A lapsed certification can keep a provider off the schedule from the very next day. You can now spot upcoming expirations right from your staff (Users) list, so nothing slips through the cracks. 💙

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📅 Add the new Next expiry column on Settings > Users to see the soonest upcoming expiration for each staff member.

🔍 Filter to the next 30 or 60 days (or any range) to see who needs to renew soon, then save it as a view to check regularly.

🔄 When someone renews, the column shows their latest expiration date, not the old one.

⚠️ A certification that expired and was never renewed shows a past date, so it’s easy to follow up.

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Until now, checking for upcoming expirations meant opening each staff profile one at a time. With expiry dates on your staff list table, a quick monthly check is all it takes to keep everyone current.

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The updated Credentialing tab on each staff profile now keeps a complete, dated record of degrees, certifications, and licenses, including every renewal. You can see at a glance who holds what, and when, without digging through paper files. 💙

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🎓 Add a staff member’s degree level, field of study, school, conferral date, and accreditation. Degrees never expire, so there’s no end date to track.

📋Each credential now has a “Valid from” and “Expires” date, plus a standing of Active, Inactive, Suspended, or Revoked.

🏛️ Choose State licensure to record an LBA or LABA. The issuing state fills in automatically from the staff member’s profile.

🔄 Renew carries the issuer and number into a new entry, so you only add the new dates. The previous certificate stays on file as history.

📂 Expired credentials move into a collapsed “Expired” section on their own, keeping current credentials front and center.

🔒 Clear permissions: Managers, administrators, and supervisors can record credentials. Therapists can view them but not edit them.

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✏️ Fixed deleting a checklist item, which now asks for confirmation and removes only that item.

👁️ Staff lists, reports, and note templates now show each person’s current credential rather than an older, expired one.

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Credentials change over time. Staff renew, earn new licenses, and occasionally lapse. Keeping the full history, with dates, gives your team an accurate record of who was qualified and when, without relying on memory or spreadsheets. That way, you can spend less time chasing paperwork and more time supporting the clinicians who support your clients.

ℹ️ If you want to pull a user's credentials into their session note signature, you'll still need to utilize the "Professional Credentials" user field. Learn more about how to utilize that field HERE

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Now you can easily add a program's mastery criteria as a dynamic field in a report template or surface the mastery criteria as a column on the progress overview page.

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This helps streamline report writing, so you don't have to look up the criteria and type it in every time or use a separate program data field to maintain the mastery criteria.

Adding the mastery criteria to a column on the progress page allows for better oversight into client program progress at a glance!

Less toggling between screens and less duplicitous work! We love to see it!

Measurement Metric is now a dynamic field in treatment report templates, so each program's metric fills in automatically. No more typing it by hand. 💙

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How a program is measured gives context to its progress data. Pulling the metric straight from the program saves BCBAs time and keeps reports consistent with the program.

📝 This field is for treatment report templates only, not session note templates.

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Managers and administrators can now undo a cancelled appointment directly in the Scheduler, so a mistake or a client changing their mind doesn't mean starting over. 💙

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Recreating a cancelled appointment from scratch costs time and opens the door to re-entry errors. Undo Cancel lets you fix a mistaken or reconsidered cancellation in one step, while preserving a complete record of what happened.

📚 about Cancellations in the Scheduling Tool HERE

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Assigned staff now receive an in-app notification when one of their appointments is cancelled, so fewer changes slip through the cracks and schedulers spend less time following up by text or chat.

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When a session is cancelled, the provider on the other end shouldn't have to find out by checking the calendar or waiting for a text. Before this update, Schedulers had to reach out to staff manually, outside Hi Rasmus. Now the person who needs to know is told right away, with enough detail to adjust their day.

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Linking an activity to an appointment and unlinking an activity from an appointment are actions that are now recorded in an activity's audit trail

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This is a helpful tool for troubleshooting if there are questions about which activities belong to an appointment, it gives a better picture of actions that may have been taken on an activity to allow for better oversight!

Funders want to know when programs were put on hold, moved to maintenance, closed, or discontinued. Until now, that meant looking up each date and typing it into the report by hand. Four new program-level dynamic fields now add those dates to your treatment reports for you, so the dates funders see are accurate. 💙

📅 Four new dynamic fields: Program Closed Date, Program Hold Date, Program Maintenance Date, and Program Discontinued Date.

🧩 Right where you'd expect them: You'll find all four in the dynamic field picker, next to the program-level fields you already use.

🎯 Fills in automatically: Each field shows the date the program entered that status. No lookup required.

⬜ Blank when it doesn't apply: If a program never entered a status, that field is simply left blank. No placeholder text, so nothing needs cleaning up before the report goes out.

🔒 Existing reports stay as they are: Reports you've already generated are not changed.

Treatment and progress reports are funder-facing, so the dates in them need to be right. With status dates pulled straight from the program, BCBAs save time on every report and avoid typos and mismatched dates.

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Checklists made their debut in Treatment Plan and Progress Report text boxes, and now they're coming to Session Notes too! Text boxes in Session Note templates have a Checklist option right next to bulleted and numbered lists. 💙

☑️ Checklist button in the toolbar: Select one or more lines, click Checklist, and each one gets a checkbox. Click a box while editing to check it off (or uncheck it).

📝 Works like the lists you know: Checklists handle multiple lines and indenting the same way bulleted and numbered lists do.

🖨️ Looks right everywhere: Checkboxes keep exactly the state you left them in when you export to PDF or print.

🔒 Locked when published: Once a session note is published and locked, checkboxes show their saved state and can't be clicked.

🧩 Formatting only: Checking a box doesn't link to goals or data or change anything else in the client's record.

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📏 Measurement Metric column: Add it from the same column customization picker you already use to choose what shows in the Progress table.

⬆️ First in the list: Measurement Metric sits at the top of the column picker, above Target Status and Program, so it's easy to find.

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How a program is measured shapes how you read its progress. Until now, BCBAs reviewing multiple programs had to open each one to check its metric. With the metric right in the table, you can compare programs and analyze progress at a glance.

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Now you can now see each client's total scheduled hours for the week right in the calendar, so you no longer have to add up sessions by hand. 💙

🕒 Weekly hours on every client column: In Week view, each client's column shows their total scheduled time for that week, for example "Scheduled: 8 hr 15 min."

🔄 Updates as you schedule: The total changes right away when you add, move, resize, cancel or reassign an appointment, even before you save.

🚫 Counts only scheduled sessions: Cancelled appointments, staff events and unavailability are left out of the total.

Knowing how many hours a client is scheduled for each week helps you plan with confidence and spot gaps or overloads early. Until now, that meant having to calculate it yourself. Now the number is right where you build the schedule, so you can make adjustments in the moment.

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The AI Note Auditor can now run inside the session note workflow, but it stays off until you enable it. You choose which session note templates it runs on, and once it's on, your team sees and fixes flagged issues a note is finalized.

The Auditor's review used to happen away from where notes are written, so issues surfaced after the fact and notes had to be reopened. Now you can bring the review into the workflow on the templates you choose, on your own timing, so documentation can get corrected before a note is completed.

You asked, and it's here! Text boxes in Report templates now have a Checklist option, right next to bulleted and numbered lists. 💙

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Now you can update program statuses in the program library in bulk!

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No more clicking every individual program in the library to change a program's status! Select multiple programs at once to set their status in one go!

The AI Note Auditor can now review a session note in the last step before signing. This lets your clinicians see and fix flagged issues while writing the note, not after completion. It stays off until you enable it for the session note templates you choose. 💙

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Until now, the Auditor reviewed notes after completion, so fixing an issue meant reopening a signed note. Now clinicians see the feedback and can fix session notes before signing.

AI Note Auditor is currently in Beta. Contact your Customer Success Manager to learn about access for your organization.

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The Hi Rasmus Scheduler now shows how many hours each staff member is scheduled for that week, right on the calendar. You no longer need an export or a calculator to check it. 💙

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Schedulers work with many staff and many changes every week. With the hours right on the calendar, you can see who has room and who is at capacity while you schedule.

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When a program graph is open from the Progress page, you can now move to the previous or next program with the new buttons at the top of the modal. You don't have to close it first. The order matches the Progress table, with your current sort and filters.

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Reviewing a caseload no longer means closing a graph and finding your place again for every program. When you close the modal, you're still where you left off on the Progress page.

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The session type now sits as a chip next to the plan's title, in both the session plan and session prototype editors, and each type has a short description in its menu. Settings that used to be toggles are now checkboxes, each with a help button that explains what it does.

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You can see a plan's session type the moment you open it, and a plan that isn't a normal session stands out. Help for each setting is one tap away, including on a tablet, where hover tooltips didn't work. Your existing session plans and their settings are unchanged.

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You can now add a Status filter in the Hi Rasmus Scheduler to focus on the appointments that need your attention today. 💙

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When every appointment shows at once, completed and canceled visits can crowd out the ones you actually need to act on. This filter lets you clear that noise and see just what matters right now — nothing is hidden for good, so removing the filter brings everything back.

One thing to know as you build filters: for an appointment linked to a session activity, the filter matches the status the calendar is showing rather than the appointment's own — so an appointment marked Scheduled whose linked activity sits at Pending notes is matched by Pending notes. This applies at clinics with no integration, or with an integration that allows scheduling. Elsewhere, the appointment's own status is used, so Pending notes, Pending review, and Pending signatures won't return results.

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Admins can now control who can enter manual sessions separately from who can edit past session data. Until now, the two came as a pair, so allowing someone to log a session after the fact also let them alter completed session records. They are independent now, and each role can be set the way your workflows need. 💙

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Teams that needed their technicians to log sessions after the fact had to turn on "Edit session data" to allow it, which also opened up editing completed session records. The two are separate now, so you can allow manual entry without giving up control of past data. Live session start, session note completion, and sending notes to your practice management system are not affected. Data imports are unchanged and keep their existing permissions.

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The Hi Rasmus Scheduler now shows you when an appointment falls on that client's birthday, so you don't need a separate calendar or spreadsheet to keep track. 💙

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Birthdays have had to live in spreadsheets and personal calendars outside Hi Rasmus — disconnected from the schedule and easy to let lapse. Now the cue sits on the appointment itself. This is a staff-facing cue only: nothing is sent to clients or families, and a birthday with no appointment on the calendar that day doesn't surface anywhere.

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Canceled appointments in Timeline view of our Scheduling Tool now get the same strikethrough treatment as Week and Daily view.

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❌ — Canceled appointments display a strikethrough, matching Week view.

🎨 — Shows up whether your clinic filters appointments on the calendar by status, provider, or client team in the timeline view.

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For clinics that color-code by something other than status, the strikethrough is the main visual cue for cancellations — and it was missing in Timeline view. Now it's consistent everywhere, so you won't miss a cancellation no matter which view you're in.

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Frequency targets no longer have to borrow a timer they don't need. There's now a dedicated Frequency target type, built for pure frequency counts with no session-duration tracking attached — so you're not stuck pairing a Rate target with a frequency workflow just to get the metric you actually want. Rate targets keep all the flexibility they've always had, and your existing timer-based Frequency programs keep working exactly as they do today. Just a cleaner, timer-free option when frequency is all you're counting. 💙

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Frequency and Rate workflows have always overlapped, but until now, getting a pure frequency count meant working around a Rate target or a timer you never asked for. The new Frequency target type gives BCBAs and clinicians a straightforward way to track frequency on its own terms — no timer, no workaround — while Rate targets keep the flexibility that existing programs already depend on, and nothing changes for your current Frequency programs or their data.

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Users with access to Lumary can now directly access the corresponding Lumary appointment via a hyperlink option on the activity.

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No more guessing at which appointment the activity is linked to, or clicking back and forth between systems. Look out for a corresponding update on the Lumary side, that will allow you to access a Hi Rasmus activity via a hyperlink on the Lumary appointment.

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Managers can now add learnings to the AI Note Auditor directly and choose which session note templates they apply to — speeding up how quickly the Auditor adapts to each organization's requirements. Keep in mind this tool is still in Beta.

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📝 — Author a learning with the new "Create a learning" button.

🔭 — Apply learnings to specific session note templates, or to your entire organization at once.

✅ — Review and edit your learnings, and always see which ones apply to which templates.

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Adapting the AI Note Auditor was previously only possible by giving feedback as it reviewed session notes. Now you can define and update learnings up-front, before spending time on review.

📚 Learn more about the the AI note auditor HERE

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Filter options have not changed: we've just updated the way filters look in Hi Rasmus - filters in the same category are now nested within a folder, the filter dialog now shows a count of the number of filters selected and users can select multiple filters at once, without having to reopen the dialog to set subsequent filter options.

Clicking into a program graph no longer sends you to a new page — it now opens in a full-page modal right over the Progress page, matching the target graph experience you already know. Click from a program into a target and back, then close out exactly where you left off. No more losing your spot. 💙

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BCBAs and clinical supervisors reviewing program data across a caseload were stuck re-scrolling to the same spot every time they checked a graph — friction that piled up fast on pages with many clients or programs. By keeping the Progress page anchored underneath a modal instead of navigating away from it, you can move fluidly between programs and targets during data review or session prep, and pick up right where you left off every time.

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Those with access to the Scheduling tool in Hi Rasmus no longer have to navigate away from the calendar to access a client's profile. Click a client's name at the top of the calendar, when scheduling for a specific client or grouping by clients, to open their profile in a pop up screen.

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Fewer clicks to access the information you need to make scheduling decisions! No need to navigate away, one click will pull up their profile, as long as you have the proper access!

📝 NOTE: The Behavior Technician role in Hi Rasmus does not have the option to be able to view a client profile. This can only be granted to Analyst level roles and above.

📚 Learn more about the Hi Rasmus scheduling tool HERE

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We've added a new column to activities reporting titled "Signature Time Discrepancy". This calculates the discrepancy between the end time of a user's activity and the first signature collected (which will always be provider signature, if provider signature is required).

You can also filter your activities by this field to identify any activities in which the signature discrepancy is greater than, less than or equal to a specific amount of time.

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This provides a much more robust picture into signature collection. You can now more easily monitor if providers are latent in signing their notes, or signing them before the activity end time. We recommend creating a saved filter view that displays the signature time discrepancy, any filters you want to set, along with signature time stamps!

🔜 Stay tuned for even more updates to help your organization maintain compliance around signatures.

📚 Learn more about how you can audit signatures in Hi Rasmus HERE

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Program graphs now automatically show you where a program moves from Baseline to Active, and from Active to Maintenance — with clear phase change lines, labels, and separate trends for each phase. No more squinting to figure out where one stage ends and the next begins, so you can read performance by phase and make clinical calls faster. 💙

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Supervisors spend limited oversight time trying to interpret graphs that don't visually separate treatment stages. With phase changes clearly marked and trends broken out by phase, you can interpret performance within each stage faster and more intuitively — freeing up time to focus on the learners who need it most, and setting the stage for more clinically meaningful progress tracking ahead.

📚 Learn more about Graph Annotations [HERE]