Changelog
Follow up on the latest improvements and updates.
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We've added three improvements to help teams spend less time on manual workarounds and more time focused on care. Custom activity types give you flexibility to track work your way, RBT training now pauses automatically to keep completion times accurate, and Lumary service codes can now appear separately on session notes when payers require it. ✨
⚙️ Custom Activity Types
Managers can now create, edit, and manage custom activity types beyond the system defaults, so teams can track internal work, training, and organization-specific activities in a way that accurately reflects how you operate. 💙
✨ What's new:
- 📋 Activity Types management page— Found under Settings → Organization (Manager access only).
- ➕ Create custom types— Choose an icon and name, then save. Custom types appear alongside defaults when creating activities.
- 👁️ Show/hide default types— Hide default activity types (except Session, Supervision, and Forms) when they're not needed for your workflows.
- ✏️ Edit and delete custom types— Update names and icons, or delete types that are no longer needed. Existing activities keep their original type even after deletion.
💡
Why it matters:
Every organization works differently. Custom activity types let you categorize work accurately without forcing everything into "Other" or creating workarounds. This reduces manual review time, improves reporting clarity, and helps ensure billing and payroll data accurately reflect the real work your teams are doing.
🕐 RBT Training Duration: Inactivity Timer
We've added an automatic pause to RBT training sessions after 15 minutes of inactivity, so course completion times accurately reflect active learning time—helping teams meet BACB requirements while giving trainees the space they need to process and reflect. 💙
✨
What's new:
- ⏸️ Automatic pause after 15 minutes— The session timer pauses when there's no user input (clicks, keyboard, or mouse movement) for 15 consecutive minutes.
- 💬 Session paused modal— When inactivity is detected, a modal appears letting trainees know the session was paused. They can resume whenever they're ready.
- 📹 Video playback exception— The timer won't pause while course videos are actively playing, so trainees can watch without interruption.
- ✅ Accurate duration tracking— Total session time on certificates now reflects only active participation, excluding idle time.
💡
Why it matters:
Certificate completion times need to average around 40 hours to meet BACB requirements. This helps ensure reported durations accurately reflect actual work time, reducing compliance concerns while still supporting thoughtful learning and note-taking.
🔢 Lumary Service Code Field Added to Session Notes
Session notes can now pull in the Lumary Service Code separately from the Service Name, giving you the flexibility to display codes and names independently on notes when required by payers. 🎉
✨
What's new:
- 🆕 New Service Code field— Maps to Lumary'sserviceCodevalue (e.g., "97153").
- 📝 Service Name field— The existing Service Code field has been renamed to Service Name and now maps to Lumary'snamevalue (e.g., "Direct Therapy (97153)").
- ✅ Backward compatibility— Existing templates continue to work without changes.
💡
Why it matters:
Some payers require the service code to appear separately on session notes. This update gives you the control to format notes exactly as payers expect, reducing manual edits and keeping billing accurate and compliant.
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We’ve upgraded our in-app telehealth video calling experience to make sessions more reliable and easier to recover if someone’s connection drops. We also added a faster way to roll out Library programs across multiple clients or staff. 🎉
⚠️
Note:
To keep using in-app video calling, everyone will need to update to the most recent app version
. Older versions will no longer support video calling.✨ What’s new
- 📚 You can now add a Library program to multiple clients or staff at once, so you don’t have to repeat the same copy action over and over.
- ✅ More reliable reconnection when a connection drops (you may be automatically reconnected after short outages).
- 📶 Clearer feedback when network quality is poor, so you understand what’s happening during a call.
- 🔄 Improved behavior when reloading the web page during an active call, so you’re not prompted unnecessarily.
- 📱 Better support across devices, including improved behavior on mobile and tablets.
💡 Why it matters
- Faster setup when rolling out the same programs across multiple clients or staff.
- Fewer interrupted sessions and less time spent troubleshooting mid-appointment.
- A smoother experience for providers and supervisors who rely on telehealth day to day.
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Auditing activities just got easier. You can now quickly find activities that
do
or do not
have a captured signature, so teams can catch missing sign-offs before they become a compliance headache.🔐 Note:
Reporting → Activities is a Premium feature. These new signature filters are also available on other Activities pages (for example, Client → History → Activities and My Activities) so teams can still audit signatures outside of reporting.✨ What’s new
✅ Added signature filters across Activities pages
- 🔎 You can filter for Has signatureorNo signatureby signature type (based on the signature fields your organization has set up).
- This works alongside existing “pending signature”filtering, giving you a clearer way to spot completed vs. missing signatures.
- 📍Tip:To use these, click Filter → Signatures on an Activities page.
💡 Why it matters
- Faster auditing for missing signatures across activities in any status.
- Helps reduce compliance risk by making it easier to catch unsigned activities before data is shared externally or reviewed.
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We shipped two scheduling improvements today to help teams stay aligned and move faster—without extra messages or last-minute confusion. 💙
✨ What’s new
✨ Appointment notes for real-time staff communication
- 📝 Add a plain-text note to client and staff appointments while creating, drafting, or actively scheduling.
- 👀 Use Show/Hideto control whether the note is visible to staff.
- 📅 Staff can see notes on Home/Appointmentscards (with Read more/less).
- ✅ Notes appear on the Preparationpage in a banner with the full note text
- 🔒 Appointment notes are for internal staff coordinationand arenot visible to users with a parent role.
- 📊 Appointment notes are also available in reporting and exports as an optional “Appointment Note”column (even if a note is hidden from staff views).
✨Bulk convert Draft → Scheduled in Timeline
- ✅ Select multiple Draftappointments directly in Timeline (checkbox appears on hover).
- 🔍 Review your selections in a View selectedmodal before converting.
- ➡️ Convert all selected drafts to Scheduledin one action.
- 🔁 For recurring series, only the selected instance updates (not the whole series).
💡 Why it matters
- Less switching between tools to share quick updates.
- Faster schedule finalization when you’re cleaning up drafts.
- Staff start sessions and meetings with the context they need—right on time. ✅
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Staff can now use an authenticator app as their second factor when signing in, strengthening account security beyond SMS alone.
✨ What's new
- Pick SMS or authenticator app when turning on multi-factor authentication, then scan a QR code or use a secret key to finish setup.
- See which method is active for each user in the Authentication settings banner (SMS or Authenticator App).
- Re-authenticate to remove MFA from your own account (you'll be logged out afterward), and managers can remove MFA for team members who lose device access.
💙 Why it matters:
- Authenticator apps provide stronger security than SMS, reducing risk and keeping your data safer.
- More flexible for clinics where staff work across locations or use different phone numbers.
- Easier account recovery when devices are lost means less time locked out and more time focused on client care.
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We've added safeguards to help you spot and manage duplicate data during imports, so you can keep progress graphs and treatment reports clean and reduce manual cleanup.
✨ What's new:
- ⚠️ Duplicate Detection Warning— If imported data matches existing sessions (based on program, target, date, and user), you'll see a clear warning before the import completes.
- 📊 Session Count Display— The warning shows exactly how many sessions contain potential duplicates, so you understand the scope before deciding.
- ✅ Choose to Continue or Cancel— You stay in control. Continue the import if the duplicates are intentional, or cancel to review your file first.
- 🛡️ Backend Error Handling— If the duplicate check can't complete because of a system issue, you'll see a notification and can choose whether to proceed.
Why it matters:
Duplicate data creates extra work—manual cleanup, reporting confusion, and support tickets. By catching duplicates before they enter the system, teams maintain cleaner records and spend less time fixing avoidable errors. It's a smarter, more predictable import experience that protects data quality from the start 💙
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✨ New: Save & Share Filter Views by User Role
Managers can now save filter views and share them with specific user roles, making it easier to deliver the right data to the right teams without clutter.
The option to filter information and save views is available in places like the Activities Page, History Page, and Clients or Users Page.
This update brings more flexibility and control to workflows so that every role sees only what they need.
🌟 What's new:
🌐 Role-Based Visibility Options
— Choose who can see each saved view:- Only me — keep it private
- All users — share with the entire organization
- Specific user roles — share only with selected roles (e.g., Manager, Supervisor)
🎛️ Roles Multi-Select
— When selecting role-based visibility, a new multi-select allows managers to assign one or multiple roles.👀 Creator Access
— View creators always keep access, even if their role isn’t selected.✏️ New Edit View Modal
— Edit the name, choose visibility (creator only), adjust roles for role-specific views, or delete the view—all from one place.🗑 Smarter Delete Controls
—- Users can delete their own private views
- Managers can delete any view visible to them, including organization views
💙 Why it matters:
Giving managers the ability to share filter views by role means teams only see the views that relate to their work. This reduces clutter, improves consistency across groups, and helps everyone access the insights they need more quickly. It’s a cleaner, more tailored reporting experience that scales with your organization ⬆️
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✨ New: Pull Assessment Results Into Report Templates
You can now add assessment sections directly to your report templates, complete with dynamic fields and graphs! This makes it easier to build high-quality, insurance-ready reports—without the manual copy-paste.
This release introduces support for Vineland-3, CFQL-2, VB-MAPP, and FAST with dynamic fields, graphs, and editable headers/footers.
What’s new:
- 📂 Assessment Sections in Templates—Choose from Vineland-3, CFQL-2, VB-MAPP, FAST, and more when adding a section.
- 📊 Automatic Graphs—Graphs load by default and can be customized when editing a client report. FAST graphs still generate one graph per behavior—just like today.
- 🧩 Dynamic Field Support—Pull in assessment-specific fields to your report templates.
- 🎛️ Flexible Administration Selection—When using a template, click Select Assessment to choose which administration you want to pull in.
Why it matters:
Report writing is one of the most time-consuming tasks for clinicians. By letting templates pull in structured assessment results—graphs, scores, and key details—you spend far less time formatting and far more time doing what matters for clients 💙
✨New: Preview Page Now Available for Group Sessions
Group session prep now works the same way as single-client prep. You can open the preparation page for each participant and review programs, supervisor notes, and recent modifications before starting the session.
What’s new:
- 📘 Dropdown on Each Client—Expand a client card to instantly view their preparation page
- 💬 Supervisor Messages—See session-specific guidance without leaving the prep page.
- 🧩 Program Preview Tiles—View goals, teaching steps, examples, and materials for each participant.
- 🕒 Modification History—Review recent changes with timestamps and a “Load more…” option.
- 🔄 Smooth Expand/Collapse—Keep the page clean while preparing for multiple clients.
Why it matters:
Group sessions can be complex. Having all preparation content only one click away helps clinicians enter sessions confidently and with the same level of readiness they already have for single-client sessions.
✨ New: Standardized “Hi Rasmus” Data Import Format
We’ve introduced a consistent, reliable spreadsheet format for importing client data—reducing errors, improving accuracy, and making onboarding much easier for teams migrating into Hi Rasmus.
What’s new:
- 📥 Standardized Import Template—Updated sheet structure with clear labeling, examples, and guidance.
- 🧠Smarter Mapping—Program names, targets, sub-targets (TA, Sets), and measurement types map cleanly into Hi Rasmus.
- ⚠️ Helpful, Human-Readable Error Messages—Clear feedback for issues like invalid formats, missing values, empty rows, or incorrect mappings.
- 📊 Expanded Target Support—Duration programs and sub-target structures are now fully supported.
- 🔗 Accurate Logging—Successful imports appear in Audit Logs.
Why it matters:
Data imports are a critical part of onboarding and ongoing clinic operations. A standardized format means fewer surprises, fewer support tickets, and a smoother, more predictable experience for teams transferring historical data into Hi Rasmus.
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✨ New: Team-Based Grouping & Filtering for Scheduling
Scheduling just got a serious upgrade! You can now group and organize staff and clients by custom team fields—making scrolling through giant alphabetical lists a thing of the past.
This release allows schedulers to work quicker, stay organized, and stop wasting time navigating their technician list.
What’s new:
- 🗂 Scheduling Groups Section–Add custom select-only fields like Team, Region, or Level to Staff and Client Information. These fields power your new grouping options in Scheduling.
- 👁 Visibility Controls–Hide the entire Scheduling Groups section if your clinic doesn’t use it to keep your interface clean.
- 📝 Improved Field Editing–Rename, reorder, and manage options for each field. "Type" locks to keep things consistent.
- 🗂 Organize Schedules Faster–In Timeline view, group by Client or User and then organize by any Scheduling Group field. "Schedule For" mode still supports Access grouping.
- 🪄 Cleaner UI–Updated Staff/Client Information pages with cleaner rows, drag handles, and dividers for easier scanning.
Why it matters:
Faster scheduling workflows, especially for large clinics. Reduced scrolling and cognitive load. Managing multiple teams with clearer operational visibility.
✨ New: Granular Permissions for Progress Overview
Organizations can now hide the parent-facing Overview tab while still letting parents access and sign reports. More control, fewer accidental shares.
What’s new:
- 🔐 “View Overview” Permission–A brand-new privilege under the renamed Progress section. On by default, adjustable per role.
- 🏷 Renamed User Privileges Section–“Assessments and Reports” is now simply "Progress."
- 🔗 Dependency Logic–If a role loses access to the Progress page entirely, all underlying permissions disable with helpful hover text.
Why it matters:
Cleaner parent experience, tighter data controls, and a signing workflow with minimal friction.
👉 Learn more about:
🆕
🧠 New: Supervision Context in AI Note Generation
AI-generated notes now adapt based on supervision session types, narratives, and client details—bringing smarter, more personalized documentation to your workflows.
This update addresses a gap in AI field functionality by making supervision notes truly session-aware. BCBAs and clinical supervisors can now rely on AI that reflects
their
voice, the correct session type, and their client’s demographic context.What’s new:
- 🧾 Same-User Supervision Notes Only—AI pulls supervision notes authored by the current user, avoiding perspective blending in collaborative sessions.
- 🙋♂️ Client Context Fields—AI prompts now include client name, age, and gender (if available) to improve personalization and output relevance.
- 🧭 Activity-Type Awareness—The AI system now understands if a session is a supervision or a standard note, and adjusts tone and structure accordingly.
- 🔀 Fallback Logic for Missing Data—If some client info is missing, AI still generates clean, professional output by skipping empty fields.
- 🧩 No Setup Needed—All enhancements work automatically with existing AI fields—no UI changes or extra config required.
👉
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