Release Notes: March 11, 2026

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New Features & Improvements

• Schedule
  • We are continuing to roll out our improved scheduling experience. Our new scheduling experience includes:
    • Refreshed schedule page with a modern layout and consistent controls
    • Redesigned appointment modal with quick client creation and enhanced telehealth scheduling
    • New organization cancellation policy to enforce cancellation rules and collect revenue for canceled and no-show appointments
      • See Organization Cancellation Policies: Overview for more information.
    • Visit our Scheduling Optimization FAQ to watch the recorded webinar. 
      • See FAQ: Schedule Optimization for more information. 

        NOTE: This feature was rolled out in stages so you may have already received these updates in a previous release.

  • We made performance improvements to the calendar to better support large practices. You will notice significantly faster load times when viewing schedules with a large number of providers.
• Staff

  • We updated the Alerts page to improve reliability and stability. The functionality remains the same, with a few refinements to improve the experience.

  • The default permission Can Add, Edit, and Archive Dynamic Forms now provides users with the ability to modify Intake Forms as well.

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Defect Fixes

• Schedule
  • We resolved an issue where in certain situations, advanced availability blocks could save at a different time than selected.
• Cases & Notes
  • Addressed a situation where supervisors encountered unclear error messages when trying to approve or sign a deleted progress note. Supervisors now see a clear explanation and are redirected to the appropriate page to continue their work.
• Staff
  • Corrected a problem where nonstandard SMS replies caused staff notifications to show the wrong appointment date. Notifications now correctly display the appointment’s service date.
  • We resolved an accessibility issue that prevented voice reader users from tabbing through or minimizing the practice chat. You can now navigate and close these widgets as expected.
• Billing
  • Corrected an issue with missing invoice options when accessing the ledger page on mobile devices.
  • Corrected an issue that could cause unintentional changes to insurance authorization start dates.
• Dynamic Forms
  • We resolved an issue where updated dynamic form names were not reflected on client or case tabs. The new name now displays correctly when navigating these pages.
  • We addressed an accessibility issue where screen readers repeated “Dynamic forms” from the menu. The menu now announces itself as the Dynamic Form menu so that it can be distinguished from the Dynamic forms page.
  • Corrected an issue where screen readers did not announce available actions on the Dynamic Forms page. The list of actions is now read correctly when tabbing to the page.
• Payment Processing
  • We resolved an issue where clients could receive payment emails after insurance payments, which could be misleading. Payment notifications will now be limited to client payments as expected.

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