Releases

Latest updates to Clerie

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

Tuesday, October 6, 2026

Release Notes — October 6, 2026: Redacted Billing View for Billing Staff

Clerie's latest EHR update gives billing staff a privacy-safe session view, smarter insurance payment handling, and more reliable scheduling for mental health and therapy practices.

Monday, October 5, 2026

Release Notes — October 5, 2026: Smoother addendum editing and signing

This Clerie EHR release makes note addendums easier to revise, withdraw, and sign, with clearer feedback throughout the documentation lifecycle for mental health therapists.

Sunday, October 4, 2026

Release Notes — October 4, 2026: Smoother Supervision and Note Review

Clerie's latest EHR update makes clinical supervision more reliable for mental health practitioners, with a new way for supervisees to revise notes under review and important fixes to the review and co-signing workflow.

Friday, October 2, 2026

Release Notes — October 2, 2026: Find Notes by Date, Search Clients by Phone

Clerie's latest EHR update lets mental health therapists find progress notes by signed, created, or updated date and look up clients by phone number in any picker, plus a long list of billing and scheduling reliability fixes.

Thursday, October 1, 2026

Release Notes — October 1, 2026: Clearer Invoicing, Smarter Copay Handling, and More Reliable Recording

This Clerie EHR release brings more accurate invoicing and copay billing, cleaner insurance and payer information, and more dependable session recording for mental health therapists and practice management teams.

Wednesday, September 30, 2026

Release Notes — September 30, 2026: Smarter Payment Collection, Clearer Recording Recovery

This Clerie EHR release brings one-step credit-and-card collection, more trustworthy payment results, and stronger session recording recovery for mental health practices — plus notes and claims accuracy improvements for therapists.

Tuesday, September 29, 2026

Release Notes — September 29, 2026: Smarter Payment Collection, Self Pay Filters, and More Accurate Claims

This Clerie EHR release brings credit-aware payment collection, new Self Pay search and filters, and a wave of accuracy fixes for claims and remittance posting — helping mental health therapists keep practice management billing clean and trustworthy.

Monday, September 28, 2026

Release Notes — September 28, 2026: Faster diagnosis entry and more reliable treatment plans

Clerie's EHR for mental health practitioners makes diagnosis entry faster in treatment plans, shows every participant's plan in couples and family sessions, and delivers a more reliable, permission-aware planning experience for therapists.

Sunday, September 27, 2026

Release Notes — September 27, 2026: Treatment Plan Revisions, Smarter Diagnosis Management, and Assessment Updates

This Clerie EHR release introduces a full treatment plan revision history with clear plan standing, drag-and-drop diagnosis management on claims, and practice-wide assessment improvements for mental health practitioners.

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.