v10.2.0 Release Notes (Release Date: September 17, 2026)
Overview
Version 10.2.0 introduces the following enhancements:
- Go-Sessions: Let clients complete and submit forms in the office using a tablet, without needing the Client Portal.
- Client Portal: Allow clients to upload and share documents.
- Insurance Notes: Add notes to client insurance information for easier reference.
- Medication Box: Display all current medications in supported note types.
- Managed Care Authorization Report: Review managed care authorizations across clients.
- Appointment Report: Filter appointments by insurance type and include insurance details in exports.
- Quick Calendar: Restore previously selected filters during an active login session.
- Compiled Notes: Control the display of time spent, duration, and start and end times using the new Time Spent modal.
- Inactive Clinicians: Preserve assigned clinicians on historical records and identify inactive clinicians.
- Patient Statements: Filter visits by No Insurance, selected by default, to include visits where patients had no active insurance on the date of service.
Completing Client Forms in the Office with Go-Sessions
Practices can now use Go-Sessions to make it easier for new or existing clients to complete and submit forms in the office using a tablet, without needing to use the Client Portal.
With Go-Sessions, practice users can:
- Start a session from a client’s chart and select one or more forms for the client to complete.
- Provide the client with a tablet to complete and submit the selected forms.
- Access an active session using a QR code or a copied link.
- View completed forms in the Documents tab and the client’s chart face.
Learn more: Using Go-Sessions at the PracticeUploading Documents Through the Client Portal
Patients can now upload and share documents directly through the Client Portal. From My Documents, patients can upload one or more files at a time, review and rename files before uploading, and remove files they do not want to share.
Supported file formats include PDF, JPG, JPEG, PNG, GIF, WEBP, AVIF, DOC, DOCX, XLS, XLSX, and TXT, with a maximum file size of 20 MB per file.
Uploaded documents are automatically added to the patient's chart and shared with their Principal Clinician, who receives a notification for each document uploaded.
To enable this feature, go to Settings > Client Portal > Portal Settings > My Documents and turn on Allow clients to upload documents from portal.
Learn more: Uploading Documents Through the Client PortalAdding Notes to Client Insurance
You can now enter notes when adding or editing a client's insurance information. Notes can contain up to 250 characters and appear with the client's insurance information under Account > Insurance. On the Add/Edit Insurance screen, click Next to go to step 2 where you can see Notes field.
Displaying All Current Medications in the Medication Box
A new Show all current medications in the Medication box preference is available under Personal Preferences > Note Settings. When enabled, the Medication Box displays all current medications from the client’s medication list in Progress Notes, Complete Evaluations, SOAP Notes, Quick Notes, and Primary Care Notes.
When the preference is disabled, the Medication Box continues to display only medications prescribed or discontinued in the current note.
The preference does not affect compiled notes or PDF output.
New 'Managed Care Authorization Report'
Review managed care authorizations across clients with the new Managed Care Authorization Report. The report provides a centralized view of authorization details, with options to:
- Filter authorizations by Client, Insurance, Auth Type, Service Code, Enabled, Expired, Issued Date, or Expiration Date.
- View authorization numbers, service codes, modifiers, and authorization dates.
- Track Authorized, Used, and Remaining Quantities.
- Identify expired authorizations with highlighted expiration dates.
- Search, sort, and export report results in CSV, PDF, or Excel formats.
Filtering Appointment Report by Insurance Details
You can now filter the Appointment Report by the client's Primary, Secondary, or Tertiary insurance. When you generate the report, insurance details appear as columns in the report. These columns are also included when you export the report to PDF, CSV, or Excel.
Remembering Quick Calendar Filters
Quick Calendar now remembers your selected From Date, To Date, and Clinician(s) during your active login session. When you return to Quick Calendar, your previously selected filters are automatically restored, and appointments load using those selections.
This eliminates the need to reapply the same filters when navigating away from and returning to Quick Calendar.
Time Spent Modal and Note Preferences
Clinicians can now control whether time spent, duration, and start and end times appear on compiled notes.
The redesigned Time Spent modal includes the following options:
Time Spent / Duration: Select Yes or No to include or exclude time spent and duration from the compiled note.
Start and End Times: Select Yes or No to include or exclude start and end times from the compiled note.
A new Start and End Times setting is available in Personal Preferences under note settings. This setting is selected by default, so start and end times are included in notes. To exclude start and end times from notes by default, clear the checkbox and save your preferences. Clinicians can still select Yes in the Time Spent modal to include start and end times for an individual note.
Preserving Assigned Clinicians on Historical Notes
Historical notes, assessments, evaluations, and treatment plans now retain their originally assigned clinician when the clinician is deactivated or transferred. You can continue to identify the clinician assigned to historical records, even after the clinician is no longer active.
- Historical notes retain their assigned clinician when the clinician is deactivated or transferred, regardless of whether the note is in progress or signed.
- Inactive clinicians appear with an (Inactive) label in the Assign Clinician field for historical notes, assessments, evaluations, and treatment plans.
- Clinicians changing to a staff role no longer require a transfer of their historical notes or appointments.
- Updated the Client and Appointment Transfer warning to clarify that viewing a deactivated clinician's historical notes requires being part of the client's clinical team.
- Added a confirmation modal when deactivating a clinician to help administrators understand the impact of deactivation on historical notes and clinician assignments.
Filtering Patient Statements by No Insurance
The Patient Statement now includes a No Insurance option in the Insurance Type filter. The No Insurance option is selected by default, allowing you to include visits where the patient had no active insurance on the date of service, including visits with outstanding client balances.
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