Practice Harbor

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Trust · Accountability

Built in the open

By Albert Wong, PhD, Clinical Psychologist — founder, and the person who ships this

This page is generated from our public changelog at build time — it cannot list anything that didn't actually ship. No roadmap promises, no "coming soon": just the record.

256
user-facing improvements
in the last 8 changelog weeks
1
person building it —
a licensed clinical psychologist

The shipping ledger

2026-10-11 · Week of October 11: clients enter the policyholder 30 shipped
  • Sign-up opens in place
  • Ideas page
  • Referring provider on claims (Box 17)
  • Sent emails report
  • A shared sand tray in video sessions
  • Change your own sign-in email
  • Policyholder on the demographics form
  • Additional claim fields moved to the client's Billing tab
  • Preferred names on the calendar
  • Choose the hours your calendar shows
  • Clay miniatures in the sand tray
  • Share forms while you invite a parent
  • Replies to reminder emails reach you
  • Other video platform location type
  • See video and phone sessions on the calendar
  • Place of service comes from the session's location
  • Clear a declined request from Inquiries
  • Signing up from Safari
  • A payer's "not paid, patient responsibility" denial now reads as Denied
  • Courtesy-billed claims keep the client's balance
  • Ask Cora answers in plain text
  • The intake email preview shows the real portal link
  • Portal sign-in copy matches the form
  • Re-clicking a session's location no longer clears it
  • The takeback banner clears once you record it
  • A corrected claim can no longer leave you with nothing to submit
  • Member ID filled in on the first open of Edit & Resubmit
  • Unmatched insurance payments can be allocated and acknowledged
  • Appointment reminders stay with the client
  • Contacts hear only about conversations shared with them
2026-10-04 · Week of October 4: claims check the client's sex 27 shipped
  • Moving from Headway
  • Appointment status report
  • Appointment reminders report
  • Emails come from your practice
  • Share a video session's link from the appointment
  • Appointment memos
  • Your own treatment plan form
  • AI fills in your own treatment plan form
  • Accept every AI suggestion at once
  • Edit an unpaid invoice on the invoice itself
  • Written-off denials leave Needs attention
  • Insurance Payments tells you when a filter is hiding payments
  • The video join link lands in the waiting room
  • Claims need the client's sex
  • Find an insurance company by any of its payer IDs
  • Imports leave billing documents out
  • Creating a claim from a client's Billing tab opens the claim
  • Imports recognise a client whose list name and chart name differ
  • Import from SimplePractice
  • Diagnoses no longer say "Active."
  • Family and couple payments stay with the family
  • Family and couple prepayments land on the family account
  • "Appointment status report" on a client's overview opens their billing
  • "View all" on a client's Billing tab shows payments
  • Appointments booked from a request show their service
  • Today's sessions on the Insurance pages
  • Portal status for clients who sign in by link
2026-09-27 · Week of September 27: import from any EHR 19 shipped
  • Import from more EHRs
  • Fill expected amounts when posting an insurance payment
  • A faster date range filter
  • Your privacy choices on our website
  • Settings on your phone
  • Clients stay signed in while they work
  • Sign-in links reach more clients
  • A clearer "check your email" screen
  • An easier-to-read claims list
  • Service date on the claims list
  • Default forms in intake settings
  • Every SimplePractice import ends with your review
  • A shorter SimplePractice import
  • Notes imported from SimplePractice
  • "Send again" on the Client Portal sign-in screen
  • Couple and family sessions in billing
  • Client Portal forms on phones
  • Outstanding balances in Analytics
  • Voiding and correcting claims
2026-09-20 · Week of September 20: payer enrollment status keeps itself current 14 shipped
  • Spanish for your client portal (beta)
  • Remove a message you sent
  • An email when Stripe pauses your payments
  • A warning before you double-book a client
  • Your booking page shows your specialty, not license codes
  • Add-on codes stay on claims made the same day
  • Enrollment status updates on its own
  • A corrected client email un-blocks their mail
  • Referral rewards now count renewals
  • The AI Usage count resets on the 1st
  • A $0 client rate now sticks
  • Adding a service with your own code
  • Clients who land on the practice sign-up page are pointed to their client portal
  • Bank payouts no longer show up as client payments
2026-09-13 · Week of September 13: a session's main service stays its main service 33 shipped
  • Tell clients when you cancel
  • A checkbox can have its own text box
  • Clients sign in with a link, not a password
  • Mark a conversation as unread
  • Record more for a note
  • An invoice follows its session's fee
  • Choose which email and phone number get each reminder
  • The Unbilled list shows what the client owes, not the session fee
  • Your referral link is now your practice name
  • Link your own supervisor
  • A live session keeps recording while you move around the app
  • Owners can edit a team member's details
  • Edit Role opens full screen
  • Recording consent is asked in every recorder
  • A fee or service change can apply to the whole series
  • Tighter access to exported charts and uploaded files
  • The "We didn't hear anything" warning no longer fires on quiet microphones
  • Payer enrollment no longer rewrites your own NPI
  • Re-booking a cancelled appointment clears the cancellation reason
  • Archived clients no longer get check-in or paperwork reminders
  • The CMS-1500 preview shows the taxonomy code that is actually filed
  • Claims carry the session's local date
  • Approval and decline emails reach the client even when the clinician has no email on file
  • Withdrawing a request no longer says "declined" either
  • Cancelling an approved request no longer says "declined."
  • Clicking a client's name no longer reloads the app
  • The main service, not the add-on
  • An add-on can't stand alone
  • Incomplete-document reminders follow your reminder timing
  • Measures stay selected when sharing with a minor's guardians
  • Past-due reminder emails send again, and land in the right place
  • The autopay client list loads again
  • The Messages count matches your inbox
2026-09-06 · Week of September 6: API keys and a developer reference, calendar subscriptions, role permissions at a glance 40 shipped
  • Start-time settings speak plainly
  • Turn on telehealth in one click
  • No more invisible 9 to 5
  • New practices start with their service list ready
  • The availability schedule reads like your calendar
  • The calendar's availability menu is now two short groups
  • Client notes
  • Race & Ethnicity, gender identity, and pronouns on the client record
  • Preferred language on the client record
  • Apple Calendar and other apps
  • A recording that heard nothing tells you before uploading
  • "Still recording?" after a session ends
  • See exactly what a role can do while you pick it
  • API keys and a developer reference
  • Requests has its own page
  • Accepting a request starts with nothing ticked
  • Accepting a new client books the time
  • A tidier calendar header
  • Insurance payments list each session on its own line
  • The CMS-1500 shows who rendered the service
  • The payer list tells you where each enrollment stands
  • Clearer names for the clinician levels
  • Claims now tell you whether the payer accepted or rejected them
  • Payment reports now match their claims
  • A bundled claim showed the whole payment on every session
  • Editing an insurance payment no longer drops its payment report
  • Add-on codes booked in advance stayed off the claim
  • Awaiting Payment no longer lists sessions insurance already paid in full
  • Creating a claim no longer stops to ask whether the client attended
  • New appointments take their length from the service
  • New appointments default to the client's primary clinician
  • The New Appointment form leads with the client
  • Your custom service rates now apply when you book your own sessions
  • Practice owners can search any client when scheduling
  • Full client list access: reads every note, changes only their own
  • Empty or silent recordings fail in seconds, with the real reason
  • Treatment plan showed "Unknown Diagnosis" for a diagnosis that was still on the chart
  • Deleting something another record still depends on is now blocked, with the reason
  • A payer that does not answer status requests no longer shows as an error
  • Filing under your own NPI no longer gets rejected
2026-08-30 · Week of August 30: referral-source tracking, empty drafts clean themselves up, signature fixes 54 shipped
  • Inquiries
  • Payment reports
  • Additional permissions for team members
  • Track where your clients come from
  • Block off time on a colleague's calendar
  • Check a client's insurance eligibility on the spot
  • A Treatment plans circle on the Analytics dashboard
  • See every client's treatment plan status in one report
  • Print or download a treatment plan
  • Declined consult requests no longer vanish
  • Eligibility checks now ask about mental health benefits
  • Clients list shows your caseload count
  • Billers can now edit appointments
  • Export a couple, family, or group chart as its own record
  • Confirm your practice time zone during setup
  • Files clients upload are now labeled "Client Upload"
  • Report cards keep their Open button in place
  • Billing selections follow your filters
  • Large form libraries fully load in the intake picker
  • Clearer names when a name can't be shown
  • Steadier pages
  • Superbills now carry the same details everywhere
  • Cancellation fees now simply default to the session fee
  • A clinician's custom session rates now apply when scheduling
  • A Measures tab on couple and family charts
  • Plan-review reminders now appear on couple and family charts
  • Couples, family, and group sessions now treat every member equally
  • Billing emails link to your practice's own portal page
  • Appointment reminders always show the time in your practice's time zone
  • Treatment plans shared with your supervisor now stay in their queue
  • No more reminders for an assessment you already gave in session
  • Stray technical files no longer appear in client charts
  • Text reminders now say your practice's name
  • Unlocking a countersigned note keeps a record of the countersignature
  • Recovered invoices now email the client
  • Acting on another clinician's behalf now uses their identity, not yours
  • Names always render properly
  • Insurance payment totals no longer change while you search
  • New clients are assigned to the right clinician
  • Empty notes you never wrote in no longer pile up
  • A note signed twice in quick succession no longer carries two signatures
  • Buttons that open a new tab after a brief wait actually open it
  • Name changes follow the person
  • Couple and family charts get their own profile details
  • Edit a couple or family member without leaving their shared page
  • Printed claim forms always use the client's current name
  • Imports keep each client with their own clinician
  • Deleting a recurring series also clears its draft claims
  • A mistaken client record can be deleted even after a cancelled booking
  • Removed team members no longer appear as message recipients
  • Sessions on automatic monthly superbills are protected from edits
  • A re-sent statement keeps its number
  • Archiving a client fully stops billing for their remaining sessions
  • Locations in use are protected in the setup wizard too
2026-08-23 · Week of August 23: structured note templates, a clearer Subscription page, automatic coverage re-checks 39 shipped
  • Charge a late cancellation or no-show fee
  • Send clients a PDF to download, print, and return
  • See when a client has downloaded a file you shared
  • Progress note templates can now have structured fields
  • AI suggests answers into structured note fields — you confirm every one
  • Prefill a structured section from the client's last note
  • Required fields now block signing
  • Insurance coverage can now re-check itself
  • Fewer repeat form reminders
  • Parents and guardians get their own portal login
  • Family members can share one portal login
  • Record an insurance takeback (recoupment)
  • Claims now ask you to confirm attendance for sessions closed out automatically
  • Cancelled sessions look settled on the billing tab
  • The Subscription page now shows your bill before it's charged
  • Practices with additional licensed clinicians are now billed in one clean step
  • Insurance usage is now priced per transaction — two numbers, both published
  • Canceling now starts a 30-day export window
  • The intake wizard now checks your portal address first
  • Charts open on Overview
  • Supervision link stays visible with a collapsed sidebar
  • Note header no longer shows "undefined undefined"
  • Couple and family session invoices always land on the family's billing account
  • Invoice PDFs now show your full practice details
  • A client's profile no longer says "No documents assigned" when things were sent
  • Shared files are now easy to find in the client portal
  • Viewing a teammate's schedule on the calendar now works the way you'd expect
  • Booking an appointment no longer fails for team members with Basic access
  • Practice managers and schedulers can now see and manage blocked time
  • Booking error messages now tell you what actually saved
  • A service added to a session with no billing lines yet always reaches your billing pages
  • Intake forms sent to a parent or guardian now show up on the client's Files page
  • Re-sending an intake no longer piles up a false "forms could not be assigned" warning
  • Booking for another clinician now finds their clients
  • A mistyped email address is caught when you enter it
  • The client's Portal tab now says when someone has never signed in
  • Clients can type normally in the demographics form on a phone
  • New: administrative notes
  • The built-in Supervision Note template has been removed

Commitments we hold ourselves to

Security posture, subprocessors, and data handling are documented on the Trust page.

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