Changelog
Follow up on the latest improvements and updates.
RSS
Lumary Appointments now Sync with Hi Rasmus on a 1 minute Cadence
✨ What's New
We've updated the frequency of appointment syncing between Hi Rasmus and Lumary. Previously appointments synced every 15 minutes, now it's every minute.
💡 Why it matters
Appointment updates and new appointments should be reflected in Hi Rasmus nearly instantaneously, ensuring accuracy of appointments in Hi Rasmus!
📚 Learn more about the
Hi Rasmus <> Lumary
integration here 👉 Lumary Integration Overview---
Also in this Release
⚙️ A few general bug fixes and performance optimizations, including the fix for a minor issue with annotations not saving in graphs
Step Back and Forth through Opened Activities
✨ What's New
Instead of having to open an activity, close it and then open a new one, we've added forward and backwards arrows that allow you to toggle through the activities that are included in whichever the filters you've set on
Reporting >> Activities
, Client History or My Activities
💡 Why it matters
We're always looking for ways to make Hi Rasmus more efficient for our users, this will save you a few clicks, especially when using tools like the AI note Auditor!
"Hide Cancelled Appointments" Schedule View Setting
Only available for customers that subscribe to our scheduling tool
✨
What's New
We've added a new setting to our scheduling tool that allows you to hide all cancelled appointments when viewing calendars
Select the ⚙️ icon from the menu at the top of the calendar
Toggle on "Hide cancelled appointments" and all cancelled appointments will be removed from view
💡
Why it matters
This removes extra noise from calendars, so you can have a clear picture of a client or users scheduled appointments, availability or unavailability.
📚
Learn more about the Hi Rasmus Scheduling Tool 👇
---
Improvements to our Bulk Activity <> Appointment Matcher
We've made some improvements to our bulk appointment matcher tool under Reporting >> Activities (a
Premium
Feature) to allow for more precise matching✨
What's New
- We've refined the the time tolerance on our bulk activity to appointment matching feature. Setting a time tolerance of "0" will allow you to only match activities to appointments that have the exact same start and end time.
- We've also removed "Form" activity types from the bulk appointment matcher so that forms do not get matched to an appointment.
📚
Learn more about our appointment matching tool 👇
Bug Fixes 🐛
We smashed 💥 a few bugs related to memory limits, filters and image uploads on programs
Optimizations
🛠️We added some better backend tracking mechanisms for imported sessions
Undo/Redo support for section creation and deletion on Reports
✨ What's new
You can now undo or redo the deletion or addition of a
report section
while editing reports. The report will automatically scroll to the affected element in the report after an undo or redo action occurs, so you can easily tell where in the report a change occurred. 💡
Why it matters
Reports are now far more forgiving if you make a mistake while editing a report! You can easily undo and redo changes using the redo/undo buttons, including removing or adding an entire section.
👉 Learn more about the Progress Report updates in Hi Rasmus: https://help.hirasmus.com/knowledge/updated-report-features
---
Additional Fixes in this Release Include:
- Bulk Data Import Improvements
- Additional Report Optimizations
- Improvements to audit trail accuracy
Rating Scale Data Collection
You can now build a rating scale into a prompt-level template, collect Likert-style scores in session, and track the average on the progress graph—no more approximating ratings with weighted prompt levels. 💙
✨ What's new:
- 📊 Rating Scale outcome measurement—Choose Rating Scale under Advanced Settings > Outcome Measurement, then set each level's label, value, and color the same way you do today.
- 🏷 Labels in session, averages in the note—Technicians see and select the label rather than the number. The target badge shows the average score for the session, and that average carries into the Session Data table in the session note.
- 📈 Rating on the graph Y-axis—A new Rating option scales the Y axis to your template's range and plots the average for each day or session, on both Session Data and Trial-by-Trial views.
💡 Why it matters:
Clinicians who wanted to score dimensions like independence, engagement, or program quality had to bend weighted prompt levels into a shape they weren't built for—complex to configure and never producing a clean average on a graph. The rating scale gives you that measurement natively, in the template builder you already use.
Two things to know as you set it up: targets using a rating scale are excluded from automated mastery workflows, so mark them mastered manually, and rating data is graphed separately from percentage data, so a rating target's graph needs the Rating setting selected to display correctly.
👉 Learn more about:
---
AI Auditor Refinements
The AI Audit Agent now focuses on what it was built to review—session and supervision notes—and only shows you a message when there's something you need to act on. 💙
✨ What's new:
- 🎯 Session and supervision notes only—Review with AI is available once you've selected at least one session or supervision activity with a completed note. Other activity types are skipped rather than audited and won't appear in your audit results.
- ⚠️ Notices only when they apply—the standing banner is gone. Instead, you'll see a notice when part of your selection isn't eligible or when notes have already been audited and haven't changed since, with a Deselect audited option to clear them.
💡 Why it matters:
The auditor was running on anything in the Activities table, and the same static banner appeared every time regardless of context. Now the tool stays on the notes it can meaningfully review, and when a message does appear, it's because it applies to the selection in front of you. The AI Audit Agent remains in beta and free during that period.
👉 Learn more about:
---
Populate Lumary Custom Fields from Session Note Custom Fields
For Lumary-integrated organizations, a custom session note field can now populate a matching field in Lumary directly, so information your team captures in the note is reportable in Lumary. This one takes setup on both sides—please read the full KB article before turning it on. 💙
✨ What's new:
- 📤 Send a custom field's value to Lumary—Turn on Expose field in API for a session note custom field and give it an API field identifier. When the note is sent, that value lands on the matching Lumary field.
- 🔗 A matching custom field in Lumary is required—each exposed field needs a custom field already set up in Lumary, and the API field identifier has to match that Lumary field name exactly. Your Lumary administrator handles that side of the setup.
- 🧾 Reportable in Lumary—Once the value is on the Lumary field, you can report on it in Lumary and include it on the generated invoice PDF.
- ⚠️ A setup mismatch stops the send—If an identifier or field type doesn't line up, the note saves in Hi Rasmus but isn't sent, and the user is asked to have an administrator adjust the template or Lumary. Empty fields are skipped and never overwrite values already in Lumary.
💡 Why it matters:
Specific session note information can now flow directly into Lumary using corresponding custom fields, making this information reportable and reusable in other places within the system - this allows organizations to more easily fulfill compliance and billing requirements that depend on session note details.
This applies only to Lumary-integrated organizations, and because field names have to match exactly on both sides, the KB article covers the setup steps and which field types are supported. Walk through it with your Lumary administrator before you configure anything.
👉 Learn more about:
---
Also in this release
- 🔘 Set program status in bulk from the Library—Select multiple library programs and update their status in one action, the same way you already can on a client's Programs page. Available to users with library edit access.
AI Auditor Updates
🆕
New User Privilege for our AI Audit Agent
✨
What's new:
Access to the AI Audit Agent is now a user privilege available to both manager and administrator roles, allowing wider access to the tool!
🆕
New AI Audit status and timestamp columns to Reporting > Activities
✨
What's new:
Reporting > Activities now shows AI Note Auditor results. Two new columns surface each session note's audit status and the time of its most recent audit, allowing greater visibility into audit results!
Improved Operational Data Tracking in the Scheduler Tool
🆕
New Funding Source & Authorization Columns in the Appointments Report Table
You can now add Funding Source, Authorization #, Auth Start Date, and Auth End Date to your Reporting > Appointments view, so billing-relevant details live right alongside your session data. 💙
Currently Only Available for Scheduling Clinics
✨
What's new:
- 📋 Four new columns— Add Funding Source, Authorization #, Auth Start Date, and Auth End Date to the Appointments report from the column selector.
- 🔍 Filter by funding source or auth dates— Use standard text search to narrow appointments by funding source or date range filters for authorization start/end dates.
💡
Why it matters:
If you need funding source and authorization details included your appointment data, this update keeps it in one place alongside Service Code and Place of Service.
🆕
Track Client Diagnoses in the Client Profile
We've added a Clinical tab to the Edit Client diagnosis, so you can record, prioritize, and manage a client's diagnoses in one structured place. 💙
Currently only available for Scheduling clinics
✨
What's new:
- 📋 New Clinical tab— Manage a client's diagnoses from a dedicated tab in Edit Client.
- ➕ Add diagnoses— Enter an ICD-10 code with an optional description; codes are validated and auto-uppercase as you type.
- 🔢 Set priority order— Drag to reorder active diagnoses, so the top entry always reflects the primary diagnosis.
- 🏷️ Resolve and reactivate— Move a diagnosis to a separate Resolved list when it's no longer active, and bring it back anytime.
💡
Why it matters:
Clinicians need a reliable, structured way to capture a client's diagnoses in ICD-10 format, rather than free-text notes, and to distinguish current conditions from historical ones. This update gives your team a clear, prioritized record right where you already manage the client's profile.
Saved Views on the Progress Page
We've brought Saved Views to the Progress page table, so you can save your preferred filters, columns, and groupings once and reload them anytime—no more rebuilding your layout every session. 💙
✨ What's new:
- 🔖 Save a view— Save the current filters, columns, column order, and group-by selection as a named view, then reload it with one click.
- 👁 Control who sees it— Set a view's visibility to just you, all users, or specific user roles.
- 👥 Share org views (Managers)— Managers can create, edit, and delete organization-level views and scope them to the roles who need them, so teams report from a consistent starting point.
- 📌 Views that stick— The Progress page remembers your active view as you move between program graphs and switch between clients, so you pick up right where you left off.
💡 Why it matters:
The Progress page is where you go to act on a learner's data, but until now it forgot your setup the moment you left it. Rebuilding the same filters and groupings every visit added friction to work you do all day. Saved Views lets you set up the table your way once and gives managers a simple path to standardize how their teams read progress.
---
Render Dynamic Fields in Progress Reports
You can once again render dynamic fields directly in progress report text fields, so the values you pull into a report are locked in place when you're ready. 💙
✨ What's new:
- ✍️ Render button is back— Use the render dynamic fields option in progress report text fields to replace dynamic fields with their current values.
- 📄 Works across your report— Render dynamic fields in text elements, assessment elements, and program elements (both top and bottom).
- ✅ Confirm before you render— A confirmation dialog checks in before rendering, and your current state is saved first so every value is captured accurately.
- ↩️ Undo and redo are supported— Changed your mind? Rendering works with undo and redo like the rest of your report edits.
💡 Why it matters:
Several organizations told us they missed being able to render dynamic fields in their progress reports. This brings that back, so you can freeze the values in a report exactly as they are when it's finalized—helpful when you're preparing reports for review or sharing and want the numbers to stay put.
---
Also in this release
🖊 Fixed caregiver and parent signatures remaining pending
— Signing a pending caregiver or parent signature request now properly completes that request, so notes no longer get stuck in pending signature status after they've been signed.---
👉 Learn more about:
We've added two new Lumary integration features —
auto-import
and field sync
— so the client details you manage in Lumary carry over automatically to Hi Rasmus and stay up to date. They're separate settings you can turn on independently: use one, both, or neither, depending on how your organization works. No more maintaining the same client in two places, and one clear source of truth for your team. 💙✨ What's new:
- Auto-import clients from Lumary
- 📥 Automatic client creation— When a client is triggered for data collection in Lumary, their profile is created in Hi Rasmus automatically using the existing reference. If you're short on client licenses, they're added for you so imports don't get blocked.
- 🔁 Activation follows Lumary— When a client's trigger is turned off in Lumary, their Hi Rasmus profile deactivates; turn it back on and the existing profile reactivates rather than creating a duplicate.
- Sync client fields from Lumary
- 🔄 Fields stay up to date— Turn on Lumary as the source of truth and client details (name, date of birth, address, and more) pull in on import and refresh every 5 minutes, so profiles stay accurate without manual updates.
- 🔒 Clear indicators for managed fields— Lumary-managed fields are read-only in Hi Rasmus, marked with the Lumary icon and a tooltip, and a banner at the top of the client profile lets you know some fields are managed in Lumary. Fields not sourced from Lumary stay fully editable.
- 📝 A heads-up on forms and note templates— When you assign a form or note template that includes synced client fields, a warning shows which fields won't update on completion, since Lumary manages them.
💡 Why it matters:
When client information lives in both Lumary and Hi Rasmus, keeping it aligned means duplicate data entry, extra admin time, and a blurry sense of which system to trust. This update lets Lumary drive client profiles end to end, so records stay accurate on their own and your team can spend less time reconciling systems and more time focused on providing care.
👉 Learn more about:
For Camber-connected organizations, you can now add an Authorized BCBA Credentials field to your note templates and have it auto-populate from the linked appointment—so the authorizing provider's credentials carry straight into the note instead of being typed in by hand. 💙
✨ What's new:
- ➕ A new Authorized BCBA Credentials field—Admins can add it from the appointment Dynamic Fields in note template settings. It's opt-in, so it only shows up on the templates you choose.
- 📝 Auto-populates from the linked appointment—When you open a note tied to a Camber appointment, the field fills in with the credentials from that appointment automatically.
- 📄 Carries through to completed and sent notes—The value appears on the exported PDF and on notes sent back to Camber, so what's on the appointment matches what's on the record.
- 👁 Stays empty when there's nothing to show—If an appointment has no credentials, isn't from Camber, or isn't linked at all, the field renders empty.
💡 Why it matters:
Before, authorized BCBA credentials had to be entered by hand, which is easy to get wrong and leaves the note out of step with what's in Camber. Now the credentials flow in from the appointment on their own, so providers can trust the record and stay focused on the session. This applies to Camber-connected organizations only, your existing appointment fields are unchanged, and the field never appears on a template until you add it.
👉 Learn more about:
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