Release Notes — Week of July 20, 2026: A New Client Portal Login, Smarter Insurance Verification, and Expanded Assessments

This week's Clerie EHR release brings a redesigned client portal sign-in, honest out-of-network and copay insights from insurance verification, a large library of new assessments, and safer billing and claims workflows for mental health practices.

Client Portal

• Clients now have a dedicated login page with separate email and phone fields, a searchable profile picker that shows preferred name, age, and clinic, and a clean magic-link sign-in.
• Households that share an email or phone can sign in safely — profiles are confirmed with a date of birth, and clients without a date of birth on file get a clear path to contact your clinic instead of a dead end.
• 'Copy portal link' now creates a real, shareable sign-in link, and both copied and sent links land clients on their dashboard.
• Clients who work with more than one case can switch between them from the Overview header, with cases labeled by participant names so they're easy to recognize.
• Homework, documents, and case views are now strictly scoped to the right clinic and case, with clearer empty states and tidier mobile layouts.
• Deep links now survive sign-in — clients return to the page they originally wanted after authenticating.
• Sign-in errors are clearer and more accurate, so a valid link is never mistakenly reported as expired.

Insurance & Eligibility

• Benefit checks now honestly report provider network participation, showing 'In Network' or 'Out of Network' instead of a vague yes/no — with an amber warning badge and toast when a verified policy is out of network.
• Mental health copays are reported truthfully: when a payer doesn't return a copay, you'll see 'not returned' rather than a misleading $0.
• Better copay accuracy — in-person versus virtual copays are distinguished, inpatient room and board charges are excluded, and recommended service copays can be applied in one click.
• When a payer rejects a dependent request, verification automatically falls back to the subscriber so you still get an answer.
• You can verify benefits directly in the insurance wizard, so the saved policy is already verified when you finish.
• Clearer subscriber and relationship labels, editable subscriber names, and plan-level deductible and out-of-pocket details.

Assessments

• A large batch of new measures is available, including AUDIT, CORE-10, CSI-16, GQ-6, ICG, Kessler K6, NIDA Quick Screen, SCOFF, SWLS, YP-CORE, Healthcare Utilization, and a set of visual-analog alliance and outcome scales.
• Improved scoring accuracy — untouched sliders are no longer recorded as answers, scoring resets correctly when question types change, and risk alerts fire reliably on distress measures.
• Cleaner assessment layout with better question grouping, a sticky submit bar, and a shareable, search-hidden preview page.

Billing & Subscriptions

• Buying provider seats now uses a single, itemized checkout with clear pricing, and a paid tier is only granted after payment succeeds — no surprise charges or half-finished upgrades.
• ACH bank accounts now display correctly as your subscription payment method, and active organization discounts appear on the providers page.
• Copay changes now apply to current and future sessions only and never rewrite past sessions, with clear reporting when some sessions are skipped.
• Reactivating a provider no longer risks a double charge, and billing setup returns you to where you left off instead of dumping you in settings.
• Automatic billing for brief assessment codes is now scoped to eligible assessments and clearly surfaced.

Provider Management

• Provider deactivation now offers a grace period for paid tiers, with the dialog naming the exact access-end date; free-tier providers deactivate immediately.
• Clearer access-ending badges that distinguish pending from lost access, with the banner suppressed for multi-role users who remain active.
• Scheduling respects access boundaries — public booking and self-scheduling won't create sessions that run past a provider's last day.

Claims & Remittance

• Secondary and tertiary claim filing now works end to end, reading each prior payer's remittance to build accurate coordination-of-benefits payloads.
• Voids, corrections, and refiles are safer, with better guards against duplicate submissions and mismatched payers.
• Remittance reconciliation is more trustworthy: write-offs respect holds, adjustment types are broken out clearly, and unmatched or foreign remittances are flagged for review instead of quietly applied.
• A review queue surfaces ambiguous matches and file arithmetic discrepancies so your biller can verify and release with confidence.

Client Import & Data

• Client matching during import is far more precise — names, dates of birth, phone numbers, and emails are weighed together so family members sharing an email are no longer merged or duplicated.
• Ambiguous date formats are detected per column and flagged, spreadsheet date handling is timezone-safe, and error reports point to the true source rows.
• Filling in missing data is now opt-in and won't overwrite emergency contacts or revive deactivated insurance policies.

Intake & Scheduling

• A cleaner intake experience with consistent cards, tighter spacing, and no validation errors appearing before you've typed anything.
• Recurring and bulk schedule changes now handle same-day occurrences correctly, so completed sessions aren't accidentally cancelled.
• Booking gives a clearer message when a requested slot is no longer available.

Email & Notifications

• Clients and contacts can now unsubscribe or resubscribe from announcements with per-recipient links, and a settings toggle.
• Broadcast sending is more reliable and reports skipped or undelivered messages honestly.

Security & Privacy

• Extensive hardening across the portal, consents, cases, and client relationships to ensure records are always scoped to the correct clinic and client.
• Login and verification flows no longer reveal whether an account exists, and sensitive details are kept out of error logs.