Changelog
Follow up on the latest improvements and updates.
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Filter Target Graphs by Minimum Trial Thresholds
You can now hide data points from target graphs for sessions where the minimum number of trials wasn't met—so your graphs reflect meaningful data and the progress reports you share with insurance and families tell an accurate story. 💙
✨ What's new:
- 👁 "Hide if min trials not met" toggle— A new option in the Data Visibility section of target graph settings lets you filter out sessions where the trial count fell below the minimum defined in your Mastery Workflow.
- 📊 Trials and Min. Trials columns in the graph table— The data table below the graph now shows how many trials were collected in each session alongside the minimum required, so you can see at a glance which sessions met the threshold.
- 🔔 "Below Min Trials" badge in session data review— After a session, targets that didn't meet the minimum trial count display a badge, making it easy to spot under-run targets without digging into the data.
- ⚙️ Respects your Mastery Workflow configuration— The filter pulls the minimum trials value from the relevant Mastery Workflow, following the full inheritance chain (target workflow → parent target workflow → program workflow). If you update your workflow settings, the graph reflects the change immediately.
- 📋 Pre-release data banner— When the toggle is on and your date range includes sessions from before this feature's release, a banner lets you know that older sessions can't be filtered and are displayed as-is.
💡 Why it matters:
When a session only captures one or two trials instead of the required minimum, including that data on a graph can skew the picture of a learner's progress. This is especially important for graphs shared with insurance, where clear and accurate depictions of progress matter. Now you have direct control over which data points appear—keeping your graphs clean and clinically meaningful without losing any underlying data.
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Filter Activities by User Role
You can now filter activities by user role on both the Activities reporting page and the client History page—so you can quickly narrow down to the staff roles that matter for your workflow without scrolling through hundreds of records. 💙
✨ What's new:
- 🔍 User Role filter in Add Filter menu— Select "User Role" from the Add Filter menu on Reporting > Activities or Client > History > Activities to filter the list by one or more staff roles.
- 📋 Uses your org's custom role names— The filter displays whatever role names your org has configured in settings, not the base system roles—so what you see matches how your team actually talks about roles.
- 🔗 Works with existing filters— Combine the User Role filter with any other active filter (Status, Business Unit, Signatures, etc.) to get exactly the view you need.
- 💾 Save it to a view— Include the User Role filter in a saved view so you don't have to reapply it every time. Saved view visibility settings work the same as before.
- 📥 Exports reflect the filter— When you export filtered results, the exported data includes only activities matching the selected role(s).
💡 Why it matters:
Organizations managing staff across multiple roles—like BTs, BCBAs, supervisors, and clinical directors—need a fast way to segment activities by role for oversight and reporting. Until now, there was no direct way to do this, which meant manual scrolling or workarounds with saved views. This update puts role-level filtering right where you need it, helping your team stay focused on the work.
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Rating Scale Fields in Forms and Session Notes + Form Data Export
We've added a new
Rating Scale
custom field type for forms and session note templates, plus the ability to include form results in Activities reporting and export them to Excel. This gives your team a structured way to capture scaled responses and analyze the data across clients. 💙✨
What's new:
- Rating Scale custom field— Add a new Rating Scale field to any form or session note template. Choose between a Linear Scale (define a numeric range with optional labels) or Explicit Values (define custom labels with assigned scores).
- 📋 Structured completion experience— When completing a form or session note, linear scale options display horizontally with labels, and explicit value options show labels only—keeping the experience clean and focused.
- 📊 Form data in Activities reporting— Select "Form data" in the column selector to add individual form fields as columns in your Activities table. You can choose specific fields or select all at once.
- 📥 Export form results to Excel— Form data columns are included in your Activities export. Linear scales export as numeric values; explicit values export as scores—so your data is ready for analysis right away.
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Why it matters:
Teams often need to capture rating-based responses—whether for caregiver assessments, staff evaluations, or clinical tools—but until now there was no native way to do this in forms or session notes. This update removes the need for workarounds, keeps your data consistent, and makes it easy to pull results into reporting and Excel for aggregate analysis.
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Edit Programs Directly from the Progress Page
You can now edit a program without leaving the Progress page—so you stay in context while reviewing data and making adjustments. 💙
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What's new:
- ✏️ Edit Program button on the Progress page— When viewing a program's progress graph, you'll see an "Edit Program" button in the top right. Click it to go directly to the edit screen for that program.
- 🔄 Stay in context— After saving or canceling your edits, you're returned to the same Progress page you started from. No extra navigation needed.
- ✏️ Edit icon in the Progress table— The three-dot menu on the Progress table has been replaced with a pencil icon, making it easier to spot and access the edit action at a glance.
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Why it matters:
Previously, editing a program from the Progress page meant navigating away—either back to the Progress table to find the program or over to the Programs page to search for it. This update removes that friction and keeps you focused on the work, not the navigation.
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Required Activity Type Selection for Staff Activities
We've updated the Add Activity and Start Activity flows to require an activity type selection before saving—so your staff activity records are always complete and ready for downstream processing. 💙
✨ What's new:
- 📋 Activity type is now required— When you add or start a new staff activity from My Activities, you'll be prompted to select an activity type before saving. No more defaulting to a pre-selected value.
- ⚠️ Inline validation— If you try to save without selecting an activity type, you'll see a clear error message letting you know what's needed.
- ✅ Appointment-mapped activities unchanged— If you start an activity from an appointment that already has a configured activity type mapping, the type will continue to pre-populate as expected.
💡 Why it matters:
Accurate activity type data is essential for clean records and smooth integration with your practice management system. Previously, activities could be saved with a default type that didn't reflect the actual work performed, leading to errors or manual corrections downstream. This update ensures the right data is captured at the point of entry—helping your team stay focused on care, not cleanup.
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Removed "Rate" as Measurement Option for Frequency Programs
We've removed "Rate" from the measurement options available on Frequency program types—resolving a source of confusion when setting up programs and reviewing graphs. 💙
✨ What's changed:
- 🔧"Rate" option removed from Frequency programs— The Rate measurement option is no longer available when configuring a Frequency program type, since rate is not a meaningful calculation for frequency-based data.
- 📊 Cleaner graph settings— Your graph Y-axis options for Frequency programs now only show measurement types that apply, making it easier to configure accurate visuals.
💡 Why it matters:
Having "Rate" as an option on Frequency programs created confusion for clinicians setting up programs and interpreting graphs. Removing it means fewer setup mistakes and clearer data—so your team can trust what they see on the graph without second-guessing the configuration.
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You can now find and manage Program Templates directly in Settings — no more navigating to the Library to track them down. This makes it easier to build, organize, and maintain your program library right where the rest of your clinical configuration lives. 💙
✨ What's new:
- ⚙️ Moved to Settings— Program Templates now live under Settings → Programs → Program Templates, alongside Treatment Areas, Prompt Levels, Workflows, and Program Data Fields.
- 📋 New templates table— View all of your organization's program templates in one place, with columns for template name, last modified by, and date modified.
- ✏️ Full template management— Create, edit, duplicate, and delete templates directly from the new Settings page.
- 📂 Save as Template from the Library— In the Library, select the three-dot menu on any program and choose "Save as Template" to save a copy to your templates without affecting the original.
- 🔐 Updated permissions— A new permission (Page Access → Settings Pages → Programs → Program Templates) controls who can view and manage Program Templates. The old Library-based template folder permission has been removed.
- 🏷️ Renamed for clarity— The "Program Data" settings page has been renamed to "Program Data Fields" for consistency.
💡 Why it matters:
Program Templates were previously nested inside the Library, which made them harder to find and demonstrate during onboarding. Moving them to Settings puts them alongside the other building blocks of your clinical programs, so managers can quickly create and maintain the standardized templates their teams rely on. Less hunting, more building.
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Add Professional Credentials to Session Note Signatures
Session note signatures can now include professional credentials — managed centrally by admins and displayed automatically on any note template where it's enabled. 💙
✨ What's new:
- 🏅 New Professional Credentials field— Configure available credential options org-wide in Settings > Organization > Staff Information (preloaded with BCBA, BCaBA, BCBA-D, RBT, LBA, CCC-SLP, CF-SLP, and PhD).
- 👤 Staff profile assignment— Assign one or more credentials to staff via Organization > Users > Edit User > Staff Information.
- 📝 Template-level toggle— Enable "Include signatory credentials" in any note template's Signatures section to control where credentials appear.
- 🖊️ Clean signature format— Signatures display as Legal Name, Credentials (e.g., "Jane Smith, BCBA, LBA"). If no credential is set, only the legal name appears.
- 📄 PDF export— Credentials carry through to PDF exports of session notes.
- 🔒 Non-retroactive— Changes to credentials apply to new signatures only; existing signed notes are unaffected.
💡 Why it matters:
Many organizations require compliance-ready signatures on session notes. This gives admins a clean, org-controlled way to include credentials across notes, PDFs, and reporting — no workarounds needed.
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Allow Staff Information Fields to Route Signatures on Note Templates
Note templates now support Staff Information "User" fields as required additional signatories — giving admins more precise control over signature routing for staff-only activities like supervision notes. 💙
✨ What's new:
- 👥 Staff fields in signature routing— The "Require signature from additional people" dropdown on note templates now includes Staff Information "User" fields alongside Client Information fields.
- 🗂️ Clear visual grouping— The dropdown is organized into two labeled sections: Client Information Fields and Staff Information Fields, for easy differentiation.
- 🔁 Automatic signer resolution— The required staff signer is resolved from the staff profile associated with the activity — the same way client information fields are resolved.
- 📊 Audit & reporting— Staff field signatures appear in the Activities reporting table and can be selected as table columns.
- 🛡️ Backward compatible— Existing client field logic and Sign & Send behavior are unchanged.
💡 Why it matters:
Signature routing now maps to how care is actually delivered. Staff-only activities — like supervision and competency sessions — can now require signatures from the right people automatically, with full audit visibility in the Activities table. Existing client field behavior is unchanged, so this is a clean addition to workflows teams already rely on.
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Aligning with BACB Terminology Standards
We've updated language throughout Hi Rasmus to match the BACB's current terminology — so the words your clinical staff see in the app reflect what they know from their training and certification materials. 💙
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What's new:
- 📋 "Task List" is now "Checklist"— Updated across user profiles, the staff home page, and catalog packages.
- 🏷️ Renamed BACB BCBA® Test Content Area (6th Ed.)— Previously labeled "BACB BCBA® Task List (6th ed.)," now reflects the BACB's official naming.
- 🗑️ 5th edition option removed— The 5th edition task list is no longer available for new staff, keeping your team aligned with current standards.
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Why it matters:
When the language in your tools matches the language from BACB training and guidelines, there's less confusion for staff — especially those who are newly credentialed or in supervision. Nothing has been deleted; this is a display name change only.
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Group Sessions: Participants Now Join With Their Appointment Linked
When a client joins a group session after it's already started, their scheduled appointment is now linked automatically — so your team doesn't have to chase down records after the session ends. 💙
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What's new:
- ➕ Smart drop-down on the + button— During a group session, the add-participant button now shows a list of clients who have an unstarted appointment in the same group. Select one to add them with their appointment connected from the start.
- 🔗 Appointment linked at join time— No more manually associating appointments after the fact; the link is established the moment the participant is added.
- ✅ No change when no appointments remain— If all scheduled participants are already in the session, the + button works exactly as it did before.
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Why it matters:
In group ABA sessions, it's common for a client to arrive late — and when their appointment wasn't linked on entry, it created downstream headaches in billing and reporting. This update closes that gap, so the session record is accurate from the moment a participant walks in, and your team can stay focused on the session rather than the paperwork.
Admins can now require a note template for specific activity types, so activity documentation is more consistent and easier to audit. We've also streamlined the staff-only Activities flow by removing activity types that do not apply, so it is easier to choose the right option when logging work. 💙
✨What's new:
- ☑️ Require a note setting— Configure an activity type to require a note template before it can be completed.
- 🧩 Clear admin visibility— Activity Types now show an indicator so admins can quickly see which types require a note.
- 📝 Required-template enforcement— When a note template is required, users cannot complete the activity until a template is selected.
- ➡️ Integrations + required note templates— Requiring a note template on an activity will prevent a user from sending their activity to an integration without a session note.
- ⏸️ Save as pending— If a required template is not selected yet, the activity can be saved as pending.
💡 Why it matters:
When teams are moving quickly, it can be hard to know which note template to choose, and activities can be completed with incomplete documentation. Requiring a template on the activities that matter most helps teams create more reliable notes and supports stronger compliance and auditability. When staff log activities, extra activity type options can create confusion and slow down documentation. This update keeps the choices aligned with staff-only workflows, so teams can log work faster and more consistently.
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Customize Workflow Phase Icons and Colors
You can now choose custom icons and colors for workflow phases, so target statuses are easier to recognize at a glance during sessions and in progress views. 💙
✨ What's new:
- 🎨 Phase colors— Set a custom color for each workflow phase.
- 🧩 Phase icons— Choose a phase icon from a curated set.
- 🛠️ Edit in one place— Update labels, icons, and colors from the same Edit Phase flow while creating or editing a workflow.
- 🧑⚕️ In-session visibility— See the updated icons and colors on targets during direct sessions.
- 📊 Progress page consistency— Keep Progress page visuals consistent by continuing to show standard icons and colors in places where statuses are displayed as general labels.
💡 Why it matters:
Workflows help teams communicate where a target stands, especially when multiple staff support the same learner. Custom icons and colors make phases clearer and more consistent with your clinic’s language, which can reduce confusion during handoffs and supervision. Keeping Progress page visuals stable also helps teams read reports consistently over time.
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Filter Activities by Duration
You can now filter Activities by how long they ran, so it is easier to spot unusually short or long sessions and audit outliers across different views. 💙
✨ What's new:
- ⏱️ Duration comparisons— Filter activities where duration is greater than, less than, or equal to a specific time.
- 🧭 Available across pages— Use the Duration filter in Reporting → Activities, History → Activities, My Activities, and Activities → Pending signatures.
- 🗓️ Date range required— If you have not selected a date range yet, you will be prompted to choose one before filtering by duration.
💡 Why it matters:
When you are reviewing activity logs, duration is often the quickest signal that something needs a second look, like a session that ended immediately or ran far longer than expected. Having a duration filter helps clinic leaders and admins find these outliers faster, without scrolling through pages of activities. It also makes it easier to validate time tracking and keep documentation accurate over time.
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Customize Prompt Levels for an Individual Program
You can now tailor which prompt levels are available on a specific client program, without changing your organization’s base prompt level template. This makes it easier to support different learners and programs without extra template sprawl. 💙
✨ What's new:
- 🛡️ New permission control— Use the new “Customize a program’s prompt levels” privilege to decide which roles can make program-level adjustments.
- ✏️ Customize prompt levels in-program— Open a “Customize prompt levels” modal from the program to reorder prompt levels and hide ones you do not want used.
- 👁️ Hide and restore levels— Move levels into a collapsed “Hidden Prompt Levels” section and restore them when needed.
- ✅ Guardrails for safe setup— You cannot save a customized list unless at least one prompt level remains visible.
- 🔎 Clear indicators— A “customized” icon and tooltip help you see when a program’s prompt levels differ from the organization template.
💡 Why it matters:
Prompt level needs often vary by learner, setting, and supervision approach. Program-level customization helps clinical teams keep data collection aligned to the prompt hierarchy they actually use, without maintaining separate prompt level templates for every edge case. This reduces setup time and supports cleaner, more consistent prompting during sessions.
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Sync Core Client Profile Fields from Camber
If your clinic is linked to Camber, key client profile fields can now be kept in sync so you do not have to update the same information in two places. This helps teams trust the client record they are working from day to day. 💙
✨ What's new:
- 🔁 Camber as the source of truth (optional)— Turn on a Camber setting to use integration data as the primary source for linked client profiles.
- 🔒 Camber-managed fields are read-only— Synced fields display as non-editable in Hi Rasmus for linked clients, with a Camber indicator and tooltip to explain why.
- 🧾 Consistent field mapping— Common demographic fields like name, date of birth, address, phone, and notes can be kept aligned between systems.
- ⚠️ Clear overwrite messaging— Enabling Camber as the source of truth warns that existing values for linked clients will be overwritten.
- 📝 Form and template awareness— When assigning forms or templates that include client information fields, you will see a warning that Camber-managed values will not be updated for linked clients.
💡 Why it matters:
When client demographics live in multiple systems, records can drift and create confusion during care delivery. Keeping these fields synced reduces admin work and helps providers feel confident they are viewing the most current client information. The added indicators also make it clear when a field is managed externally, so teams know what can and cannot be edited in Hi Rasmus.
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