Supervisor plan, and the team's Add a card screen has a clear way back.
• Supervisors who don't see clients are no longer charged an AMA royalty.
• Therapist Seats now shows who has no access past the plan cutoff, with a short explanation of why.
• Change Tier now reflects plan availability accurately after the free-plan cutoff.
• Supervisors with an older invoice remain correctly listed on staff, and continue to appear as the rendering provider on claims where appropriate.

Telehealth Video

• Switching cameras is far more reliable: the previous camera is released before the new one opens, so picks no longer strand your video.
• Camera selections now hold steady across microphone changes, reconnects, and turning your camera off and back on.
• Failed camera switches are announced clearly instead of being reported as successful switches, and Clerie will retry automatically when a camera is still being freed.

Client Intake

• Questionnaire answers are now saved as your client progresses, and skipping a section is no longer treated as completing it.
• Clients are warned before leaving a questionnaire with unsaved answers.
• The card-on-file step is skipped automatically when your clinic isn't set up to store cards yet, and no longer flashes or hangs on "Loading...".

Reports & Reliability

• The Clients by Payer report now shows each client's own next appointment and reports payer details more accurately.
• Autosave now correctly tracks unsaved changes when you revert edits while a save is still in flight.
• Organization deletion is more resilient, processing accounts in the right order and handling payment-provider errors gracefully.