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.
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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. 💙
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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. 🎉
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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.
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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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