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New Features & Improvements
- Cases & Notes
- For a limited time, you can now try AI Session Assistant free for 21 days, making it simple to explore its value before purchasing licenses for your therapists.
- We have enhanced recording stability by automatically retrying failed audio uploads after network interruptions, helping reduce the risk of lost session data.
- The device used for AI In-Person Notes will now stay awake during recording, helping, prevent interruptions while recording tab remains active.
- We have updated the telehealth consent wording for clients to soften the experience while still providing clear, transparent information about how audio is used for notetaking.
- We have refreshed the Privacy & Security page with a modern experience that makes reviewing and consenting to AI usage clearer and more intuitive.
- Billing
- We have refreshed the Add New Adjustment and adjustment details pages with a modern design and improved interface elements, making them easier to navigate and use.
- We updated the links on the Claims Service page so the “Click here” and “Contact our support team” options now direct you to the correct Knowledge Hub articles.
- You can now only start a new Group (Type 2) enrollment after adding an Organization NPI. Once it is entered in Organization Settings, the Start Enrollment button will be enabled so you can proceed.
- Organization
- We have updated parts of the Manage Subscription tab with a more modern design and improved interface elements for smoother experience.
Defect Fixes
- Reports
- We have 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 have 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.
- Clients
- We fixed an issue where having an “Additional Email” could cause errors when updating client location, ensuring smoother client record updates.
- Billing
- We 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.
- 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.
- Cases & Notes
- To help avoid issues when summarizing very large case histories, AI case summaries are now limited to summarizing the 90 most recent progress notes.