Release Notes — Week of February 16, 2026: AI Assistant & Safety Planning

Major updates to Clerie's AI assistant with semantic help search, new safety planning tools, and enhanced client management features for mental health practitioners.

AI Assistant Enhancements

• You can now chat with Clerie's AI assistant directly in your EHR for instant help and guidance
• Your AI assistant can now generate custom reports, send intake forms, schedule sessions, and manage team invitations
• AI responses are now more contextual with access to help articles and your practice settings
• You can customize your AI assistant's response style and conversation history is now saved for future reference
• New suggested prompts help you get started with common questions about using Clerie

Safety Planning & Clinical Tools

• You can now generate AI-powered safety plans that automatically pre-fill emergency contacts from client records
• New click-to-sign functionality makes it easier for clients to acknowledge safety plans
• EMDR note templates are now available to streamline your documentation process
• Safety plan sharing controls now manage edit access rather than just visibility

Client Management Improvements

• You can now add preferred names for clients in addition to their legal names
• New transition action items automatically appear when minor clients turn 18
• Guardian management tools now support consent-related workflows for minors
• Birth date displays are now accurate regardless of timezone settings

Scheduling & Calendar Updates

• You can now configure custom scheduling slot durations to match your practice needs
• Calendar performance has been significantly improved with faster loading and smoother navigation
• Session status indicators now show case note completion status directly on your calendar
• New Active/Recent/History sections in the sessions tab make it easier to find what you need
• Intake scheduling is now optional, with better timezone handling and lead time controls

Telehealth & Session Management

• You can now share telehealth meeting links more easily with inline meeting info during session creation
• Participant notification preferences let you control who gets notified about new telehealth sessions
• Session cancellation and no-show workflows are now more streamlined with waiver options
• Navigation links in session dialogs provide quick access to client details and related information

Billing & Reporting

• New CSV export reports provide detailed billing and session summaries with clinician and payer breakdowns
• You can now set up contracted rates with payers and upload contract documents for reference
• Promotional code support allows custom pricing with self-service management
• Insurance claims are now automatically prevented for cancelled and no-show sessions

Forms & Consent Management

• New interactive consent form templates for ROI and minor treatment with built-in response capture
• Consent form assignments now show pending status with resend capabilities
• You can now void consent signatures when signed by unauthorized individuals
• Auto-population and improved field handling make external consent forms easier to manage

Portal & Client Experience

• Client portal now uses subdomain-based routing for better security and organization
• Assessment tab in the portal has an improved empty state with consistent layout
• Emergency contact information is now optional in intake forms for greater flexibility
• Magic link URLs now use optimized internal paths for faster loading