Release Notes — Week of February 23, 2026: Major Billing Enhancements and Telehealth Improvements

This week brings significant improvements to insurance billing workflows, telehealth session management, and treatment planning tools to help mental health practitioners streamline their practice operations.

Insurance Billing & Claims Management

• You can now edit insurance benefits manually with a complete audit trail for greater billing control
• Added superbill generation for both clients to download themselves and staff to create on demand
• Bulk claim submission and cancellation options now available for faster processing
• Claims list now shows CPT modifiers alongside codes and includes expandable inline editing
• Enhanced claims dialog with tabbed layout and improved CPT code autocomplete
• Added resubmission workflow for rejected claims with AI-powered fix suggestions
• Payment transaction classification now uses waterfall allocation for clearer responsibility tracking
• Streamlined payment buttons and added hints about fee savings for bulk payments
• Outstanding balances table now includes dynamic column visibility and client-side pagination

Telehealth Session Updates

• Mobile clients now remain on the waiting screen until you join the session
• Recording automatically starts when you join a telehealth session
• Removed early-join restrictions - clients can now see session information without being blocked
• Improved client waiting room experience with better connection handling

Treatment Planning & Documentation

• Added client co-signature capability for treatment plans to meet DHHS compliance requirements
• Enhanced diagnosis management with drag-to-reorder functionality per service line
• Expanded presenting problems library with comprehensive options and free-form editing
• Improved treatment plan generation with better CPT code discoverability for couple therapy
• Added notification system when clients co-sign treatment plans

Practice Management Tools

• New intake workflow prioritizes client portal links with improved split-button design
• Added insurance billing toggle for self-pay-only clinics to simplify workflows
• Assessment library now supports export and import functionality
• Consent forms can be exported and imported across your practice
• Auto-scroll feature helps users quickly find form validation errors
• Practice settings now auto-save on field changes for seamless updates

Organization & Team Features

• Added comprehensive subscription management including cancellation and reactivation options
• New organization-level setting to hide sample data across your entire practice
• Enhanced team permissions with Owner role documentation
• Therapist filtering and consolidated toggle options for better team management
• Automatic therapist profile creation for owners during organization signup