Release Notes — Week of March 2, 2026: Major Billing & Supervision Enhancements

This week brings significant improvements to billing workflows, supervision features, and group therapy management, making your EHR more powerful and easier to use for mental health practitioners.

Billing & Claims Management

• You can now add telehealth modifier buttons directly to claim status summaries for faster billing
• Enhanced claim status displays with improved ERA dialog experience for clearer payment tracking
• Automatic superbill email scheduling is now available with per-client opt-in settings
• The system now auto-adds 96127 billing codes when assessments are completed, reducing manual entry
• You can now manually enter ERA data if you have Owner or Billing role permissions
• Fixed issues with insured clients being incorrectly billed as self-pay despite verified eligibility
• Improved claim submission accuracy with better payer identification and resubmission workflows
• Enhanced ERA reconciliation with self-service tools and better unmatched payment handling

Supervision & Care Team Features

• Supervisor approval is now required for treatment plans and case notes from supervised therapists
• Improved supervision dashboard with real data and better access controls
• Enhanced supervision messaging with inline dialogs for smoother communication
• You can now assign and reassign action items to specific staff members
• Added group messaging capabilities for better care team coordination
• New system admin user invitation and role management tools

Group Therapy Enhancements

• Group session attendance is now saved immediately when you toggle selections
• Added group notes feature for multi-client therapy sessions with individual client tabs
• Improved group session UX with always-visible individual notes and re-extraction options
• Fixed duplicate family cases being created during re-import with auto-grouping

Assessment & Documentation Tools

• Expanded question library now includes 30 sections with drag-and-drop functionality between library and forms
• ICD-10 diagnosis codes now auto-fill from treatment plans when creating sessions
• Added dictation microphone button to note content editor with precise cursor positioning
• Fixed dictation issues that could cause text loss during stop/start operations
• Enhanced AI assessment recommendations with better context and duplicate removal
• New cross-screening results card with tabbed recommendations view

Session & Calendar Management

• You can now cancel past completed sessions with consistent button styling throughout the interface
• Added recurring action items that automatically recreate when marked complete
• Calendar now shows cancelled sessions with visual indicators and toggle controls
• Improved session details layout that adapts better to smaller desktop screens
• Enhanced to-do list with new 'Upcoming' tab and reorganized categories

Client Portal & Communication

• Added intake questionnaire functionality to client portal with read-only completed form views
• Implemented unread message indicators across conversation lists and header dropdown
• Enhanced provider profile management with unified editing and professional info fields
• Added mandatory EULA acceptance flow for improved compliance

Help & Onboarding

• Added comprehensive help articles covering telehealth, calendar, sessions, billing operations, and client lifecycle management
• Expanded calendar help documentation to include working hours, integrations, and sharing features
• Added 15+ new help articles for previously undocumented features