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Week of June 22: electronic claims live, scored measures, treatment plan signing

The biggest week in the changelog so far: e-filing went live end-to-end and measurement-based care arrived.

New

  • Electronic claim filing is live end-to-end: claims submit through our clearinghouse to payers, statuses flow back automatically, and payer remittances (ERAs) post against the right claims — verified with real round trips.
  • Scored measures (measurement-based care): administer PHQ-9, GAD-7, PCL-5, AUDIT-C, and DASS-21 in session or by scheduled email delivery, with automatic scoring, high-risk flagging, per-measure trend graphs on a new client Measures tab, latest scores surfaced in session prep, and completion reminders. Works for minors (delivered to the right recipient) and per-member for couples and families.
  • Treatment plan signing: sign-and-lock for independent clinicians, supervisor co-sign with a review queue, and a comments/request-edits loop between supervisee and supervisor.
  • A unified Notifications inbox gathering notes to sign and treatment plans due for review, with reminder scheduling for plan reviews.
  • Editable Box 24E diagnosis pointers on draft claims, for billers who need line-level control.

Improved

  • Diagnosis codes deduplicate per claim and superbill, and couples/family clients route through the same diagnosis workflow as individuals.
  • Treatment plans version cleanly: loading a previous plan creates a new version instead of overwriting, and superseded versions are labeled as such.

Fixed

  • Credit invoices no longer count toward the "Unpaid invoices" balance.
  • Forms downloaded as PDFs render line breaks and special characters correctly.