2026-06-23 — v1.6.0

Major Changes

Here is a selection of the biggest changes in this release. See Clinical, Admin, and other sections below for a list of all changes.

• Patient AI Assistant — A new conversational assistant that can retrieve patient data, answer questions, and take actions inline, with streaming responses and a richer chat experience across the patient workspace.
• Rate Goals — A new goal type for tracking rate-based behavior measurement, with dedicated entry, charting, and summary support. 📽️ Demo
• Built-In Assessments — New grid-based built-in assessment templates and an Assessment Builder widget for care-management documents, so standardized assessments can be created and reused.
  • Please reach out to [email protected] for more information on access
• Caregiver Signatures on Documents — Clinical documents besides session notes can now also be shared with caregivers for signatures
• Mobile Org Settings — Added mobile organization settings, including controls for restricting cancellations and requiring AI summaries.
• Insurance Discovery — Added an insurance discovery check on the patient details page to help identify coverage.

Clinical

• Custom Required Documents — Organizations can now define their own set of required documents.
• Document Header & Footer Improvements — Improved header/footer handling and editor experience for document templates.

Bug Fixes:

• Fixed document template import failing when a table had empty header cells — imports now succeed.
• Fixed the goal transfer wizard ignoring the active search filter — it now respects the filter.

Admin

Providers

• Provider Specialization Catalog — Organizations can maintain a provider specialization catalog with profile links.
• Additional Provider Credentials — Added the Mid-Level Supervisor credential and expanded credentials available for the Clinician role.