Rating Scale Fields in Forms and Session Notes + Form Data Export
We've added a new
Rating Scale
custom field type for forms and session note templates, plus the ability to include form results in Activities reporting and export them to Excel. This gives your team a structured way to capture scaled responses and analyze the data across clients. 💙✨
What's new:
- Rating Scale custom field— Add a new Rating Scale field to any form or session note template. Choose between a Linear Scale (define a numeric range with optional labels) or Explicit Values (define custom labels with assigned scores).
- 📋 Structured completion experience— When completing a form or session note, linear scale options display horizontally with labels, and explicit value options show labels only—keeping the experience clean and focused.
- 📊 Form data in Activities reporting— Select "Form data" in the column selector to add individual form fields as columns in your Activities table. You can choose specific fields or select all at once.
- 📥 Export form results to Excel— Form data columns are included in your Activities export. Linear scales export as numeric values; explicit values export as scores—so your data is ready for analysis right away.
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Why it matters:
Teams often need to capture rating-based responses—whether for caregiver assessments, staff evaluations, or clinical tools—but until now there was no native way to do this in forms or session notes. This update removes the need for workarounds, keeps your data consistent, and makes it easy to pull results into reporting and Excel for aggregate analysis.
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Edit Programs Directly from the Progress Page
You can now edit a program without leaving the Progress page—so you stay in context while reviewing data and making adjustments. 💙
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What's new:
- ✏️ Edit Program button on the Progress page— When viewing a program's progress graph, you'll see an "Edit Program" button in the top right. Click it to go directly to the edit screen for that program.
- 🔄 Stay in context— After saving or canceling your edits, you're returned to the same Progress page you started from. No extra navigation needed.
- ✏️ Edit icon in the Progress table— The three-dot menu on the Progress table has been replaced with a pencil icon, making it easier to spot and access the edit action at a glance.
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Why it matters:
Previously, editing a program from the Progress page meant navigating away—either back to the Progress table to find the program or over to the Programs page to search for it. This update removes that friction and keeps you focused on the work, not the navigation.
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