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Release Notes

Here’s what’s new from our product team over the past 12 months.

Release Notes: September 18, 2026

New Features & Improvements  Managed Billing Service Add-On: Added a Managed Billing Service (RCM) card to the Admin Add-Ons page for eligible clinics. Clinic administrators can review the service benefits and request more information directly from the card. Ensai Session Assistant Rebranding: Updated AI Session Assistant to Ensai Session Assistant throughout the Fusion, including the Add-Ons page, account menu, and product management dialogs. 2026–2027 ICD-10 Code Updates: Updated Fusion’s ICD-10 code list with the latest additions and revised descriptions for the 2026–2027 code year. Therapy Activities Comments Field: When flowsheets are enabled for the clinic, the comments field in the Therapy Activities section of Daily Notes now displays more text by default and can be expanded vertically on desktop and tablet.   Resolved Issues  Updated Card Information Display: Fixed an issue where card details automatically updated by a bank through Stripe were not reflected on the Fusion Billing Subscription page. Fusion will now display the current payment method information stored in Stripe. Sender Number for Received Faxes: Fixed an issue where the Received Faxes table displayed the clinic’s fax number in the From column instead of the sender’s number. The originating fax number now appears for both new and existing received faxes. Patient Document Viewer: Fixed an intermittent issue where opening a patient document could display an unrelated test PDF instead of the selected file. Patient documents now open with the correct content.

PRODUCTS::Fusion

Release Notes: September 9, 2026

New Features & Improvements Support Center: Ask Ensai Access support through the new Ask Ensai experience, from the Ask Ensai button in the top navigation bar or by selecting Chat with Support from the Support Center menu. This provides a single place to start a support conversation. Schedule The first-run experience for trial accounts has been updated to make availability settings more intuitive and reduce scheduling warnings when creating initial appointments. The organization’s selected time zone now sets the staff member’s preferred time zone, helping keep availability aligned across the schedule. Default availability has been expanded to 7:00 AM–7:00 PM, covering both in-person and telehealth appointments. Sample recurring appointments in new trial accounts now appear from 7:00 AM to 8:00 AM in the staff member's configured time zone, making them easier to find when first viewing the schedule. Cases & Notes The Wiley editing banner is now hidden for staff with read-only permissions who do not have a Wiley subscription, reducing confusion for users who cannot edit Wiley notes. Reports Updated reports now use Date Start and Date End instead of Date From and Date To, providing more consistent terminology across reporting screens. The Payroll by Rendering Provider and Payroll Data Export reports now use the modernized report experience, with improved navigation and accessibility.  Payroll actions in the Payroll by Rendering Provider Report have been updated for clarity: status badges replace the previous X and checkmark controls, the Paid column is now labeled Actions, and clearer options are available to mark items as Due or Paid Out. These changes make it easier to identify payment status and mark items as paid. Organization The Appointment Reminders setup pages have been updated with improved consistency, accessibility, and navigation. System-wide Tables throughout the application now use bordered styling by default, adding separation between rows and columns to improve readability.  Defect FixesSchedule Switching a non-client calendar event to a telehealth appointment could incorrectly trigger a validation error. You can now change the appointment directly to telehealth without first saving it as in-person. Editing a recurring non-client event could fail to save updates for organizations where the staff and organization time zones differed. Occurrences within long-running recurring events can now be edited and saved successfully. Editing a single occurrence of a recurring non-client event past November 1st could create a duplicate calendar entry when staff and organization time zones differed. Updates now correctly replace the original occurrence, preventing duplicate events. Clients A success message could appear after updating a client’s name even when a blank entry caused the save to fail. The system now displays a validation message when the client name is left blank and prevents the record from being saved. Client details such as birth date, additional email, SSN, client flags, client ID number, and age did not refresh when switching between clients from the recently viewed menu. These fields now update correctly when moving between client records. Newly created accounts were sometimes blocked from adding prospective clients and completing other account-creation actions due to permission errors. All actions needed during account creation are now available as expected. Cases & Notes Short-answer dynamic form fields with a data type of None sometimes did not appear in the progress note, which could block saving or submitting a note to a supervisor when those fields were required. These fields now display correctly when a progress note is opened, allowing required values to be entered and saved. Diagnostic impressions could disappear from a progress note after the note was unsigned and re-signed. This information now stays visible throughout the signing workflow. Staff Corrected an issue that prevented some staff members from updating their profiles due to backend errors. Staff profile information can now be updated successfully. System-wide Opening certain Actions menus in data tables removed the page scrollbar, which could hide menu options at the bottom of the screen on some display sizes. Actions dropdown options remain visible and accessible on all supported screen sizes.

PRODUCTS::TheraNest

Release Notes: September 9, 2026

New Cases & Notes You can now share treatment plans through the Client Portal for electronic signatures. Clients and authorized contacts can review and sign treatment plans online, while staff can track signature status, receive completion notifications, and manage access. You can share a treatment plan with multiple recipients, and we're currently supporting one electronic signature per treatment plan. Support Center You can now access support through the new Ask Ensai support experience, available from the Ask Ensai button in the top navigation bar or by selecting Chat with Support from the Support Center menu. This gives you one place to start a support conversation with a modernized chat experience. Improvements  Reports Date-filter labels on the updated reports have changed from Date From and Date To to Date Start and Date End, aligning terminology with current design standards and improving consistency across reporting screens. Organization The Appointment Reminders setup pages under Organization have been modernized, with improved consistency, accessibility, and updated navigation. System-Wide Tables and data tables across the application now use bordered styling by default, adding borders between columns and rows to make large data sets easier to read. Fixes  Schedule Switching a non-client calendar event to a telehealth appointment could incorrectly trigger a validation error. You can now change the appointment directly to telehealth without first saving it as in-person. Editing a recurring non-client event could fail to save updates for organizations where the staff and organization time zones differed. Occurrences within long-running recurring events can now be edited and saved successfully. Editing a single occurrence of a recurring non-client event past November 1st could create a duplicate calendar entry when staff and organization time zones differed. Updates now correctly replace the original occurrence, preventing duplicate events. Clients A success message could appear after updating a client's name even when a blank entry caused the save to fail. The system now shows a validation message stating the name is required before the record is saved. Client details such as birth date, additional email, SSN, client flags, client ID number, and age did not always refresh when switching between clients from the recently viewed menu. These fields now update correctly when moving between client records. Cases & Notes Short-answer dynamic form fields with a data type of None sometimes did not appear in the progress note, which could block saving or submitting a note to a supervisor when those fields were required. These fields now display correctly when a progress note is opened, so values can be entered and saved as expected. Diagnostic impressions could disappear from a progress note after the note was unsigned and re-signed. This information now stays visible throughout the signing workflow. System-Wide Opening certain Actions menus in data tables removed the page scrollbar, which could hide menu options at the bottom of the screen on some display sizes. Actions dropdown options at the bottom of the screen are now accessible as expected.

PRODUCTS::ABA Therapy

Release Notes: September 9, 2026

New Cases & Notes You can now share treatment plans through the Client Portal for electronic signatures. Clients and authorized contacts can review and sign treatment plans online, while staff can track signature status, receive completion notifications, and manage access. You can share a treatment plan with multiple recipients, and we're currently supporting one electronic signature per treatment plan. Support Center You can now access support through the new Ask Ensai support experience, available from the Ask Ensai button in the top navigation bar or by selecting Chat with Support from the Support Center menu. This gives you one place to start a support conversation with a modernized chat experience.  ImprovementsReports Date-filter labels on the updated reports have changed from Date From and Date To to Date Start and Date End, aligning terminology with current design standards and improving consistency across reporting screens. Payroll actions in the Payroll by Rendering Provider report have been clarified: status badges replace the previous X and checkmark controls, the Paid column is now labeled Actions, and clearer options are available to mark items as Due or Paid Out. These changes reduce confusion and make marking items as paid more straightforward. Organization The Appointment Reminders setup pages under Organization have been modernized, with improved consistency, accessibility, and updated navigation. System-Wide Tables and data tables across the application now use bordered styling by default, adding borders between columns and rows to make large data sets easier to read.  Fixes Schedule Switching a non-client calendar event to a telehealth appointment could incorrectly trigger a validation error. You can now change the appointment directly to telehealth without first saving it as in-person. Editing a recurring non-client event could fail to save updates for organizations where the staff and organization time zones differed. Occurrences within long-running recurring events can now be edited and saved successfully. Editing a single occurrence of a recurring non-client event past November 1st could create a duplicate calendar entry when staff and organization time zones differed. Updates now correctly replace the original occurrence, preventing duplicate events. Clients A success message could appear after updating a client's name even when a blank entry caused the save to fail. The system now shows a validation message stating the name is required before the record is saved. Client details such as birth date, additional email, SSN, client flags, client ID number, and age did not always refresh when switching between clients from the recently viewed menu. These fields now update correctly when moving between client records. Cases & Notes Short-answer dynamic form fields with a data type of None sometimes did not appear in the progress note, which could block saving or submitting a note to a supervisor when those fields were required. These fields now display correctly when a progress note is opened, so values can be entered and saved as expected. Diagnostic impressions could disappear from a progress note after the note was unsigned and re-signed. This information now stays visible throughout the signing workflow. System-Wide Opening certain Actions menus in data tables removed the page scrollbar, which could hide menu options at the bottom of the screen on some display sizes. Actions dropdown options at the bottom of the screen are now accessible as expected.

PRODUCTS::MyClientsPlus 3.0

Release Notes: September 4, 2026

Resolved Issues  Improved Mobile Checkout Layout: Corrected the placement of payment fields and supporting text on the mobile checkout screen, making co-payment and account payment options easier to understand and use. Accurate Mobile Checkout Status: Fixed an issue where recording an account payment on mobile could display “Checkout: null.” The checkout button will now remain in the appropriate state when a co-payment is still due. MIPS Reporting Displayed Only When Applicable: MIPS reporting will remain hidden when it has not been configured in clinic options and will appear only on documentation associated with qualifying evaluation visits. Appointment Reminders Sent at the Scheduled Time: Corrected an issue that could cause appointment reminders to be sent approximately one hour late when a large number of messages were queued. Ordering Provider Retained When Cases Change: Fixed an issue where adding or deleting a patient case could temporarily display the ordering provider as undefined until the chart was refreshed. Custom Intake Forms Support Smart Quotes: Corrected an issue affecting custom intake forms when left or right quotation marks were included in the form content, allowing the form to load and remain editable. Accurate Authorization Usage for Duplicate Billing Codes: Fixed an issue where using two versions of the same billing code on one daily note deducted only one entry’s units from the authorization balance instead of the combined total. Daily Notes with Linked Wibbi Programs Can Be Deleted: Fixed an issue that prevented an eligible daily note from being deleted when a Wibbi home exercise program was linked to it.  

PRODUCTS::Fusion

Release Note: September 2026

Appointment reminders Fixed an issue where appointment reminder files were not being received by Televox for processing, preventing reminders from being sent for dates beyond May 6th. Medications     Enhanced audit logging for bottle dispense operations has been implemented to improve tracking and compliance documentation. This feature provides more detailed logging capabilities for dispense events, enabling better operational visibility and audit trail management. Billing Implement Guest Dosing for Methadone in Profile Config. A new column triggered by "Guest Dosing YES/NO" refers to a custom Visit Type and generates unique visits per service date. Each visit produces only the W9520 admin charge. Implement Guest Dosing for Buprenorphine, enabling unique visit/claim creation per date of service. Adds new Profile Config column triggered by Guest Dosing toggle, generating admin charge W9521 and appropriate J code for each dispensed dose. Reporting Fixed an issue where OMH-4 report visit entries appeared in incorrect sections. April 2026 visits were incorrectly categorized in section #9 instead of the correct section #6.  Added PAS 47N data to the PAS Submission report alongside other PAS forms. Fixed an issue where the Write-Off Analysis report took 10-15 minutes to load when filters were applied to transaction dates. Fixed an issue where PAS 48 report calculations displayed incorrect numbers in the reporting system. Fixed an issue where the "eLabs Received with Order Details" report timed out after running for 20-30 minutes in the Reporting module. PAS Forms     Updated PAS 26 form to comply with 2026 OASAS regulatory requirements. Updated PAS 44G form to comply with 2026 OASAS regulatory requirements. Updated PAS 44N form to comply with 2026 OASAS regulatory requirements. Updated PAS 45G form to comply with 2026 OASAS regulatory requirements. Updated PAS 45N form to comply with 2026 OASAS regulatory requirements. Updated PAS 46N form to comply with 2026 OASAS regulatory requirements. Updated PAS 61 form to comply with 2026 OASAS regulatory requirements. Updated PAS 91 form to comply with 2026 OASAS regulatory requirements. TenEleven now supports the OASAS PAS 47N Client Transfer form. The new form captures all required fields for PAS 47N transfers, includes a corresponding data file submission capability, and updates the PAS Submission Report to track PAS47 transfer submissions. Power BI Fixed an issue where Power BI group appointments displayed separate lines for each historical chart number instead of only the currently scheduled chart number, resulting in duplicate appointment entries with varying chart IDs. Forms     Fixed an issue where the Axis Clinic Option on the Forms tab incorrectly displayed 'DrFirst' instead of 'eRx'. Fixed an issue where supervisors were unable to sign clinical documentation notes when an overlap was indicated in the signature line field, preventing proper sign-off of assessments and group notes. Billing     Fixed an issue where audit logs displayed incorrect provider information, showing an inactive provider instead of the actual rendering provider changed within the billing system.

PRODUCTS::TenEleven

Release Notes: August 26, 2026

Improvements Clients The unarchive client modal now uses our updated design system. Functionality and wording remain the same. Cases & Notes Multi-line text field behavior is now consistent across Progress Notes, Cases, and Treatment Plans that have received the updated navigation workflows. Fields expand automatically as you add content, and expand/collapse controls appear only once content exceeds six lines. The treatment plan goals and objectives table layout is tighter for those on the updated navigation workflow, with reduced spacing and improved content wrapping. This uses space more efficiently and cuts down on scrolling on the updated treatment plan details page. Reports The following reports have a modernized design with updated navigation for improved consistency and accessibility: the main reports landing page, Missing Progress Notes, Progress Note Signature Report, Invoice Aging, Payment Methods, Payment, and Staff Billing. FixesSchedule Telehealth appointments synced to Google Calendar were missing service type information. Appointment details now appear consistently across appointment types when using the Google Calendar sync feature. Billing Certain exclusion rules entered for the invoice processing job were also excluding invoices that weren't part of those rules. Invoices outside the exclusion rule set are now created as expected. Organization Customers without an active Telehealth subscription were still able to create and join Telehealth appointments. Telehealth session creation and joining are now restricted to accounts with an active subscription.

PRODUCTS::ABA Therapy

Release Notes: August 26, 2026

ImprovementsClients The unarchive client modal now uses our updated design system. Functionality and wording remain the same. Cases & Notes Multi-line text field behavior is now consistent across Progress Notes, Cases, and Treatment Plans that have received the updated navigation workflows. Fields expand automatically as you add content, and expand/collapse controls appear only once content exceeds six lines. The treatment plan goals and objectives table layout is tighter for those on the updated navigation workflow, with reduced spacing and improved content wrapping. This uses space more efficiently and cuts down on scrolling on the updated treatment plan details page. Reports The following reports have a modernized design with updated navigation for improved consistency and accessibility: the main reports landing page, Missing Progress Notes, Progress Note Signature Report, Invoice Aging, Payment Methods, Payment, Staff Billing, Payroll by Rendering Provider, and Payroll Data Export. FixesSchedule Telehealth appointments synced to Google Calendar were missing service type information. Appointment details now appear consistently across appointment types when using the Google Calendar sync feature. Billing Certain exclusion rules entered for the invoice processing job were also excluding invoices that weren't part of those rules. Invoices outside the exclusion rule set are now created as expected. Client Portal Intake forms weren't being sent to newly registered clients who scheduled appointments through the New Appointment link. Intake forms now deliver correctly during the self-scheduling and registration process. Organization Customers without an active Telehealth subscription were still able to create and join Telehealth appointments. Telehealth session creation and joining are now restricted to accounts with an active subscription.  

PRODUCTS::MyClientsPlus 3.0

Release Notes: August 26, 2026

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsSupport Center: Ask Ensai You can now access support through the new Ask Ensai experience, available from the Ask Ensai button in the top navigation bar or by selecting Chat with Support from the Support Center menu. This gives you one consistent place to start a support conversation. NOTE: This feature is rolling out to a small set of customers first. If you do not see it yet, it will be included in a future release. Clients The modal shown when unarchiving a client previously stated that doing so would increase your active client count and affect invoice subscription calculations. For organizations on a tiered per-provider pricing plan, that was not accurate, and the wording has been corrected to reflect how this plan type works. Cases & Notes NOTE: The updates described in this section are being released in phases. If you do not see a feature yet, it will become available in a future release. The Progress Notes workflow has an updated design and improved navigation, making it easier to move between notes, addendums, group notes, and Wiley progress notes. You can now use a modernized Treatment Plan Details and Goals page along with an updated Wiley Treatment Plan builder, both with improved navigation and accessibility.  Several pages in the case workflow have an updated design and improved interface elements, including the case list, case info, close case details and close info, initial assessments and addendums, contact notes, and dynamic single- and multi-use case forms.  Multi-line text field behavior is now consistent across Progress Notes, Cases, and Treatment Plans that have received the updated navigation workflows. Fields expand automatically as you add content, and expand/collapse controls appear only once content exceeds six lines. The treatment plan goals and objectives table layout is tighter for those on the updated navigation workflow, with reduced spacing and improved content wrapping. This uses space more efficiently and cuts down on scrolling on the updated treatment plan details page. Telehealth Telehealth is now included at no extra cost on Advanced plans, unlimited. Starting September 1 (or your annual renewal date for annual plans), Telehealth is part of your Advanced plan. If you are already an Advanced subscriber with the paid Telehealth add-on, you will be switched over automatically, with no action needed on your end.  [Back to Top] Defect FixesSchedule Telehealth appointments synced to Google Calendar were missing service type information. Appointment details now appear consistently across appointment types when using the Google Calendar sync feature. Clients ​​​​​​​Accounts created from a trial did not have access to the Prospective Client page. You can now add prospective clients as expected after creating a new account. Billing ​​​​​​​Certain exclusion rules entered for the invoice processing job were also excluding invoices that were not part of those rules. Invoices outside the exclusion rule set are now created as expected. Client Portal ​​​​​​​Intake forms were not being sent to newly registered clients who scheduled appointments through the New Appointment link. Intake forms now deliver correctly during the self-scheduling and registration process. Organization ​​​​​​​Customers without an active Telehealth subscription were still able to create and join Telehealth appointments. Telehealth session creation and joining are now restricted to accounts with an active subscription.  [Back to Top]

PRODUCTS::TheraNest

Release Notes: August 21, 2026

Jump to Section:New Features & Improvements Resolved Issues New Features & Improvements Earlier New Insights Data Refresh: New Insights data will now refresh earlier overnight, so clinics can review it closer to the start of their business day.  Resolved IssuesLocked Eligibility Requests: Fixed an issue where some eligibility requests could become stuck in a locked status, preventing them from completing successfully. Initial Evaluation Signature Date Formatting: Fixed an issue where the “Date” label in the physician signature section could wrap incorrectly on Initial Evaluations and Progress Notes. The signature area now displays more clearly on generated documents. Received Fax Counts: Fixed an issue where received fax counts did not update after faxes were archived or assigned. View Goals from Mobile Schedule: Fixed an issue where selecting View Goals from an appointment on the mobile schedule produced an error. Activity Sets and Reps Values: Fixed an issue where activity sets and reps only accepted numeric values. Clinics can now enter values such as time-based notes or other shorthand that better match how therapy activities are documented. Duplicate Appointments in Appointments and Claims Reports: Fixed an issue where some Appointments and Claims reports in New Insights could show duplicate appointment rows or omit related details. Wibbi HEP Program Reuse Across SOAP Notes: Fixed an issue where a Wibbi HEP program could only be linked to one SOAP note. Providers can now reuse the same program across future notes to better track patient progress over time. Ordering Provider Retention When Cases Change: Fixed an issue where the ordering provider could temporarily display as undefined after adding or deleting a patient case.

PRODUCTS::Fusion

Release Notes: August 12, 2026

 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsCases & Notes Several pages in the Progress Notes workflow have a refreshed design and improved navigation, covering the list and details pages for progress notes, addendums, group notes, and Wiley progress notes. This update is rolling out in phases, so it may not be in every account yet. The case workflow has an updated design and refreshed interface elements across the case list, case info, close case details and close info, initial assessments and addendums, contact notes, and dynamic case forms. This update is rolling out in phases, so it may not be in every account yet. Organization Customers who subscribed to AI Session Assistant during the introductory pricing promotion will move to standard add-on pricing automatically once their 6-month promotional period ends.  AI Session Assistant activation no longer requires a separate provider consent step. Providers with an AI Session Assistant license can now access AI case summaries and AI session summaries for recorded in-person and Telehealth sessions right away. Client consent to be recorded is still required and remains a permanent requirement. Support Center A Contact Us link is now available directly on the login page, making it possible to reach support before signing in. System-wide Keyboard navigation in the application header has been improved, so navigation options can be reached using standard keyboard controls for a more accessible experience. [Back to Top]  Defect FixesSchedule Users with Standard Availability enabled were unable to reassign the staff member on a group appointment, and attempting to update the staff member on an existing group appointment would fail silently. Staff members can now be updated on group appointments as expected. Recurring appointment series using the Ending By option sometimes kept following the original schedule after the recurrence frequency was changed, such as switching from weekly to every two weeks. Future occurrences now recalculate correctly to reflect the updated recurrence settings. Canceling a recurring appointment scheduled more than 60 days out sometimes sent clients both a cancellation notification and an unintended appointment creation email. Clients now receive only the appropriate cancellation notification. Cases & Notes The Staff Profile link during progress note setup previously directed users to wrong page when they lacked the right permissions. It now opens the correct profile page for managing default note template settings. [Back to Top]

PRODUCTS::TheraNest

Release Notes: June 17, 2026

Improvements  Billing We’ve refreshed the Add New Adjustment and adjustment details pages with a modern design and improved interface elements, making them easier to navigate and use. Organization We’ve updated parts of the Manage Subscription tab with a more modern design and improved interface elements for a smoother experience.   Fixes  Schedule The appointment creation window is now faster and more responsive. The Client field loads the top 100 results (instead of the full list), reducing load times, and a new loading indicator on the Save button confirms when your changes are being saved. Clients We fixed an issue where having an Additional Email could cause errors when updating client location, ensuring smoother client record updates. Billing We’ve addressed a situation during ERA auto-processing where files with multiple payments for the same client could fail to correctly post. Payments now process and apply correctly without errors. We fixed an issue where invoices created from the Agenda view could reorder service types alphabetically instead of preserving the original appointment order. Invoices now consistently reflect the correct service order across all workflows. Reports We’ve resolved an issue in the daily billing report where CSV downloads split dollar amounts with commas across multiple cells. Amounts now appear correctly in a single cell. Organization We’ve resolved an issue on the Manage Subscription page where the View client list to add more link caused an error. It now redirects correctly and opens the Add new client modal as expected.

PRODUCTS::MyClientsPlus 3.0

Release Notes: June 17, 2026

Improvements  Billing We’ve refreshed the Add New Adjustment and adjustment details pages with a modern design and improved interface elements, making them easier to navigate and use. Organization We’ve updated parts of the Manage Subscription tab with a more modern design and improved interface elements for a smoother experience.   Fixes  Schedule The appointment creation window is now faster and more responsive. The Client field loads the top 100 results (instead of the full list), reducing load times, and a new loading indicator on the Save button confirms when your changes are being saved. Clients We fixed an issue where having an Additional Email could cause errors when updating client location, ensuring smoother client record updates. Billing We’ve addressed a situation during ERA auto-processing where files with multiple payments for the same client could fail to correctly post. Payments now process and apply correctly without errors. We fixed an issue where invoices created from the Agenda view could reorder service types alphabetically instead of preserving the original appointment order. Invoices now consistently reflect the correct service order across all workflows. Reports We’ve resolved an issue in the daily billing report where CSV downloads split dollar amounts with commas across multiple cells. Amounts now appear correctly in a single cell. Organization We’ve resolved an issue on the Manage Subscription page where the View client list to add more link caused an error. It now redirects correctly and opens the Add new client modal as expected.

PRODUCTS::ABA Therapy

Release Notes: July 1, 2026

Improvements  Cases & Notes The treatment plan list page has been updated so that clicking "Sign" takes you directly to the signature page rather than the details page. The client name dropdown is now read-only for individual cases, and Wiley subscription buttons have been updated to title case to match design standards.   Fixes  Schedule After creating a group appointment and tabbing out of a field, the Service Type field appeared disabled and could not be reached by tabbing. It now behaves as expected and can be tabbed into and edited normally. All-day recurring events created more than 60 days in advance were not showing up on the calendar. They now display correctly for all future dates. When an appointment reminder application was rejected, the contact email in the support message was outdated. It has been updated to the correct customer care address across all three platforms. Billing Clients could be charged multiple times for a single telehealth session if they opened the prepayment window in more than one browser tab and submitted quickly. Payments are now limited to one successful transaction per session, regardless of how many attempts are made at the same time. Accounts with a disabled Vantage payment processor could not record payments when saved credit cards were still on file. Payments can now be captured and recorded as credit/debit card transactions even when the processor is no longer active. Reports The demographic snapshot report was failing to open as a PDF download. It now exports and downloads as a PDF as expected.

PRODUCTS::ABA Therapy

Release Notes: July 1, 2026

Improvements  Cases & Notes The treatment plan list page has been updated so that clicking "Sign" takes you directly to the signature page rather than the details page. The client name dropdown is now read-only for individual cases, and Wiley subscription buttons have been updated to title case to match design standards.   Fixes  Schedule After creating a group appointment and tabbing out of a field, the Service Type field appeared disabled and could not be reached by tabbing. It now behaves as expected and can be tabbed into and edited normally. All-day recurring events created more than 60 days in advance were not showing up on the calendar. They now display correctly for all future dates. When an appointment reminder application was rejected, the contact email in the support message was outdated. It has been updated to the correct customer care address across all three platforms. Billing Clients could be charged multiple times for a single telehealth session if they opened the prepayment window in more than one browser tab and submitted quickly. Payments are now limited to one successful transaction per session, regardless of how many attempts are made at the same time. Accounts with a disabled Vantage payment processor could not record payments when saved credit cards were still on file. Payments can now be captured and recorded as credit/debit card transactions even when the processor is no longer active. Reports The demographic snapshot report was failing to open as a PDF download. It now exports and downloads as a PDF as expected.

PRODUCTS::MyClientsPlus 3.0

Release Notes: July 29, 2026

New Organization Admin seats are now free on all per-provider plans (Essentials, Advanced, and Premier). This will be reflected on your August 1 invoice, and the Manage Licenses page no longer shows a tile or column for managing admin seats. You can also now assign Staff Admin permissions to any staff member from the Permissions page, without needing an admin license first.   Improvements  Cases & Notes Several pages in the case workflow have been refreshed with a modern design and improved interface elements, making them easier to navigate and use. This includes the case list, case info, close case details and close info, initial assessments and addendums, contact notes, and dynamic single- and multi-use case forms. Billing You can now save from the bottom of the add/edit adjustment page in the ledger. This makes it easier to complete an adjustment and move on, including via keyboard navigation. The payment enrollment banner under a client's Bill To & Insurance Info tab has been updated for organizations that haven't yet enrolled in Ensora Payments. The banner now points you to Manage Subscription to turn on Payments and securely store credit cards, and the link takes you directly to the Ensora Payments section there. Organization Naming consistency, subscription messaging, and currency formatting have been improved across several subscription pages to align them with our design standards. Client Portal The Client Portal Settings page has been updated to clarify that online and credit card payment options are available through the Ensora Payments upgrade, making it easier to see which payment options are available to your practice.   Fixes  Cases & Notes Supervisors were receiving multiple alerts and emails when a single progress note was submitted. Supervisors now receive only the initial alert and email, as expected. The "Apply Notes to All Group Members" button only synced updates the first time it was clicked for certain dynamic form elements. It now synchronizes updates across group member notes every time you click it. Supervisors were sometimes getting review alerts and emails for notes that didn't actually require their review or co-signature in shared-client scenarios. These alerts have been improved so supervisors are only prompted when their review is actually needed, cutting down on confusion and unnecessary follow-up. Corrected an issue where selected options in multi-select dynamic fields on a progress note did not appear on the PDF. Selections now display correctly on the PDF. Schedule Some providers were seeing availability conflict warnings on appointments that actually fell within their defined availability, particularly around midnight-crossing UTC blocks. Appointments within a provider's availability are now correctly recognized, so you'll see fewer unnecessary conflict warnings. Billing Some ERA records that needed manual review were incorrectly updating related claims and invoices to a Paid status. ERAs that can't be automatically processed now stay pending review, and claim and invoice statuses stay unchanged until that review is complete. Organization Customers whose subscriptions were canceled for non-payment couldn't resume without switching billing platforms. Eligible customers can now resume their subscription and pay any outstanding balance without being required to switch billing platforms.

PRODUCTS::ABA Therapy