We've added two new Lumary integration features — and — so the client details you manage in Lumary carry over automatically to Hi Rasmus and stay up to date. They're separate settings you can turn on independently: use one, both, or neither, depending on how your organization works. No more maintaining the same client in two places, and one clear source of truth for your team. 💙

When client information lives in both Lumary and Hi Rasmus, keeping it aligned means duplicate data entry, extra admin time, and a blurry sense of which system to trust. This update lets Lumary drive client profiles end to end, so records stay accurate on their own and your team can spend less time reconciling systems and more time focused on providing care.

For Camber-connected organizations, you can now add an Authorized BCBA Credentials field to your note templates and have it auto-populate from the linked appointment—so the authorizing provider's credentials carry straight into the note instead of being typed in by hand. 💙

Before, authorized BCBA credentials had to be entered by hand, which is easy to get wrong and leaves the note out of step with what's in Camber. Now the credentials flow in from the appointment on their own, so providers can trust the record and stay focused on the session. This applies to Camber-connected organizations only, your existing appointment fields are unchanged, and the field never appears on a template until you add it.

It's easy! Select the programs you want to add >> Click Add to Session >> Choose the Session

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This seriously streamlines session setup and ongoing session management. You can add programs to multiple sessions at once, without having to navigate back to the client's home page!

👉 Learn more about how to use this new feature here

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Previously, all programs were created in an "Active" status, now they will default to "Waiting" and they'll need to be set to "Active" when applicable.

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This was causing the "Active Date" to always populate based on the day the program was created, not necessarily the day it was introduces. Now, clinicians will have more control over the program's "Active Date" and not have to edit this field.

👉 Learn more about program setup here

👉 Learn more about building your program library here

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If your Hi Rasmus clinic is integrated with a practice management partner, users will now see a prompt to link to an appointment, if they are not already linked, prior to completing their note.

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Many organizations utilize our appointment fields in session notes, these fields only populate if the user's activity is linked to an appointment prior to the note being completed. This will help ensure that users follow the correct order of operations to ensure those fields show up in the session note.

👉 Learn more about the prompt to link feature here

When a staff member cancels in the Hi Rasmus scheduler, you can now keep the client's time slot open for another provider in a single step—no more cancelling and rebuilding the appointment by hand. 💙

In the Hi Rasmus scheduler, schedulers who wanted to keep a slot open were cancelling the appointment and then manually rebuilding an unassigned one—re-entering the client, time, and service every time, with a real risk of losing the slot while checking for coverage. Now keeping a slot open is a single checkbox, so you can focus on finding the right provider instead of redoing data entry.

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For Camber-connected organizations, your team can now document and send eligible staff activities to Camber without scheduling an appointment first—so an ad-hoc note no longer has to wait on someone else to build the appointment. 💙

Documenting an ad-hoc staff activity used to mean waiting on someone else to create an appointment in a separate system, then linking it by hand before you could send. Now eligible staff activities go straight to Camber on their own—keeping providers focused on their work instead of chasing appointments. This applies to Camber-integrated organizations only; client activities and the Session, Supervision, and Form activity types are not affected.

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We've made a couple of improvements to reports: deleting a section is now clearer and more deliberate, and exporting large reports is more reliable 💙

A report section can hold a lot of work, and it used to be easy to remove one without realizing how much was going with it. And when you're getting reports out for authorizations, an export that fails at the wrong moment costs real time. Clearer wording, a quick confirmation, and steadier exports help you move through your reports with more confidence and keep your attention on your clients.

Your appointment statuses now follow the linked activity through the full session lifecycle, so a session marked "Completed" in Hi Rasmus Scheduling really is done, reviewed, and ready to bill. No more cross-checking the Appointments and Activities modules to know where a session actually stands. 💙

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Practices lose time and revenue when sessions look "closed" in the scheduler but still have notes, reviews, or signatures pending. By surfacing the activity's real status everywhere appointments appear, admins and billers get one trustworthy view of session state — so it's clear at a glance which sessions are truly finished and ready to bill, without jumping between modules to double-check.

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We've made the AI Note Auditor smarter and easier to manage. The Auditor can now turn your feedback into reusable learnings that improve future audits, and managers have a dedicated place to review, edit, and remove those learnings so the AI stays accurate over time. 💙

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The AI Auditor saves time by reviewing notes in bulk, but its insights are only as good as what it learns. By letting the Auditor learn from your team's corrections, audits get more consistent for your specific note types over time. And because learnings can drift or turn out to be wrong, manager governance keeps that knowledge accurate, relevant, and under your control.

you decide what becomes a learning, so please keep any ePHI out of the text you save.

AI Note Auditing is currently in Beta for organizations with Premium or Enterprise client licenses. Future versions may become a paid add-on.

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This release rebuilds the progress report experience so you can edit like a Google Doc, freeze and lock data for compliance, and send reports out for review — plus a streamlined target setup and a new AI agent that flags session notes for review. 💙

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The report workflow reduces compliance and data-integrity risk: once a clinician signs off, locking guarantees the report won't shift as new sessions or assessments come in, and the freeze toggle and fixed date ranges give you a stable snapshot whenever you need one. Google Doc-style editing and in-app review keep that process fast and familiar, so the report reflects exactly what was reviewed.

On the target side, surfacing target type and tucking actions into a cleaner card means BCBAs spend less time hunting for settings and more time building good programs. And AI note review is a first step toward catching inconsistencies in session and supervision notes early — a consistent concern from clinical leaders — starting with a lightweight review you can run on your own terms.

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This release gives clinics a configurable automatic logout for session security, loads every client program at once on the Progress Page, and sorts session prototypes alphabetically so they're faster to find. 💙

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Automating user logout reduces security and compliance risk for your organization, and the configurable durations let you choose how often forced logout happens so it stays minimally disruptive to clinical staff. The per-device timer keeps things predictable too — signing in on a tablet for a quick session won't shorten the countdown on a clinician's laptop.

On the Progress Page, BCBAs reviewing a learner's full curriculum no longer have to click through pages of programs to get the full picture. And for clinics running large libraries of session prototypes, alphabetical sorting reduces the risk of picking the wrong prototype during scheduling.

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This release gives you more control over who can use Sign & Send, and a faster way to match unlinked session activities to their appointments. 💙

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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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