Changelog
Follow up on the latest improvements and updates.
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You can now enter and chart ABLLS-R and AFLS assessment scores, with clearer names and easier search across templates and reports. 💙
✨ What's new:
- 🧾 Add 7 new assessment options:ABLLS-R plus separate AFLS protocols (Basic Living Skills, Community Participation, Home Skills, School Skills, Independent Living Skills, and Vocational Skills).
- 🔎 Search for assessment typesin the places you add them, including Settings and Progress Reports.
- 🏷️ Show full, consistent assessment namesacross tables, filters, and chart labels.
- 🧠 Add a Scores tooltipthat explains how points are calculated.
- 📊 Display Total score at the endin tables and charts for easier scanning.
💡 Why it matters:
Assessments are often central to tracking progress and sharing updates with the care team. This update makes it easier to capture ABLLS-R and AFLS scores consistently, then find and reuse those assessments across report templates and section templates. With clearer naming and better in-product guidance, teams can spend less time double-checking setup and more time focusing on what the data is showing.
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Sign and Send to Practice Management Button
When you're the only person who needs to sign a session note before sending it to your practice management system, we've streamlined the process into a single action—so you can finish documentation faster and move on to what matters most. 💙
✨
What's new:
- 🔘 One-click workflow— When you're the only signer on the note, the button combines completion and PM submission: "Sign and Send to [PM name]" if you need to sign, or "Save and Send to [PM name]" if your signature isn't required.
- 🏥 Dynamic PM names— The button displays your specific PM system (Lumary, Aloha, Camber, Boost, Therapy PM, etc.), so it's always clear where your note is going.
- 📝 Works everywhere— Available for both client appointment notes and staff-only activity notes.
- ✅ Clear confirmation— Updated banner messaging confirms "Session note is being sent to [PM]" or "Activity note is being sent to [PM]."
💡
Why it matters:
After completing a session note, having to take an extra step to send it to your practice management system adds friction to an already busy workflow. This update removes that extra click—whether you need to sign first or just save and send—so documentation flows smoothly from completion to billing without interruption.
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Additional Camber Appointment Fields in Session Note Templates
We've added four new dynamic fields from Camber appointments to your session note templates, giving you access to authorization and insurance details right where you're documenting care. 💙
✨
What's new:
- 📋 Four new appointment fields— When adding custom fields to a session note template, you'll now see Funding Source, Rendering Provider, Authorized BCBA, and Insurance Member ID under the "Appointment" section.
- 🔗 Camber-specific— These fields only appear for organizations using the Camber integration and pull directly from authorization data in Camber appointments.
- ⚡ Template-level control— Add these fields to the templates where you need them, so clinicians see authorization context without manual lookup.
💡
Why it matters:
When you're documenting sessions, having quick visibility into which BCBA authorized the service, what funding source covers it, or who the rendering provider is helps ensure accuracy and reduces the back-and-forth with billing or admin teams. This update brings that context directly into the note template, so it's there when you need it.
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Custom Report Section Templates
We've added the ability to create reusable report section templates, so you can build assessment and progress reports faster with consistent formatting across multiple templates—saving time when supporting different funding requirements or client needs. 💙
✨
What's new:
- 📋 Create section templates— Build custom templates for any section type (Treatment Progress, Assessment, Text, etc.) in Settings > Templates > Reports > Report Section Templates.
- 🔄 Reuse across templates— Add your section templates to any report template or client report through the "Section Templates" option in the Add Section dropdown.
- 🔗 Automatic updates— When you edit a section template, all report templates using it automatically receive the updates—no need to manually update each one.
- 🔓 Break the link when needed— Edit a templated section directly in a report template to make it independent (you'll get a confirmation prompt first).
- 🟣 Visual indicators— Purple icons show which sections are linked to templates; blue icons show regular sections.
💡
Why it matters:
Building comprehensive assessment and progress reports often means recreating the same sections over and over—especially when you need multiple report templates for different funding sources, client levels, or assessment types. This update lets you set up a section once and reuse it everywhere, turning hours of template configuration into a few clicks. When requirements change, update the template once and every report using it stays current automatically.
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Zero Occurrence Counts Now Display on Frequency Graphs
Frequency program graphs now display zero on the y-axis when you view data by "count," so you can see every session—including ones where the behavior didn't occur at all. This is applicable for frequency programs any time the timer is run—whether it is manual or tied to the session timer. 💙
✨
What's new:
- 📊 Zeros now visible— When viewing frequency program graphs with "count" selected as the y-axis data, sessions with 0 occurrences now display as a zero on the graph instead of appearing blank.
- 🔢 Improved number formatting— Count values now display with up to 2 decimal places for clearer precision.
💡
Why it matters:
For behavior reduction programs and frequency tracking, seeing zeros is just as important as seeing occurrences—it shows the behavior didn't happen during that session, which is meaningful clinical data. Previously, these sessions appeared to be missing from "count" graphs (though they did show on "learning opps count" graphs), which made it harder to see the full picture of progress. Now every session is visible, so you can accurately track patterns and celebrate true zero-occurrence days.
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We've added bulk editing to the Library and client Programs pages, so you can update treatment areas, tags, and field visibility across multiple programs at once—saving hours of manual work when building curricula or managing program libraries. 💙
✨ What's new:
- 🔘 Bulk Edit button— Select one or more programs and use the new Bulk Edit dropdown in the footer to make changes across all selected programs at once.
- 🏷️ Add or remove tags— Apply or remove tags across multiple programs in a single action.
- 📂 Edit treatment areas— Change the treatment area (and sub-area when applicable) for all selected programs.
- 👁️ Add or remove program fields— Show or hide custom program data fields across multiple programs, so you only see what's relevant.
- ⚙️ Updated user privilege— The "Bulk add tags to programs" privilege is now "Bulk edit program information" to reflect all available bulk actions. Managers have this enabled by default.
💡 Why it matters:
BCBAs design and maintain program libraries that can include hundreds of programs. When you need to apply new fields, reorganize treatment areas, or update tags, doing it one program at a time adds up fast. This update turns hours of clicking into a few seconds of focused work—so you can spend more time designing great programs and less time on repetitive setup. Whether you're rolling out a new curriculum, refining your library structure, or prepping programs for a new client, bulk editing helps you move quickly without losing accuracy.
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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.
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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.
👉 Learn more about:
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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