2026-07-15 — v1.6.20
This release introduces built-in behavior assessments, payroll exclusions, payor-scoped required documents, and consistent claim balances across every billing surface.
Clinical
- Built-In Behavior Assessments — Create behavior assessment templates in Settings, run assessments for patients in a grid-based experience directly from the patient page, and insert completed assessment results into patient documents. Reach out to [email protected] for more details.
- Mental Health Practice Area — Mental Health is now a selectable practice area everywhere practice areas appear — treatment plans, service lines, required documents, and scheduling.
- Payor-Scoped Required Documents — Required documents can now be scoped by payor in addition to practice area, so document requirements can differ per insurance payor.
- Smarter Document Upload — In the document upload modal, the Required Document field now comes first, and choosing one auto-selects the matching document category.
Eligibility Checks
Bug Fixes:
- Fixed the Carrier filter on the Eligibility Check Request page — it now correctly scopes to the patient's primary payor.
Scheduling
Calendar
- Calendar Export — Export calendar appointments to CSV with Detailed or Summary modes, grouping options, and a preview — the export reflects whatever your current calendar filters show.
Bug Fixes:
- Fixed the appointment edit form showing only one warning when several applied (missing credentials, no authorization, authorization expiring, exceeds authorized hours) — all applicable warnings now show together.
- Fixed telehealth and patient-location toggles assigning place-of-service codes that a service line doesn't allow — the permitted telehealth code is now chosen automatically, with a clear "Where was the patient?" toggle.
Schedule Manager
Bug Fixes:
- Fixed partial-day (hours-mode) time-off overrides blocking a provider's entire day — only the overlapping window is now subtracted from availability.