A few exciting updates that make day-to-day use a bit smoother:

• Preferred names: Clients can now go by a preferred name (like "Chuck" for Charles) across client lists, calendar, search, and session headers, while legal documents like claims and superbills keep their legal name.

• New roles for group practices: Biller and Practice Manager roles are on the way, so you can give staff exactly the access they need. If you're a group practice owner, set up a call with us to learn more.

• Provider select when adding a client: Org Admins can now choose which provider a new client gets assigned to right when they're added, no extra step needed.

• Notes can now be co-signed: Supervisors and co-treating providers can add their signature on top of the original one, right from a signed progress note. Co-signed sessions get a badge on the session list so supervision work is visible at a glance.

Have a feature request or want to see what else is coming? Check out our roadmap →