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Recent updates

2026

Week of November 8: one simple filter on the client chart
Week of November 1: Google Calendar tells you when it needs a reconnect
Week of October 25: let new visitors message you instead of booking
Week of October 18: imported notes keep both signatures
Week of October 11: clients enter the policyholder
Week of October 4: claims check the client's sex
Week of September 27: import from any EHR
Week of September 20: payer enrollment status keeps itself current
Week of September 13: a session's main service stays its main service
Week of September 6: API keys and a developer reference, calendar subscriptions, role permissions at a glance
Week of August 30: referral-source tracking, empty drafts clean themselves up, signature fixes
Week of August 23: structured note templates, a clearer Subscription page, automatic coverage re-checks
Week of August 16: type a note, let AI structure it
Week of August 9: side-effect tracking for prescribers
Week of August 2: a richer website builder
Week of July 26: type instead of dictate, right from the Dictation page
Week of July 19: a practice-ready sample client
Week of July 13: group therapy arrives, client self-cancel, same-day fixes
Week of July 6: help center, demographics form, website builder, mobile app
Week of June 29: 3,600-payer directory, crash-proof recording, document reminders
Week of June 22: electronic claims live, scored measures, treatment plan signing
Week of June 15: honest client balances, session-dated notes, safer deletes
Week of June 8: external claim filing, a single source of truth for billing type
Week of June 1: numbered billing documents, income allocation, a better Notes page
Week of May 25: family & group notes, safer note editing, insurance accuracy
The foundation: what the platform already does

Tags

B

Billing7

C

Client Portal4

F

Fixed19

I

Improved19
Insurance5

M

Measures1

N

New21
Notes7

S

Scheduling3

T

Telehealth2

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