New Features
  • Bulk Signatures - Please welcome our new “Pending Signatures” page that will allow you the ability to sign session notes and activities in bulk.
Screen Shot 2024-05-14 at 12
You can see those sessions and activities that are pending a signature, select the ones you wish to sign and then apply signatures to all selected.
Screen Shot 2024-05-14 at 3
  • Exporting Activities Update - You can now add additional columns when exporting activities including client information as well as information from session notes
Screen Shot 2024-05-14 at 3
  • Diagnosis Code [Lumary Integration] - Diagnosis codes received from Lumary appointments are now available to be included in session note templates
Fixed Issues
  • [Lumary Integration] [Fixed] Group sessions under certain conditions were unlinking when sessions were completed and some notes were not being sent over
  • [Fixed] Chart settings were not saving after duplicating some programs or targets