Release Notes — Week of June 22, 2026: Public Booking Links, PDF Exports & Smarter Client Billing

Clerie's latest EHR update brings Calendly-style public booking links, one-click PDF exports for notes and plans, and major client billing and claims improvements for mental health therapists and practice managers.

Public Booking & Scheduling

• You can now share a public booking link so prospective and current clients can request appointments directly from a clean, step-by-step booking page.
• Turn client self-scheduling on or off at the clinic level, or per therapist, with a simple master toggle in the new Booking & Sharing settings.
• Require your approval before a self-booked session lands on your calendar. Pending requests appear as outlined, tentative events and in a dedicated approval queue with the client's reason for visit and contact details.
• Approve or decline requests in a focused dialog, optionally assigning a room at the moment of approval.
• Clients can now reschedule or cancel their own appointments from the public link or portal, with clinic-level rules for late-window changes and optional fee acknowledgment.
• Public booking now requires email verification before a slot is held, and stale pending requests expire automatically so your calendar stays accurate.
• Timezone handling has been overhauled so visitors always see the correct day and time for available slots, no matter where they're booking from.
• Booking requests now surface in your dashboard's Upcoming sessions, and a booking-requests history view shows past approvals and declines.

PDF Exports

• You can now download a client's progress notes as a PDF, including manual export of draft or archived notes.
• Treatment plans and safety plans can now be exported as polished PDFs.
• Bundled note downloads respect your selected date range using your local calendar days, and honor a clear cap so large exports stay reliable.
• PDF rendering is faster and more dependable under load, with automatic retries when the system is busy, and dates always render in your own timezone.

Client Billing & Payments

• Client Pay now shows self-pay balances only, with separate Ready to Bill and Invoiced views and a balance-only filter to help you work the list faster.
• A new "Mark Not Billable" action replaces the old Delete/Not Billable split, resolving a session in one step.
• Account credits now appear directly on the client ledger, and prior payments are automatically re-applied when charges are rebuilt or edited.
• Splitting a case now moves the client's full case-scoped chart — notes, treatment plans, safety plans, intake records, billing configuration and assessment schedules — to the new case, and names the new case after the client.
• Automatic self-healing sweeps now catch and correct stranded self-pay payments and orphaned billing rows, so balances stay accurate without manual cleanup.
• Billing lists now show the real payer instead of "Unknown Provider" on unusual rows, and mixed self-pay plus insurance balances are no longer silently dropped.

Claims & Clearinghouse

• Claim status changes now flow through a single, consistent workflow engine, making submissions, ERA posting and status corrections far more predictable.
• Clearinghouse usage is now billed on a clear, separate monthly invoice, with a per-transaction breakdown, CSV export and a "Last billed" summary card.
• Usage that isn't billable yet now displays as "Free until" a given date rather than appearing as a charge.
• Insurance details on claim replacements now refresh correctly when you edit coverage in place, and the rendering provider appears properly on the CMS-1500 when a supervisor signs.

Supervision & Access

• Supervisors now automatically inherit access to their supervisees' clients and care teams, correctly scoped to just those cases.
• Supervisors can control whether their students may use AI-assisted progress notes, and that gate now extends to safety plans and treatment plans.

Messaging & Client Communication

• Select multiple recipients at once for messages, with new staff-level permissions and a Messages dropdown for quicker access.
• Staff with org-wide messaging permission can now reach clients outside their own caseload.
• SMS consent is now clearly tracked and displayed, including who recorded it on the client's behalf, with helpful, actionable messages when a client hasn't consented.
• Portal and intake link sends now report exactly which channels actually delivered, with a per-channel reason when one fails.

Clients List & Consent

• Your client list search and selected tags now persist in the URL, so refreshing or sharing a view keeps your filters intact.
• Search is more responsive and now targets names, emails, tags and IDs directly.
• New optional Tags and Payer columns are available, with insurance data properly gated behind the insurance permission.
• Preferred names now appear consistently across search, lists, calendar details and session prep.
• Consent PDFs are richer, with signature attestation and page numbers, and you can now download voided or imported consents reliably.

Assessments & Telehealth

• Assessment reminders now go out email-first without duplicate texts, and a pre-flight check warns you when a client has no reachable contact channel.
• Sessions with multiple clients now generate a unique telehealth link per client, so each participant joins with their own secure link.
• Whiteboard images shared during a session are now handled more reliably and stay out of the chat transcript.
• Video and audio now adapt to weaker connections for a more stable session experience.