Release Notes: April 22, 2026

• Billing
  • Customers connected to Claim.MD can now use our new Enrollment Wizard to make payer enrollment faster and easier. This guided experience pre-fills information from the system, opens in a dedicated window, and clearly shows enrollment status. This will roll out to all remaining customers in a future update. 
  • We resolved an issue where invoice creation automation was not working for customers without insurance billing. Automated invoices will now be generated correctly for all subscribed customers, regardless of clearinghouse connection or Claims Services status.

• Payment Processing

  • We have begun rolling out backend payment processing updates to improve long-term payment reliability. This update does not change your current payment workflows.

    NOTE: We are rolling this update out in phases.

• Cases & Notes

  • You can now view treatment plans on a modernized list page with better performance, consistency, and accessibility. Your existing workflows stay the same, with clearer visibility into plan status.

  • Corrected an issue where some progress note field labels were not properly read by screen readers. This improves clarity and usability when working with notes using assistive technology.

  • Corrected an issue where the notes awaiting signature counter did not update after a note was removed. You can now rely on accurate counts for outstanding signatures.

  • We fixed an issue where telehealth progress notes could show an incorrect Duration for sessions lasting 60 minutes or more. The Duration field now correctly reflects the total length of the appointment for accurate documentation.

• Staff

  • You can now clearly see which staff member you are activating or deactivating directly in the confirmation step to ensure you are making the expected change. 

  • Corrected an issue where the staff list page refreshed after activating or deactivating staff members. You can now complete these actions more smoothly without disruption to your workflow. 

• Reports

  • Corrected an issue where exported submitted claims reports were missing status indicators in the “Resubmitted” column. You can now see the expected claim information in these CSV exports.

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