Changelog
Follow up on the latest improvements and updates.
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Features Released
Session note enhancements with the use of AI
We have added additional features to session notes including
- Program Data Fields - Click Here for more information
- Generative AI prompts - Click Here to learn more
- Talk to Text - Click Here to learn more
Check out this article to learn more about the Hi Rasmus approach to AI.
New Integration Status
- A new status has been created for the Lumary integration to show when the appointment was completed from Lumary.
Improvements
- Improvements were made to the maintenance interval when targets are mastered from a probe status
- Improvements were made for tracking session numbers on the graphs
- Improvements were made to program selection when searching on the Programs page
Issues Fixed
- [Fixed] - In some instances the client information tab was remaining in a loading status resulting in an inability to save
- [Fixed - Therapy PMS] - Some appointment changes were not displayed when changing employees
New Features
Custom Staff Profile Fields
- Staff License Required- There is now an additional section under "Organization" where you will be able to create custom staff information fields. This will allow users that have purchased staff licenses to store additional staff details. You may also notice that "Client Data" now reads "Client Information" for more clarity.
- For those users that have staff profiles, you will see an additional section when you click on that user called "Staff Information".
- Staff Information is also available in the activities reporting as a filter as well as column
Staff Information in dynamic fields
- Staff Information is now available to be set up as a dynamic field in session notes. Please note that this will only pull the staff information for the person completing the note. This will include both standard staff profile information as well as custom staff information fields.
Staff Programs
- There is now a new section when adding a program for Staff Programs. Programs that are created as staff programs will provide the option in the library to be added to a staff to be able to collect data. This requires a purchased staff license.
Hi Rasmus Catalog
You can now access the Hi Rasmus catalog from the library and program pages. The catalog contains program packages that can be assigned to clients, staff or to your library. Please note that only manager and supervisor roles will be able to add packages from the catalog.
Improvements
- Updates have been made to improve the graphing display when selecting "All Time".
Issues Resolved
- [Lumary] - [Fixed] - Place of Service was not populating appointment details in the Lumary integration.
New Feature
Displaying the minimum number of trials required
The minimum number of trials required is now visible when collecting data on a target.
This is a static field that will only be displayed if a minimum has been set up in the mastery workflow.
The display will continue to turn green once the minimum number of trials has been met.
Features Released
You now have the ability to create sections when adding custom client data fields. 
Adding these sections will allow you to organize the custom client information fields, making it easier to navigate the client information tab.
Fields can be added to sections as well as moved across sections. The sections are also collapsable, making navigating through information much easier.
Issues Resolved
- [Fixed] - Some session notes were not appearing in summaries
- [Fixed] - Some tables were not appearing when PDF is exported
- [Fixed] - Some activities were not displayed under "My Activities"
Issue Resolved
- [Fixed] - An error message was presenting during some data entries, this has now been resolved.
New Features
You will now see additional filters available on various pages as well as additional options that can be displayed in columns to be viewed and exported.
New filters have been added for activities
- Client's History -> Activities
- My Activities
- Reporting -> Activities
You will also notice that there are now 3 options for date and start time for column display so you can choose the way you would like that information displayed.
New filters were also added to the progress page.
The client's page also received an update for filters and columns and now includes client information.
Please check out this article for more information.
Improvements
- Graphing rate behavior has been updated to include decimals for more accurate presentation of data
- Importing programs has been improved to allow folders to be imported
- Multi-select options in forms has been improved
Improvements
- The order of targets on a trial by trial graph has been improved for SBT programs as well the trial number display
*Please note that if your graph is not showing HRE at the bottom, click on the Y-Axis on the settings and click/re-click targets and this should reset and apply the changes
- Improvements were made to dynamic fields from session note drop downs when exporting PDF files
- We've improved the way live supervision notes are saved in supervision mode, ensuring a smoother and more reliable experience.
Features Released
The "Pending Signature" filter has been expanded. In the activities you will now see two options for pending signatures, one option is by user and allows you to search for a specific user(s) while the other allows you to filter by the signatory type.
Improvements
- Improvements were made to graphs to allow gridlines to be removed when sessions are displayed on the X axis.
- Improvements were made to opening and downloading files.
Issues Resolved
- [Fixed] - In some instances PDF files that were uploaded to a client's account was not displayed
New Features
Program Modification Notes pull into Supervision Notes within Supervise Mode
There is now the ability to set up supervision mode templates to automatically pull the program modification notes
Once set up, premium customers while in Supervise mode, will see the dynamic field for each program
Once a program modification note is saved in the changelog section (see screenshot below) it will automatically pull into the supervision note and then into the Supervision Session note if set up in the template.
Managers can send a reset password email to users
On the users page, managers will now see an option to reset the users password
They will need to confirm this action and once confirmed, the user will receive an email to reset their password
Improvements
- Improvements were made to email notifications when photos or videos failed to upload
Issues Resolved
- [Fixed] - In some instances, an error was being displayed when session notes were completed on a different device
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