Changelog
Follow up on the latest improvements andย updates.
RSS
Manual Session Entry is no Longer Tied to the "Edit Session Data" User Privilege
Documenting a session after the fact no longer depends on a privilege meant for something else. Any user can now enter a manual session, while the Edit Session Data privilege now controls only one thing: editing session data after it was already completed. ๐
โจ What's new:
- ๐ All users can now enter a manual sessionโ Anyone can start a manual session from the client's Home page and enter data for the first time, whether or not their role has [Edit Session Data]turned on.
- ๐ Edit Session Data now does one jobโ The privilege controls whether someone can edit session data after that session has already been completed and saved. When it is off, the Edit Session Data option is hidden from the three-dot menu on completed sessions (History > click into session > โฎ at the top of the page), meaning: they can't reopen the session once they've saved it the first time.
- ๐ Existing role limits are unchangedโ Behavior Technicians with Edit Session Data on can still edit only their own completed sessions. Supervisors and above can still edit others'.
๐ก Why it matters:
Before this change, turning Edit Session Data off for a role blocked that role from the Edit Session page entirely, so those users could not enter a manual session at all. Organizations had to choose between letting technicians change any past session or losing after-the-fact documentation for outages, missed clock-ins, make-up sessions, and payroll corrections. Those are now two separate decisions.
For now, all users can enter manual sessions.
๐
A separate privilege to control who can enter a manual session is planned as a follow-up.
---
Also in this Release
โ๏ธ A few minor design changes, and couple of bug ๐ fixes related to user profile visibility and staff profiles
Warning for Long Duration on Activities at Note Completion
Providers can now see the duration while they're completing the note, along with a heads-up when the duration looks unusually long. Catching a mistyped start or finish time now takes a few seconds inside the note, instead of a round of corrections after the note has already been completed. ๐
โจ What's new:
- ๐ Duration on the note-completion screenโthe duration now appears alongside the start and finish times on the note completion screen, so providers can see at a glance whether it matches the session they just ran.
- โ ๏ธ Unusually long duration warningโwhen the duration is over 12 hours, a warning appears above the time fields asking the provider to check the times entered.
- โ๏ธ Fix the times in placeโproviders who can edit their own activity times can correct them right there on the screen. The warning clears as soon as the duration drops under 12 hours.
- โ Never blocks completionโthe warning is a heads-up, not a stop. Providers can continue without changing anything.
๐ก Why it matters:
A 10:00 AM start with an 11:00 PM finish reads as a 13-hour session, and until now nothing in the note flow flagged it. Billing teams were finding these after the fact and opening notes one at a time to work out the real session time. Now the provider sees the duration while the session is still fresh. This means that accidental AM/PM time entry errors - for example, if a user accidentally selects 3 AM instead of 3 PM - will trigger the warning for a user to check their times.
----
Setting and Viewing Staff Availability
Available for Scheduling Subscribers Only
We've added the same scheduling availability tools you already use for clients to staff as well, so it's easier to see who's free and avoid scheduling conflicts before they happen. ๐
โจ
What's new:
- ๐๏ธ Weekly availability for staffโ Set a recurring weekly availability schedule for any user from the new Availability tab on their profile, with the same day-by-day toggles and time ranges you use for client availability.
- ๐จ Availability on the calendarโ See staff members' unavailable hours shaded on the scheduling calendar, so you can spot open time at a glance.
- โ ๏ธ Heads-up on booking conflictsโ If you schedule an appointment outside a staff member's availability, you'll see a warning instead of being blocked, so you stay in control when exceptions come up.
๐ก
Why it matters:
Until now, only client availability could be stored and shown on the schedule, so there was no structured way to see when staff were free. This update brings staff availability in line with the client experience, helping you build schedules with fewer conflicts and a clearer picture of your team's time.
๐ Learn more about setting up client and staff availability ๐ HERE
Dynamic Field Support in the AI Auditor
โจ What's new
The AI Note Auditor can now more accurately review if dynamic fields in a session note are filled out correctly.
๐ก Why it matters
This makes our AI Note Auditor even more robust, not only will it check the accuracy of written note content, it will now review the accuracy of any dynamic fields that are added to session note templates.
๐ Learn more about our AI Note Auditor tool ๐ HERE
---
Improved Lumary Error Code Translation
โจ What's new
We now surface clear, actionable language for some common Lumary error codes, so you know exactly why an activity could not be sent to Lumary to complete an appointment.
---
Also in this Release
โ๏ธ Some minor design changes, a less confusing invoice option for non-monthly customers and a few pesky bugs ๐ were smashed ๐ฅ
Click into a User Profile from the Scheduler
โจ
What's new:
When viewing schedules on the Scheduling page views, you can now click a users name to pull up their user profile, without losing your place on the scheduling page.
๐ก
Why it matters:
We were hearing that schedulers were having to open new tabs or navigate away from the scheduling tool to confirm client <> User access or other information about employees as they were working on schedules. Now, when building out schedules, you can pull up a user profile to confirm or edit information or access, so long as you have the necessary permissions!
๐ Learn more about the Hi Rasmus scheduling tool here ๐ Hi Rasmus Scheduling
---
Create Interval Targets in Skill Acquisition Programs
You can now add Interval targets directly within Skill Acquisition programs, so you no longer need to build a separate Interval program just to track time-based responding. This brings target types in line with how you already build programs, making setup more consistent and easier to navigateโespecially for clinicians who are new to the platform. ๐
โจ
What's new:
- ๐ Interval target typeโ Choose "Interval" right from the Target Type dropdown when building a Skill Acquisition program, alongside Set of Targets and Task Analysis.
- ๐ Parent target with sub-targetsโ Each Interval target includes a parent target for organization and sub-targets where data is actually recorded.
- โ๏ธ Aligned measurement metricsโ Interval targets support Percent Correct and Frequency, automatically matching your program's metric (or defaulting to Percent Correct when the program metric is rate or duration).
- ๐ Clearer graphsโ View combined results for the whole target, or expand the collapsible sub-target list to see graphs for each one individually, just like Task Analysis.
- โฑ๏ธ Streamlined sessionsโ Sub-targets are nested together under the program name during sessions, with the interval timer pinned to the left for quick access.
- ๐ Consistent summariesโ Session Summary now displays Interval targets the same way it displays Task Analysis targets.
๐ก
Why it matters:
This brings consistency between target types and program types, so you can build Interval targets the same way you already build Task Analysis targets and Sets of Targets.
Bulk Import Staff from a File
You can now add multiple staff members at once from a spreadsheet, with validation and control over when invites go out, so onboarding a new team no longer means entering users one by one. ๐
โจ
What's new:
- ๐ Bulk import via file uploadโUpload an .xlsx or .csv file from Manage Users to add staff in bulk.
- โ
Built-in validationโMissing fields, invalid emails, and duplicates are flagged before import.
- ๐๏ธ Preview before you importโreview and fix flagged rows in a table before confirming.
- โ๏ธ Choose when to inviteโsend invites now, or save staff as drafts to invite later.
- ๐ Draft Users tabโInvite drafted staff individually or in bulk, whenever you're ready.
๐ก
Why it matters:
Onboarding shouldn't pull you away from your clients. Bulk import gets your team set up accurately and invited on your schedule, so you can get back to the work that matters.
๐
Learn more about:
---
Add a Staff Activity Straight from a Past Appointment
For Lumary and Camber organizations: a BT can now create and link a staff activity right from a past appointment on the schedule page, instead of building it by hand in My Activities. ๐
โจ What's new:
- ๐ New option on the schedule pageโOpen the three-dot menu on a past staff-only appointment with no activity linked and choose "Add and link new activity."
- โฑ Details pre-filled from the appointmentโDate, start time, end time, and staff member come straight from the appointment, so there's no backdating by hand.
- ๐ท Activity type pre-selectsโIf your organization maps an activity type to that appointment, the type is already chosen. If there's no mapping, you pick it the way you do today.
- ๐ Save and link in one stepโ"Save and link" creates the activity and links it to the appointment, and the unlinked warning on that appointment clears.
๐ก Why it matters:
Documenting a past drive time, lunch, or training was cumbersome and built up a backlog of unlinked appointments to clear. This gives BTs the same one-step path they already have for a past client session. It applies to Lumary and Camber organizations only, and the same-day start activity flow, client session entry, and the existing "Link to existing activity" option are all unchanged.
๐
Learn more about:
Lumary Appointments now Sync with Hi Rasmus on a 1 minute Cadence
โจ 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.
๐ก Why it matters
Appointment updates and new appointments should be reflected in Hi Rasmus nearly instantaneously, ensuring accuracy of appointments in Hi Rasmus!
๐ Learn more about the
Hi Rasmus <> Lumary
integration here ๐ Lumary Integration Overview---
Also in this Release
โ๏ธ 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
โจ 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
๐ก 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
โจ
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 โ๏ธ icon from the menu at the top of the calendar
Toggle on "Hide cancelled appointments" and all cancelled appointments will be removed from view
๐ก
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.
๐
Learn more about the Hi Rasmus Scheduling Tool ๐
---
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 matchingโจ
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.
๐
Learn more about our appointment matching tool ๐
Bug Fixes ๐
We smashed ๐ฅ a few bugs related to memory limits, filters and image uploads on programs
Optimizations
๐ ๏ธWe added some better backend tracking mechanisms for imported sessions
Undo/Redo support for section creation and deletion on Reports
โจ 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. ๐ก
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.
๐ 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
Load More
โ