Changelog

Follow up on the latest improvements and updates.

RSS

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.
👉 Learn more about:
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.
-
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.
👉 Learn more about:
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.
-
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.
👉 Learn more about:
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 types
    in the places you add them, including Settings and Progress Reports.
  • 🏷️
    Show full, consistent assessment names
    across tables, filters, and chart labels.
  • 🧠
    Add a Scores tooltip
    that explains how points are calculated.
  • 📊
    Display Total score at the end
    in 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.
👉 Learn more about:
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.
-
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.
👉 Learn more about:
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.
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.
👉 Learn more about:
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.
👉 Learn more about:
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's
    serviceCode
    value (e.g., "97153").
  • 📝
    Service Name field
    — The existing Service Code field has been renamed to Service Name and now maps to Lumary's
    name
    value (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.
👉 Learn more about:
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.
👉 Learn more about:
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 signature
    or
    No signature
    by 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.
👉 Learn more about:
Load More