Changelog

Follow up on the latest improvements andย updates.

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Choose which programs get new custom data fields
You can now decide exactly where a new custom data field shows up โ€” instead of having it automatically added to every program in your library. ๐Ÿ’™
โœจ What's new:
  • โ˜‘๏ธ New "Enable data field on all programs" checkbox
    โ€” When you create a custom data field in Settings > Programs > Program Data, this checkbox controls whether the field is added to every existing program. It's off by default, so new fields stay scoped unless you choose to apply them broadly.
  • ๐Ÿ“‚ Apply to specific program templates
    โ€” When "Enable data field on all programs" is off, a second checkbox appears: "Enable data field on program templates." Pick one or more templates from the multi-select dropdown, and the field appears only in those.
  • โœ๏ธ Edit template assignments anytime
    โ€” Open an existing field and add or remove templates โ€” the field updates immediately in the affected templates' program form.
  • โš ๏ธ Warning when changing visibility on existing fields
    โ€” If you toggle "Enable data field on all programs" on a field that's already in use, a banner warns you that the change may override field visibility set manually via Manage Fields in existing programs. The warning clears when you return the checkbox to its original state.
  • ๐Ÿงฉ Legacy fields keep working
    โ€” Custom data fields created before this update continue to show in all programs by default, unless you've manually hidden them.
๐Ÿ’ก Why it matters:
Until now, every new custom data field was automatically added to every existing program in your clinic. If you only needed a field on a few specific program types, you had to manually remove it from the rest โ€” tedious in large libraries. With this update, BCBAs and Managers can introduce new fields with intention: the field shows up exactly where it belongs, no cleanup required, and existing programs stay untouched.
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Session duration now matches activity duration, automatically
Session duration now stays in sync with the underlying session activity durations โ€” so the metrics that depend on it (learning opportunity rate, mastery rate, treatment intensity, and rate targets) reflect what actually happened in the session. ๐Ÿ’™
โœจ What's new:
  • ๐Ÿ”„ Auto-synced session duration
    โ€” Session duration is automatically recalculated based on the union of the session's activity durations (overlapping times count once). When you edit, add, or delete activities, session duration updates to match.
  • โฑ On by default for every session
    โ€” Auto-sync is enabled out of the box, so the numbers driving your outcome metrics line up with the actual session activity from day one.
  • ๐Ÿ”“ Manual override when you need it
    โ€” You can still take manual control per session via "Modify session time and duration." Turn off auto-sync there to set the duration yourself โ€” handy for edge cases where the activity record doesn't fully capture the session length.
  • ๐Ÿ“… Forgotten sessions get accurate durations too
    โ€” When a session is left open and auto-finished by the system, its duration is now recalculated from activities instead of stretching to the auto-finish time. This is a big improvement for rate programs, which would otherwise see badly skewed results.
  • ๐Ÿงพ Session start and finish timestamps unchanged
    โ€” Only session duration is recalculated; start and finish timestamps still reflect when the session was started and finished (unless you've manually edited them).
๐Ÿ’ก Why it matters:
Outcome metrics like learning opportunity rate, mastery rate, and treatment intensity all depend on session duration as the source of truth โ€” as do frequency programs and rate targets inside a session. But across a sample of 1,000 sessions, the average gap between session duration and the actual activity durations was more than 57 minutes, because users adjust activity times far more often than they update session duration to match. That's enough to make duration-based outcome data unreliable. With session duration now auto-syncing to activity durations, the rates and intensity metrics your team โ€” and your clients' families โ€” rely on will actually reflect the work that happened in the room.
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๐Ÿ‘‰ Learn more about:
New: Administrator role
We've added a new built-in
Administrator
role that sits between Manager and Supervisor โ€” so growing organizations can give leaders full access to clients, staff, and reporting without handing over billing, integrations, or user privileges. ๐Ÿ’™
โœจ What's new:
  • ๐Ÿ‘ค Administrator role
    โ€” 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.
  • ๐Ÿ”’ Locked-off sensitive areas
    โ€” 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.
  • โš™๏ธ Same flexibility
    โ€” The Administrator role can be renamed, used as a base for custom roles, and assigned by any Manager.
  • ๐Ÿ›ก Always at least one Manager per org
    โ€” 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.
๐Ÿ’ก 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.
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Bulk Import Clients
You can now bulk import clients directly from a spreadsheet on the Clients page โ€” no more emailing files or waiting on others. Manager-level users and above can do it themselves, in minutes. ๐ŸŽ‰
โœจ What's new:
  • โž• Bulk Import Clients button
    โ€” A new button on the Clients page (next to + Add Client) lets Manager-level users and above upload a .csv or .xlsx of clients.
  • ๐Ÿ”„ Smart column mapping
    โ€” 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.
  • โœ… Preview before you commit
    โ€” A scrollable preview shows exactly what will be imported, so you can spot issues before any client is created.
  • โš ๏ธ Clear, actionable validation
    โ€” 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.
  • ๐Ÿงฉ Custom client fields supported
    โ€” Any custom client information fields already configured for your clinic can be imported alongside the standard fields.
๐Ÿ’ก Why it matters:
Onboarding a new clinic โ€” or adding a wave of new clients to an existing one โ€” 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.
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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 โ€” making it easy to spot dormant clients and keep your active list (and your license count) accurate. ๐Ÿ’™
โœจ What's new:
  • ๐Ÿ“… Last Session Date column
    โ€” Shows the date and time of each client's most recent completed session, in the same format as the Activities page.
  • ๐Ÿท Last Session Name column
    โ€” 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.
  • ๐Ÿ”Ž Date and name filters
    โ€” 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).
๐Ÿ’ก 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 โ€” and the license count accurate โ€” 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.
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Also in this release
  • โœ๏ธ Cancel signature request is now a configurable privilege
    โ€” 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.
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๐Ÿ‘‰ Learn more about:
Customize, Group, and Sort the Progress Page Program Table
The Progress Page program table now lets you choose which columns are visible, group programs by Treatment Area or Status, and sort across all programsโ€”so you can shape the table around the clinical question you're trying to answer. ๐Ÿ’™
โœจ What's new:
  • โš™๏ธ Column customization
    โ€” Click the gear icon at the top right of the table to show or hide columns. The table updates instantly, and the Actions column stays pinned to the right.
  • ๐Ÿ“‚ Flexible grouping
    โ€” Use the new "Group by" control to organize programs by Treatment Area/Subarea (default), Status, or no grouping at all. Programs without a Treatment Area fall into an "Unassigned" section at the bottom.
  • โ†•๏ธ Column-based sorting
    โ€” Sort by any sortable column, including Program Name and metrics like Avg. Trials to Mastery. Programs with no data stay at the bottom of their group regardless of sort direction.
  • ๐Ÿ“Œ Sticky header and Actions column
    โ€” Column headers stay fixed at the top as you scroll, and the Actions column with the Edit pencil stays pinned to the right edge.
  • โœ๏ธ Quick-access Edit button
    โ€” A standalone Edit pencil sits next to the context menu for faster access. Show Progress and Edit Program remain in the context menu for the familiar flow.
  • ๐Ÿ“‹ ABC Behavior Incidents in their own table
    โ€” Behavior incidents now render in a dedicated table below the main program table, since they don't share the same metrics as standard programs.
๐Ÿ’ก Why it matters:
The Progress Page is where BCBAs review how a learner is moving through their programs. As the dataset has grownโ€”with new metrics like baselines, trends, and projected mastery dates on the wayโ€”the old multi-table layout made it hard to compare programs side by side or zero in on the columns relevant to today's question. Now you can shape the table around what you're looking for: comparing trials to mastery across a learner's full caseload, checking which programs are still in baseline, or hiding columns you don't need right now. Less scrolling, less noise, more time on clinical decision-making.
๐Ÿ‘‰ Learn more about:
Filter Target Graphs by Minimum Trial Thresholds
You can now hide data points from target graphs for sessions where the minimum number of trials wasn't metโ€”so your graphs reflect meaningful data and the progress reports you share with insurance and families tell an accurate story. ๐Ÿ’™
โœจ What's new:
  • ๐Ÿ‘
    "Hide if min trials not met" toggle
    โ€” A new option in the Data Visibility section of target graph settings lets you filter out sessions where the trial count fell below the minimum defined in your Mastery Workflow.
  • ๐Ÿ“Š
    Trials and Min. Trials columns in the graph table
    โ€” The data table below the graph now shows how many trials were collected in each session alongside the minimum required, so you can see at a glance which sessions met the threshold.
  • ๐Ÿ””
    "Below Min Trials" badge in session data review
    โ€” After a session, targets that didn't meet the minimum trial count display a badge, making it easy to spot under-run targets without digging into the data.
  • โš™๏ธ
    Respects your Mastery Workflow configuration
    โ€” The filter pulls the minimum trials value from the relevant Mastery Workflow, following the full inheritance chain (target workflow โ†’ parent target workflow โ†’ program workflow). If you update your workflow settings, the graph reflects the change immediately.
  • ๐Ÿ“‹
    Pre-release data banner
    โ€” When the toggle is on and your date range includes sessions from before this feature's release, a banner lets you know that older sessions can't be filtered and are displayed as-is.
๐Ÿ’ก Why it matters:
When a session only captures one or two trials instead of the required minimum, including that data on a graph can skew the picture of a learner's progress. This is especially important for graphs shared with insurance, where clear and accurate depictions of progress matter. Now you have direct control over which data points appearโ€”keeping your graphs clean and clinically meaningful without losing any underlying data.
๐Ÿ‘‰ Learn more about:
Filter Activities by User Role
You can now filter activities by user role on both the Activities reporting page and the client History pageโ€”so you can quickly narrow down to the staff roles that matter for your workflow without scrolling through hundreds of records. ๐Ÿ’™
โœจ What's new:
  • ๐Ÿ” User Role filter in Add Filter menu
    โ€” Select "User Role" from the Add Filter menu on Reporting > Activities or Client > History > Activities to filter the list by one or more staff roles.
  • ๐Ÿ“‹ Uses your org's custom role names
    โ€” The filter displays whatever role names your org has configured in settings, not the base system rolesโ€”so what you see matches how your team actually talks about roles.
  • ๐Ÿ”— Works with existing filters
    โ€” Combine the User Role filter with any other active filter (Status, Business Unit, Signatures, etc.) to get exactly the view you need.
  • ๐Ÿ’พ Save it to a view
    โ€” Include the User Role filter in a saved view so you don't have to reapply it every time. Saved view visibility settings work the same as before.
  • ๐Ÿ“ฅ Exports reflect the filter
    โ€” When you export filtered results, the exported data includes only activities matching the selected role(s).
๐Ÿ’ก Why it matters:
Organizations managing staff across multiple rolesโ€”like BTs, BCBAs, supervisors, and clinical directorsโ€”need a fast way to segment activities by role for oversight and reporting. Until now, there was no direct way to do this, which meant manual scrolling or workarounds with saved views. This update puts role-level filtering right where you need it, helping your team stay focused on the work.
๐Ÿ‘‰ Learn more about:
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. ๐Ÿ’™
โœจ
What's new:
  • Rating Scale custom field
    โ€” 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).
  • ๐Ÿ“‹
    Structured completion experience
    โ€” When completing a form or session note, linear scale options display horizontally with labels, and explicit value options show labels onlyโ€”keeping the experience clean and focused.
  • ๐Ÿ“Š
    Form data in Activities reporting
    โ€” 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.
  • ๐Ÿ“ฅ
    Export form results to Excel
    โ€” Form data columns are included in your Activities export. Linear scales export as numeric values; explicit values export as scoresโ€”so your data is ready for analysis right away.
๐Ÿ’ก
Why it matters:
Teams often need to capture rating-based responsesโ€”whether for caregiver assessments, staff evaluations, or clinical toolsโ€”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 pageโ€”so you stay in context while reviewing data and making adjustments. ๐Ÿ’™
โœจ
What's new:
  • โœ๏ธ
    Edit Program button on the Progress page
    โ€” 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.
  • ๐Ÿ”„
    Stay in context
    โ€” After saving or canceling your edits, you're returned to the same Progress page you started from. No extra navigation needed.
  • โœ๏ธ
    Edit icon in the Progress table
    โ€” 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.
๐Ÿ’ก
Why it matters:
Previously, editing a program from the Progress page meant navigating awayโ€”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.
๐Ÿ‘‰ Learn more about:
Required Activity Type Selection for Staff Activities
We've updated the Add Activity and Start Activity flows to require an activity type selection before savingโ€”so your staff activity records are always complete and ready for downstream processing. ๐Ÿ’™
โœจ What's new:
  • ๐Ÿ“‹ Activity type is now required
    โ€” When you add or start a new staff activity from My Activities, you'll be prompted to select an activity type before saving. No more defaulting to a pre-selected value.
  • โš ๏ธ Inline validation
    โ€” If you try to save without selecting an activity type, you'll see a clear error message letting you know what's needed.
  • โœ… Appointment-mapped activities unchanged
    โ€” If you start an activity from an appointment that already has a configured activity type mapping, the type will continue to pre-populate as expected.
๐Ÿ’ก Why it matters:
Accurate activity type data is essential for clean records and smooth integration with your practice management system. Previously, activities could be saved with a default type that didn't reflect the actual work performed, leading to errors or manual corrections downstream. This update ensures the right data is captured at the point of entryโ€”helping your team stay focused on care, not cleanup.
๐Ÿ‘‰ Learn more about:
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
Removed "Rate" as Measurement Option for Frequency Programs
We've removed "Rate" from the measurement options available on Frequency program typesโ€”resolving a source of confusion when setting up programs and reviewing graphs. ๐Ÿ’™
โœจ What's changed:
  • ๐Ÿ”ง"Rate" option removed from Frequency programs
    โ€” The Rate measurement option is no longer available when configuring a Frequency program type, since rate is not a meaningful calculation for frequency-based data.
  • ๐Ÿ“Š Cleaner graph settings
    โ€” Your graph Y-axis options for Frequency programs now only show measurement types that apply, making it easier to configure accurate visuals.
๐Ÿ’ก Why it matters:
Having "Rate" as an option on Frequency programs created confusion for clinicians setting up programs and interpreting graphs. Removing it means fewer setup mistakes and clearer dataโ€”so your team can trust what they see on the graph without second-guessing the configuration.
๐Ÿ‘‰ Learn more about:
You can now find and manage Program Templates directly in Settings โ€” no more navigating to the Library to track them down. This makes it easier to build, organize, and maintain your program library right where the rest of your clinical configuration lives. ๐Ÿ’™
โœจ What's new:
  • โš™๏ธ Moved to Settings
    โ€” Program Templates now live under Settings โ†’ Programs โ†’ Program Templates, alongside Treatment Areas, Prompt Levels, Workflows, and Program Data Fields.
  • ๐Ÿ“‹ New templates table
    โ€” View all of your organization's program templates in one place, with columns for template name, last modified by, and date modified.
  • โœ๏ธ Full template management
    โ€” Create, edit, duplicate, and delete templates directly from the new Settings page.
  • ๐Ÿ“‚ Save as Template from the Library
    โ€” In the Library, select the three-dot menu on any program and choose "Save as Template" to save a copy to your templates without affecting the original.
  • ๐Ÿ” Updated permissions
    โ€” A new permission (Page Access โ†’ Settings Pages โ†’ Programs โ†’ Program Templates) controls who can view and manage Program Templates. The old Library-based template folder permission has been removed.
  • ๐Ÿท๏ธ Renamed for clarity
    โ€” The "Program Data" settings page has been renamed to "Program Data Fields" for consistency.
๐Ÿ’ก Why it matters:
Program Templates were previously nested inside the Library, which made them harder to find and demonstrate during onboarding. Moving them to Settings puts them alongside the other building blocks of your clinical programs, so managers can quickly create and maintain the standardized templates their teams rely on. Less hunting, more building.
๐Ÿ‘‰ Learn more about:
Add Professional Credentials to Session Note Signatures
Session note signatures can now include professional credentials โ€” managed centrally by admins and displayed automatically on any note template where it's enabled. ๐Ÿ’™
โœจ What's new:
  • ๐Ÿ…
    New Professional Credentials field
    โ€” Configure available credential options org-wide in Settings > Organization > Staff Information (preloaded with BCBA, BCaBA, BCBA-D, RBT, LBA, CCC-SLP, CF-SLP, and PhD).
  • ๐Ÿ‘ค
    Staff profile assignment
    โ€” Assign one or more credentials to staff via Organization > Users > Edit User > Staff Information.
  • ๐Ÿ“
    Template-level toggle
    โ€” Enable "Include signatory credentials" in any note template's Signatures section to control where credentials appear.
  • ๐Ÿ–Š๏ธ
    Clean signature format
    โ€” Signatures display as Legal Name, Credentials (e.g., "Jane Smith, BCBA, LBA"). If no credential is set, only the legal name appears.
  • ๐Ÿ“„
    PDF export
    โ€” Credentials carry through to PDF exports of session notes.
  • ๐Ÿ”’
    Non-retroactive
    โ€” Changes to credentials apply to new signatures only; existing signed notes are unaffected.
๐Ÿ’ก Why it matters:
Many organizations require compliance-ready signatures on session notes. This gives admins a clean, org-controlled way to include credentials across notes, PDFs, and reporting โ€” no workarounds needed.
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Allow Staff Information Fields to Route Signatures on Note Templates
Note templates now support Staff Information "User" fields as required additional signatories โ€” giving admins more precise control over signature routing for staff-only activities like supervision notes. ๐Ÿ’™
โœจ What's new:
  • ๐Ÿ‘ฅ
    Staff fields in signature routing
    โ€” The "Require signature from additional people" dropdown on note templates now includes Staff Information "User" fields alongside Client Information fields.
  • ๐Ÿ—‚๏ธ
    Clear visual grouping
    โ€” The dropdown is organized into two labeled sections: Client Information Fields and Staff Information Fields, for easy differentiation.
  • ๐Ÿ”
    Automatic signer resolution
    โ€” The required staff signer is resolved from the staff profile associated with the activity โ€” the same way client information fields are resolved.
  • ๐Ÿ“Š
    Audit & reporting
    โ€” Staff field signatures appear in the Activities reporting table and can be selected as table columns.
  • ๐Ÿ›ก๏ธ
    Backward compatible
    โ€” Existing client field logic and Sign & Send behavior are unchanged.
๐Ÿ’ก Why it matters:
Signature routing now maps to how care is actually delivered. Staff-only activities โ€” like supervision and competency sessions โ€” can now require signatures from the right people automatically, with full audit visibility in the Activities table. Existing client field behavior is unchanged, so this is a clean addition to workflows teams already rely on.
๐Ÿ‘‰ Learn more about:
Aligning with BACB Terminology Standards
We've updated language throughout Hi Rasmus to match the BACB's current terminology โ€” so the words your clinical staff see in the app reflect what they know from their training and certification materials. ๐Ÿ’™
โœจ
What's new:
  • ๐Ÿ“‹
    "Task List" is now "Checklist"
    โ€” Updated across user profiles, the staff home page, and catalog packages.
  • ๐Ÿท๏ธ
    Renamed BACB BCBAยฎ Test Content Area (6th Ed.)
    โ€” Previously labeled "BACB BCBAยฎ Task List (6th ed.)," now reflects the BACB's official naming.
  • ๐Ÿ—‘๏ธ
    5th edition option removed
    โ€” The 5th edition task list is no longer available for new staff, keeping your team aligned with current standards.
๐Ÿ’ก
Why it matters:
When the language in your tools matches the language from BACB training and guidelines, there's less confusion for staff โ€” especially those who are newly credentialed or in supervision. Nothing has been deleted; this is a display name change only.
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Group Sessions: Participants Now Join With Their Appointment Linked
When a client joins a group session after it's already started, their scheduled appointment is now linked automatically โ€” so your team doesn't have to chase down records after the session ends. ๐Ÿ’™
โœจ
What's new:
  • โž•
    Smart drop-down on the + button
    โ€” During a group session, the add-participant button now shows a list of clients who have an unstarted appointment in the same group. Select one to add them with their appointment connected from the start.
  • ๐Ÿ”—
    Appointment linked at join time
    โ€” No more manually associating appointments after the fact; the link is established the moment the participant is added.
  • โœ…
    No change when no appointments remain
    โ€” If all scheduled participants are already in the session, the + button works exactly as it did before.
๐Ÿ’ก
Why it matters:
In group ABA sessions, it's common for a client to arrive late โ€” and when their appointment wasn't linked on entry, it created downstream headaches in billing and reporting. This update closes that gap, so the session record is accurate from the moment a participant walks in, and your team can stay focused on the session rather than the paperwork.
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