Track where your clients come from, abandoned empty notes no longer pile up in a chart, and a small fix to note signatures.

Progress note templates can now include checkboxes and dropdowns you fill in as a form, your Subscription page shows the bill before it's charged, and insurance coverage can re-verify itself automatically.

Typing your session notes now gets the same AI help as dictating them, assessments can go out in the bulk Share documents wizard, and you can now bring your clients over from Sessions Health.

Practices with prescribing enabled can now track medication side effects over time, promote them to the safety list deliberately, and document risk conversations right on the prescription.

The practice website builder gains team pages, service cards, video, and your own brand colors.

A small escape hatch that respects how you actually work.

Your built-in Sample Client can now rehearse real workflows end to end.

Therapy groups went from missing to fully supported — schedule, notes, billing, telehealth, and claims — in one program.

The week the platform got a lot easier to learn — and to be found.

Infrastructure week: the payer directory, recording resilience, and a long list of accuracy fixes across analytics and booking.