This release gives you more control over who can use Sign & Send, and a faster way to match unlinked session activities to their appointments. ๐
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โจ What's new:
Sign & Send permissions, now configurable by role
- ๐ New "Allow Sign & Send to PM" privilegeโ Found in Settings > User Privileges, this lets you decide which roles can use Sign & Send. It's on by default for all existing roles, so nothing changes unless you turn it off.
- โ๏ธ Old behavior, when you need itโ When the privilege is off for a role, users in that role see the standard Sign & Save and Save Session Note buttons instead. This works on both client session notes and staff-only activity notes.
- โ๏ธ Everything else stays the sameโ Bulk Send to PM in Activities Reporting and the "allow sync without signatures" clinic setting are unchanged.
Bulk activity reconciliation
- ๐ Match activities to appointments in bulkโ Managers and Administrators can now select multiple session activities in Reporting > Activities, open the โฎ menu, and choose "Match to appointments" to reconcile them all at once.
- โ๏ธ Configurable tolerancesโ Set the start and end time tolerance (default 60 minutes each) to control how strictly activities are matched to their candidate appointments.
- ๐ Review before linkingโ Auto-matched appointments are pre-selected for each activity, and you can clear or change any of them before committing. Activities that are already linked or have no match within tolerance are flagged and skipped.
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๐ก Why it matters:
These changes give clinical and operational leaders more precise tools for the work you actually do. Organizations with a mix of credentialed BCBAs, trainees, and BCBA candidates can now configure Sign & Send to match each role's review process, without workarounds like adding a co-signer field to every note template. And reconciling activities with appointments moves from a one-by-one task into a single batch action, so admins spend less time cleaning up records and more time supporting their teams.
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