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.

238

user-facing improvements
in the last 8 changelog weeks

person building it —
a licensed clinical psychologist

The shipping ledger

2026-08-30 · Week of August 30: referral-source tracking, empty drafts clean themselves up, signature fixes 34 shipped

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
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"
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

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

2026-08-16 · Week of August 16: type a note, let AI structure it 50 shipped

Switching from Sessions Health? Bring your clients over in minutes
Credit card authorization form, ready to enable
Ask for a signature on any questionnaire
Duplicate any intake form
Print or save a blank copy of any form
Intake questionnaire builder speaks plain English
Receipts now come from your practice
Set your own statement descriptor
"Can new clients book you online?"
Clearer chart views
Supervision reminders catch more cases
Weekly Availability is always visible
Meet Ask Cora AI
Clearer pricing for group practices
Prefer typing to dictating? AI now helps there too
Generate with AI right from the client's chart
Practice managers and schedulers can now run the calendar
Cleaner accounts for non-clinical staff
Send assessments in bulk with Share documents
Stuck claims can now be deleted
Voided claims now read as one story
Portal invites now wait for your portal address
Cancelling or changing your plan during a free trial now works
Dates of service no longer show a day early on insurance payment screens
Client date of birth no longer shows a day early on downloaded documents
Insurance payments can no longer land on a voided claim's cancellation record
Auto-generated superbill dates are correct for evening sessions
Deleting an insurance payment now clears it everywhere
Deleting a client payment now handles account credit precisely
Cancelling an appointment now fully retracts its billing
Income reports no longer count deleted payments
Editing an insurance payment now updates everything the posting created
Voiding a claim now cleans up after itself
Deleted payments can no longer be reused anywhere
Monthly superbills skip voided invoices
Deleting an externally-filed payment brings the session back to Unbilled
A clear heads-up when editing a claimed session
Safer deletes across billing
Turning on automatic invoicing no longer bills old sessions
Editing a recurring series no longer revives deleted sessions
Deleting blocked-off time now frees the hour for online booking
Removing a team member now closes their online booking
Archived clients no longer receive automated messages
Declined appointment requests stay gone
Cancelling a session clears its pre-assigned assessment
Assessment housekeeping works as expected
Superbill locks are consistent
Locations can be retired safely
New insurance from intake forms is no longer missed
Removed team members are fully out of circulation

2026-08-09 · Week of August 9: side-effect tracking for prescribers 31 shipped

Message your teammates without leaving the app
Record side effects without stopping the medication
A full med check without leaving the note
A deliberate path to the safety list
Rechallenge advice on stopped medications
"Risks discussed" on the prescription
Review your last treatment plan and diagnoses together
Send scored measures to many clients at once
Interoceptive awareness tracking for body-centered work
Physical-symptom tracking joins the measures library
Adult ADHD screening joins the measures library
Your website's menu can now link to your own sections
Client Portal moved front and center on practice websites
You now hear about it when an existing client uses your public booking form
Attach a lab report PDF and let the app read the values for you
Lab results can record the time collected
Lab trends show the dose at each draw
Staff team members land on the right page at sign-in
Welcome emails now match the new team member's role
A cleaner Diagnosis page
The pending-forms reminder on a client's profile can be dismissed
Add a session to an insurance payment you already recorded
Billing dashboard numbers now say what period they cover
Old outstanding claims can't hide behind the date filter
The Filed Claims report has a date filter
Insurance status shows on the billing list even when the client owes $0
A claim created but never submitted no longer gets stuck
The Billing page now shows payouts for the dates you pick
Billing lists no longer stop at a hidden cutoff
Diagnoses on a Simple treatment plan are shown, not re-typed
Uploading .m4a session recordings works again

2026-08-02 · Week of August 2: a richer website builder 17 shipped

New website sections for group practices and richer pages
Video on your website
Share documents with many clients at once
Five new scored measures
Your client portal now greets clients with your practice name
See your availability hours right on the calendar
Ask the AI about the whole chart, not just the last note
Medication trial summary: choose which trials to share
A Psychiatry SOAP note template
Record any labs — not just medication monitoring
Drug levels now record the dose at the time of the draw
The client list is now called "Clients" everywhere
A clearer website editor
Signed documents now show the exact statement your client agreed to
Video sessions: background blur turns on reliably from the pre-call check
The navigation menu now only shows pages your role can open
Profile setup for team members now ends with a "Getting around" step

2026-07-26 · Week of July 26: type instead of dictate, right from the Dictation page 9 shipped

Requested appointments show on your calendar before you approve them
Client signatures on treatment plans
Finish payer-enrollment tasks without leaving Practice Harbor
Type it your way, let AI structure it
Text message appointment reminders
Fix the transcript, not just the note
Sessions stay signed in through your workweek, not forever
Type a note from anywhere you'd record one
A tidier appointment panel

2026-07-19 · Week of July 19: a practice-ready sample client 31 shipped

Write a note by hand, structured by your template
Send files in secure messages
The Windows desktop app now keeps itself up to date
An Exercises tab on client charts (beta)
Ask a question, get an answer from the help center
See where new clients come from
Log clinical hours earned outside Practice Harbor
Couple and family charts now show your sessions
The couple chart's sidebar now shows billing at a glance
Pick a template when typing a chart note
Couples and Family note templates can tell partners apart
Invitation emails now come with role-specific getting-started guidance
Your workspace now lives at a dedicated secure address
Screen sharing can now include sound
The desktop app handles bad connections gracefully
Comment read status now follows you across devices
The tutorial session now becomes a real completed session
"Send an intake packet" on the Getting Started checklist is now one click
The Sample Client's chart now prompts for an email
Adding a free consultation is now a one-click preset
Supervisor details on billing documents
Therapy-group billing now reads per member everywhere
Schedule Appointment now works from a therapy group's profile
AI notes from telehealth sessions now generate reliably
Ending a video call no longer shows a "Session Error"
Interrupted session recordings are easier to find and rescue
Running late? Your appointment stays visible in the client portal
The whole app is faster
Your camera turns off the moment a video session ends
Rejoin a video session for up to 4 hours after its scheduled end
Note-processing status messages now behave

2026-07-15 · Week of July 13: group therapy arrives, client self-cancel, same-day fixes 27 shipped

Good Faith Estimates
Group therapy, end to end
Client self-cancellation
Concierge migration
Your locations now always appear on your public booking page
Claim-filing enrollment is now automatic where payers require it
Telehealth billing defaults tuned for how therapy actually happens
Telehealth clients get their join link right in the email
Appointment reminder emails now include a calendar invite
Notice of Privacy Practices updated for the 2026 HIPAA changes
Shared Good Faith Estimates now show clearly on the client's Files tab
Unfinished supervision setup no longer stays silent
Group session fees are easier to get right
Group session billing at a glance
Collect payment right from the group session
Clearer group session statuses
A roomier group session panel
Same-day group collection
Bill a group member at any time
Group sessions now bill like individual sessions
Closing out a group session now happens where attendance lives
Add Insurance Payment got a same-day fix batch
Online booking requests now reliably reach you
Booking page tells clients when times fail to load
The portal's "Join Session" button now takes clients to the right video platform
Refunds now show in Card Transactions
Write group notes right after session

Commitments we hold ourselves to

A BAA with every practice. Signed as part of signup, not an enterprise upsell.
Your data is yours. Full export any time; leaving is free and we'll help you do it.
Support answered by the person who built it. A licensed psychologist reads your email, not a tier-1 queue.
Prices stated in full. $19/month solo, $39 + $19 per additional licensed clinician for groups, pre-licensed team members free; flat 3.15% + 30¢ card processing; $0.25 per claim. No call-for-pricing, no surprise add-ons.
The changelog is the roadmap review. We announce what shipped, weekly, in public — and let the record speak.

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

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