New: Administrator role
We've added a new built-in
Administrator
role that sits between Manager and Supervisor — so growing organizations can give leaders full access to clients, staff, and reporting without handing over billing, integrations, or user privileges. 💙✨ What's new:
- 👤 Administrator role— A new role that comes with all-clients and all-users access (across business units), full activity and audit visibility, and the ability to manage other staff.
- 🔒 Locked-off sensitive areas— Administrators can't access the Subscription, Integrations, or User Privileges pages, and can't delete clients. These guardrails are built in and can't be toggled off by mistake.
- ⚙️ Same flexibility— The Administrator role can be renamed, used as a base for custom roles, and assigned by any Manager.
- 🛡 Always at least one Manager per org— As part of this work, your organization will always keep at least one active Manager, so no one can accidentally lock the org out of billing or user privileges when reassigning roles.
💡 Why it matters:
Growing organizations told us the Supervisor role is too narrow and the Manager role gives away too much. The Administrator role lets you give the right people the right reach across clients and staff, while keeping subscription, integration, and privilege management with the people who should own them.
---
Bulk Import Clients
You can now bulk import clients directly from a spreadsheet on the Clients page — no more emailing files or waiting on others. Manager-level users and above can do it themselves, in minutes. 🎉
✨ What's new:
- ➕ Bulk Import Clients button— A new button on the Clients page (next to + Add Client) lets Manager-level users and above upload a .csv or .xlsx of clients.
- 🔄 Smart column mapping— Columns are auto-mapped to known fields (case-insensitive, flexible on spaces and underscores). If a required field can't be auto-mapped, you can map it manually before continuing.
- ✅ Preview before you commit— A scrollable preview shows exactly what will be imported, so you can spot issues before any client is created.
- ⚠️ Clear, actionable validation— Blocking errors (missing required fields, invalid date of birth, duplicate clients in your file or already in Hi Rasmus) are listed by severity, field, and number of affected rows. Fix the file, re-upload, and try again.
- 🧩 Custom client fields supported— Any custom client information fields already configured for your clinic can be imported alongside the standard fields.
💡 Why it matters:
Onboarding a new clinic — or adding a wave of new clients to an existing one — used to mean sending spreadsheets back and forth and waiting for uploads. That was slow, error-prone, and didn't scale. Now your team can stand up dozens or hundreds of clients in one go, with validation that catches duplicates and missing data up front, so you can spend less time on data entry and more time getting therapy started.
---
See when each client last had a session
You can now display and filter by
Last Session Date
and Last Session Name
on the Clients page — making it easy to spot dormant clients and keep your active list (and your license count) accurate. 💙✨ What's new:
- 📅 Last Session Date column— Shows the date and time of each client's most recent completed session, in the same format as the Activities page.
- 🏷 Last Session Name column— Shows what was run (e.g., "Daily Session," "Reduce frequency test"), so you can see at a glance what kind of activity each client was last engaged in.
- 🔎 Date and name filters— Filter clients by last session date using familiar presets (Previous 7 days, Previous 30 days, Custom range, etc.) or by session name (contains, starts with, is exactly, excludes).
💡 Why it matters:
Until now, finding clients who haven't had a session in a while meant opening each client's Activities page one at a time. Administrators responsible for keeping the active client list clean — and the license count accurate — can now save a filtered view that surfaces dormant clients in seconds. Only session and supervision activity types count toward Last Session Date, so forms and other activity types won't accidentally make a client look more active than they are.
---
Also in this release
- ✏️ Cancel signature request is now a configurable privilege— Until now, only Managers and Supervisors could cancel a pending signature request. We've made this an existing privilege visible on the User Privileges page, so admins can grant it to BTs or other roles when it makes sense for their workflow. Defaults are unchanged (Manager, Administrator, and Supervisor on; everyone else off), so no organization sees a behavior change unless they choose to.
---
👉 Learn more about: