Releases

Latest updates to Clerie

See the latest features, improvements, and updates we've shipped to make your practice management easier.

Saturday, September 26, 2026

Release Notes — September 26, 2026: Treatment Plan Reviews, Note Revisions, and Telehealth Accuracy

Clerie's latest EHR release brings supervisor review workflows for treatment plans, clearer progress note revision requests, and more accurate telehealth session reporting for mental health practitioners.

Friday, September 25, 2026

Release Notes — September 25, 2026: More accurate insurance payments, smarter assessments, and safer scheduling

This Clerie EHR release improves insurance remittance accuracy, adds skip logic to substance-use screeners, and prevents invalid appointment times — helping therapists keep practice management clean and reliable.

Thursday, September 24, 2026

Release Notes — September 24, 2026: A Phone-Sized Calendar, Smarter Recurring Series, and a Refreshed Client Portal

Clerie's latest EHR release brings a mobile-friendly calendar and client list, more reliable recurring appointments, clearer assessments, and a redesigned client portal for mental health practitioners.

Wednesday, September 23, 2026

Release Notes — September 23, 2026: Preferred names in messaging, safer client deletion, and smarter assessments

This Clerie EHR release brings preferred names to messaging, more reliable message drafts, improved client list sorting, and clearer assessment wording for mental health and therapy practices.

Tuesday, September 22, 2026

Release Notes — September 22, 2026: Cleaner collateral assessments and clinic-wide bulk edits

This Clerie EHR release brings more reliable collateral assessment invitations, a new bulk-edit tool for client charts, and steadier insurance eligibility and claims workflows for mental health practices.

Monday, September 21, 2026

Release Notes — September 21, 2026: More Reliable Insurance Claims and Payer Setup

This Clerie EHR release brings smarter rendering provider selection on claims, clearer payer enrollment guidance, and a more dependable claims workflow for mental health therapists managing insurance billing.

Sunday, September 20, 2026

Release Notes — September 20, 2026: Smarter Payer Search and Clearer Claim Matching

Clerie's latest EHR update brings smarter payer search, clearer match confidence, and more reliable claim submissions for therapists and mental health practices.

Saturday, September 19, 2026

Release Notes — September 19, 2026: Sign & Submit Claims, Safer User Access, and Billing Corrections

This Clerie EHR release streamlines claim signing and submission, adds a bulk CPT correction tool, and makes user access and permission changes clearer and safer for mental health practices.

Friday, September 18, 2026

Release Notes — September 18, 2026: Accurate Claims, Clearer Onboarding, and Smarter User Access

This Clerie EHR release brings more accurate claim submissions, clearer onboarding guidance, and stronger user access controls for mental health practices — helping therapists keep billing and practice management clean and reliable.

Thursday, September 17, 2026

Release Notes — September 17, 2026: Assessment Instructions, Insurance Response Tools, and Cleaner Diagnosis Handling

This Clerie EHR release brings clearer standardized assessment instructions for clients and clinicians, safer insurance payment handling, and smarter diagnosis code validation for mental health practices.