Release Notes — Week of March 9, 2026: Major Billing Pipeline & Assessment Revenue Enhancements

Comprehensive billing workflow improvements, AI-powered assessment recommendations for increased revenue, enhanced supervisor oversight tools, and streamlined practice management features for mental health practitioners.

Billing & Claims Management

• You can now automatically draft claims for all session types with improved workflow automation
• You can sync billing codes directly from treatment plans to claim edit pages with one click
• You can search all claims globally with smart filtering based on your current billing stage
• You can view insurance payment details directly in your claims list with new inline ERA columns
• You can automatically resolve claim balances when payments are fully processed, eliminating manual steps
• You can track outstanding balances more effectively with a new zero-balance toggle filter
• You can collect payments directly from the reconciliation stage with streamlined charge dialogs
• You can view claim readiness indicators directly in your Bill Prep claims list
• You can access billing pipelines (formerly Claims Pipeline) with enhanced Outstanding Balance stage visibility

Assessment & Revenue Optimization

• You can now receive AI-powered assessment recommendations based on client diagnoses to maximize CPT 96127 revenue opportunities
• You can get automated nudges to complete assessment documentation when viewing claim details
• You can automatically include assessment documentation in progress notes for CPT 96127 audit compliance
• You can track which assessments have been added to notes with improved documentation workflows
• You can receive warnings for undocumented assessments to ensure billing compliance

Supervisor & Clinical Oversight

• You can now use streamlined supervisor review workflows with consolidated documentation and AI-powered feedback
• You can implement supervisor sign-off pipelines specifically for safety plans with enhanced approval processes
• You can access AI quality assessments within supervisor review dialogs for better clinical oversight
• You can use click-to-sign approval processes for treatment plans with improved workflow efficiency

Practice Management Enhancements

• You can now use Cmd+K quick search to instantly find clients from your dashboard header
• You can access extended 90-minute session timeout (increased from 20 minutes) for better workflow continuity
• You can receive browser notifications for session timeout warnings with improved idle detection
• You can view other therapists' calendars within your organization for better coordination
• You can use improved calendar sync that automatically detects cancellations with notification alerts
• You can create group/couples sessions with auto-populated note templates for streamlined documentation
• You can track practice activity with comprehensive activity feeds showing claims, billing, and scheduling actions

User Experience Improvements

• You can search and select clients with improved multi-select dropdowns in event dialogs
• You can discover the Add Question button more easily in intake form builders with enhanced visibility
• You can view therapists sorted alphabetically in care team dialogs for better organization
• You can see loading indicators instead of empty states while appointment data loads
• You can access improved messaging performance with faster load times and optimistic message sending