Changelog

Follow up on the latest improvements andย updates.

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Canceled Appointments in the Scheduler Now Show Strikethrough in Timeline View
Canceled appointments in Timeline view of our Scheduling Tool now get the same strikethrough treatment as Week and Daily view.
โœจ
What's new:
โŒ
Strikethrough in Timeline view
โ€” Canceled appointments display a strikethrough, matching Week view.
๐ŸŽจ
Works with any color filter display
โ€” Shows up whether your clinic filters appointments on the calendar by status, provider, or client team in the timeline view.
Screenshot 2026-09-15 at 9
๐Ÿ’ก
Why it matters:
For clinics that color-code by something other than status, the strikethrough is the main visual cue for cancellations โ€” and it was missing in Timeline view. Now it's consistent everywhere, so you won't miss a cancellation no matter which view you're in.
---
Introducing the Frequency Target Type: Counting Without the Clock
Frequency targets no longer have to borrow a timer they don't need. There's now a dedicated Frequency target type, built for pure frequency counts with no session-duration tracking attached โ€” so you're not stuck pairing a Rate target with a frequency workflow just to get the metric you actually want. Rate targets keep all the flexibility they've always had, and your existing timer-based Frequency programs keep working exactly as they do today. Just a cleaner, timer-free option when frequency is all you're counting. ๐Ÿ’™
โœจ
What's new:
  • ๐Ÿ”˜
    Frequency target type
    โ€” "Frequency" now appears as its own option in the Target Type selector, right alongside Discrete Trial, Duration, and Rate.
  • ๐Ÿงฑ
    Built like Rate, minus the timer
    โ€” Frequency targets reuse the same familiar structure as Rate targets, with no timer dependency โ€” a clean break from the old timer-based Frequency program logic.
  • ๐Ÿ”’
    Measurement locked to Frequency
    โ€” Once you select the Frequency target type, the Measurement field is automatically set to "Frequency" and can't be changed to Rate, Duration, or anything else.
  • ๐ŸŽฏ
    Frequency-only workflows
    โ€” Mastery Workflow and related workflow dropdowns only show frequency-based workflows and metrics for Frequency targets. Rate targets are untouched and keep access to both rate and frequency workflows, just like before.
  • ๐Ÿšซ
    No timer clutter
    โ€” Timer configuration โ€” session duration binding, start/stop settings โ€” is hidden from Target-Specific Settings for Frequency targets, since there's no timer to configure.
  • โ˜‘๏ธ
    "Fill zero frequency data" checkbox
    โ€” A new checkbox sits right below the Measurement field in Target-Specific Settings, mirroring the "Fill zero-duration data" option on Duration targets. Unchecked by default: sessions or days with no recorded frequency count are left off the graph. Check it, and those sessions or days graph as zero instead.
๐Ÿ’ก
Why it matters:
Frequency and Rate workflows have always overlapped, but until now, getting a pure frequency count meant working around a Rate target or a timer you never asked for. The new Frequency target type gives BCBAs and clinicians a straightforward way to track frequency on its own terms โ€” no timer, no workaround โ€” while Rate targets keep the flexibility that existing programs already depend on, and nothing changes for your current Frequency programs or their data.
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Access a Lumary Appointment Directly from an Activity in Hi Rasmus
โœจ What's new:
Users with access to Lumary can now directly access the corresponding Lumary appointment via a hyperlink option on the activity.
โ„น๏ธ How it Works:
  • Select the three vertical dots on the right hand side on an activity that is linked to a Lumary appt. The activity can be in any status.
  • Select
    [Go to Lumary Appointment]
  • Users without access to Lumary will be taken to the Lumary login page, but if you're logged into Lumary, you'll go directly to the linked appointment in Lumary.
Screenshot 2026-09-15 at 9
๐Ÿ’ก
Why it matters:
No more guessing at which appointment the activity is linked to, or clicking back and forth between systems. Look out for a corresponding update on the Lumary side, that will allow you to access a Hi Rasmus activity via a hyperlink on the Lumary appointment.
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[BETA] Create and manage AI Note Auditor learning moderations up-front
Managers can now add learnings to the AI Note Auditor directly and choose which session note templates they apply to โ€” speeding up how quickly the Auditor adapts to each organization's requirements. Keep in mind this tool is still in Beta.
โœจ
What's new
:
๐Ÿ“
Create
โ€” Author a learning with the new "Create a learning" button.
๐Ÿ”ญ
Scope
โ€” Apply learnings to specific session note templates, or to your entire organization at once.
โœ…
Manage
โ€” Review and edit your learnings, and always see which ones apply to which templates.
Screenshot 2026-09-15 at 12
๐Ÿ’ก
Why it matters:
Adapting the AI Note Auditor was previously only possible by giving feedback as it reviewed session notes. Now you can define and update learnings up-front, before spending time on review.
๐Ÿ“š Learn more about the the AI note auditor HERE
---
Updated Filter Experience
โœจ What's new:
Filter options have not changed: we've just updated the way filters look in Hi Rasmus - filters in the same category are now nested within a folder, the filter dialog now shows a count of the number of filters selected and users can select multiple filters at once, without having to reopen the dialog to set subsequent filter options.
Screenshot 2026-09-15 at 1
Keep Your Place: Program Graphs Now Open Directly From the Progress Page
Clicking into a program graph no longer sends you to a new page โ€” it now opens in a full-page modal right over the Progress page, matching the target graph experience you already know. Click from a program into a target and back, then close out exactly where you left off. No more losing your spot. ๐Ÿ’™
โœจ
What's new:
  • ๐ŸชŸ
    Program graphs in a full-page modal
    โ€” Clicking a program on the Progress page now opens its graph and target table in a full-page modal, instead of navigating to a separate page.
  • ๐ŸŽฏ
    Seamless drill-down to targets
    โ€” From the program modal, clicking a target transitions the same modal to that target's graph and table โ€” no extra page loads, no lost context.
  • โฌ…๏ธ
    "Back to Program" button
    โ€” A "โ† Back to Program" button in the top-left of the modal takes you from a target view straight back to the program graph.
  • โœ•
    Close returns you to your spot
    โ€” The "โœ•" button in the top-right dismisses the modal from either the program or target view and drops you back at your exact scroll position on the Progress page.
  • ๐Ÿ”
    Same graphs, new container
    โ€” Graph content, target table layout, and data interactions are all unchanged.
๐Ÿ’ก
Why it matters:
BCBAs and clinical supervisors reviewing program data across a caseload were stuck re-scrolling to the same spot every time they checked a graph โ€” friction that piled up fast on pages with many clients or programs. By keeping the Progress page anchored underneath a modal instead of navigating away from it, you can move fluidly between programs and targets during data review or session prep, and pick up right where you left off every time.
---
โž• Also in This Release
  • We're sending employee signature URLs to Lumary so they can use them in signature logs
  • We've made some additional adjustments to our bulk user import functionality
  • We're chugging away ๐Ÿš‚ at our AI note auditor and are excited to share more SOON!
Directly Access Clients from the Scheduler
โœจ
What's new:
Those with access to the Scheduling tool in Hi Rasmus no longer have to navigate away from the calendar to access a client's profile. Click a client's name at the top of the calendar, when scheduling for a specific client or grouping by clients, to open their profile in a pop up screen.
Screenshot 2026-09-03 at 8
๐Ÿ’ก
Why it matters:
Fewer clicks to access the information you need to make scheduling decisions! No need to navigate away, one click will pull up their profile, as long as you have the proper access!
๐Ÿ“ NOTE: The Behavior Technician role in Hi Rasmus does not have the option to be able to view a client profile. This can only be granted to Analyst level roles and above.
๐Ÿ“š Learn more about the Hi Rasmus scheduling tool HERE
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Easily Identify Discrepancies in Activity End Time and Provider Signature Time
โœจ
What's new:
We've added a new column to activities reporting titled "Signature Time Discrepancy". This calculates the discrepancy between the end time of a user's activity and the first signature collected (which will always be provider signature, if provider signature is required).
You can also filter your activities by this field to identify any activities in which the signature discrepancy is greater than, less than or equal to a specific amount of time.
๐Ÿ’ก
Why it matters:
This provides a much more robust picture into signature collection. You can now more easily monitor if providers are latent in signing their notes, or signing them before the activity end time. We recommend creating a saved filter view that displays the signature time discrepancy, any filters you want to set, along with signature time stamps!
Screenshot 2026-09-03 at 8
Screenshot 2026-09-03 at 8
๐Ÿ”œ Stay tuned for even more updates to help your organization maintain compliance around signatures.
๐Ÿ“š Learn more about how you can audit signatures in Hi Rasmus HERE
---
See Treatment Phases at a Glance on Program Graphs
Program graphs now automatically show you where a program moves from Baseline to Active, and from Active to Maintenance โ€” with clear phase change lines, labels, and separate trends for each phase. No more squinting to figure out where one stage ends and the next begins, so you can read performance by phase and make clinical calls faster. ๐Ÿ’™
โœจ
What's new:
  • ๐Ÿ“
    Automatic phase change lines
    โ€” A line now appears on the graph whenever a program moves from Baseline to Active, and again when it moves from Active to Maintenance โ€” no manual setup required.
  • ๐Ÿท๏ธ
    Phase labels at a glance
    โ€” Each phase section is labeled right at the top of the graph: Baseline, Active, or Maintenance, so you always know which stage you're looking at.
  • ๐Ÿšซ
    Smart Baseline handling
    โ€” If no data was collected during Baseline, that heading simply won't appear โ€” the graph starts with Active instead.
  • ๐ŸŒฑ
    Maintenance appears at the right time
    โ€” The Maintenance heading only appears once a program actually transitions from Active to Maintenance.
  • ๐Ÿ“ˆ
    Trends and averages by phase
    โ€” Trend lines and averages are now calculated separately for each phase, so a strong Maintenance average won't wash out a rocky Baseline, or vice versa.
  • โš™๏ธ
    On by default, easy to turn off
    โ€” Phase lines and labels are enabled automatically on program graphs, with a toggle in graph settings for anyone who'd rather turn them off.
๐Ÿ’ก
Why it matters:
Supervisors spend limited oversight time trying to interpret graphs that don't visually separate treatment stages. With phase changes clearly marked and trends broken out by phase, you can interpret performance within each stage faster and more intuitively โ€” freeing up time to focus on the learners who need it most, and setting the stage for more clinically meaningful progress tracking ahead.
๐Ÿ“š Learn more about Graph Annotations [HERE]
Manual Session Entry is no Longer Tied to the "Edit Session Data" User Privilege
Documenting a session after the fact no longer depends on a privilege meant for something else. Any user can now enter a manual session, while the Edit Session Data privilege now controls only one thing: editing session data after it was already completed. ๐Ÿ’™
โœจ What's new:
  • ๐Ÿ“ All users can now enter a manual session
    โ€” Anyone can start a manual session from the client's Home page and enter data for the first time, whether or not their role has [
    Edit Session Data]
    turned on.
  • ๐Ÿ” Edit Session Data now does one job
    โ€” The privilege controls whether someone can edit session data after that session has already been completed and saved. When it is off, the Edit Session Data option is hidden from the three-dot menu on completed sessions (History > click into session > โ‹ฎ at the top of the page), meaning: they can't reopen the session once they've saved it the first time.
  • ๐Ÿ‘ Existing role limits are unchanged
    โ€” Behavior Technicians with Edit Session Data on can still edit only their own completed sessions. Supervisors and above can still edit others'.
๐Ÿ’ก Why it matters:
Before this change, turning Edit Session Data off for a role blocked that role from the Edit Session page entirely, so those users could not enter a manual session at all. Organizations had to choose between letting technicians change any past session or losing after-the-fact documentation for outages, missed clock-ins, make-up sessions, and payroll corrections. Those are now two separate decisions.
For now, all users can enter manual sessions.
๐Ÿ”œ
A separate privilege to control who can enter a manual session is planned as a follow-up.
---
Also in this Release
โš™๏ธ A few minor design changes, and couple of bug ๐Ÿ› fixes related to user profile visibility and staff profiles
Warning for Long Duration on Activities at Note Completion
Providers can now see the duration while they're completing the note, along with a heads-up when the duration looks unusually long. Catching a mistyped start or finish time now takes a few seconds inside the note, instead of a round of corrections after the note has already been completed. ๐Ÿ’™
โœจ What's new:
  • ๐Ÿ• Duration on the note-completion screen
    โ€”the duration now appears alongside the start and finish times on the note completion screen, so providers can see at a glance whether it matches the session they just ran.
  • โš ๏ธ Unusually long duration warning
    โ€”when the duration is over 12 hours, a warning appears above the time fields asking the provider to check the times entered.
  • โœ๏ธ Fix the times in place
    โ€”providers who can edit their own activity times can correct them right there on the screen. The warning clears as soon as the duration drops under 12 hours.
  • โœ… Never blocks completion
    โ€”the warning is a heads-up, not a stop. Providers can continue without changing anything.
Screenshot 2026-08-27 at 8
๐Ÿ’ก Why it matters:
A 10:00 AM start with an 11:00 PM finish reads as a 13-hour session, and until now nothing in the note flow flagged it. Billing teams were finding these after the fact and opening notes one at a time to work out the real session time. Now the provider sees the duration while the session is still fresh. This means that accidental AM/PM time entry errors - for example, if a user accidentally selects 3 AM instead of 3 PM - will trigger the warning for a user to check their times.
----
Setting and Viewing Staff Availability
Available for Scheduling Subscribers Only
We've added the same scheduling availability tools you already use for clients to staff as well, so it's easier to see who's free and avoid scheduling conflicts before they happen. ๐Ÿ’™
โœจ
What's new:
  • ๐Ÿ—“๏ธ
    Weekly availability for staff
    โ€” Set a recurring weekly availability schedule for any user from the new Availability tab on their profile, with the same day-by-day toggles and time ranges you use for client availability.
  • ๐ŸŽจ
    Availability on the calendar
    โ€” See staff members' unavailable hours shaded on the scheduling calendar, so you can spot open time at a glance.
  • โš ๏ธ
    Heads-up on booking conflicts
    โ€” If you schedule an appointment outside a staff member's availability, you'll see a warning instead of being blocked, so you stay in control when exceptions come up.
๐Ÿ’ก
Why it matters:
Until now, only client availability could be stored and shown on the schedule, so there was no structured way to see when staff were free. This update brings staff availability in line with the client experience, helping you build schedules with fewer conflicts and a clearer picture of your team's time.
๐Ÿ“š Learn more about setting up client and staff availability ๐Ÿ‘‰ HERE
Dynamic Field Support in the AI Auditor
โœจ What's new
The AI Note Auditor can now more accurately review if dynamic fields in a session note are filled out correctly.
๐Ÿ’ก Why it matters
This makes our AI Note Auditor even more robust, not only will it check the accuracy of written note content, it will now review the accuracy of any dynamic fields that are added to session note templates.
๐Ÿ“š Learn more about our AI Note Auditor tool ๐Ÿ‘‰ HERE
---
Improved Lumary Error Code Translation
โœจ What's new
We now surface clear, actionable language for some common Lumary error codes, so you know exactly why an activity could not be sent to Lumary to complete an appointment.
---
Also in this Release
โš™๏ธ Some minor design changes, a less confusing invoice option for non-monthly customers and a few pesky bugs ๐Ÿ› were smashed ๐Ÿ’ฅ
Click into a User Profile from the Scheduler
โœจ
What's new:
When viewing schedules on the Scheduling page views, you can now click a users name to pull up their user profile, without losing your place on the scheduling page.
๐Ÿ’ก
Why it matters:
We were hearing that schedulers were having to open new tabs or navigate away from the scheduling tool to confirm client <> User access or other information about employees as they were working on schedules. Now, when building out schedules, you can pull up a user profile to confirm or edit information or access, so long as you have the necessary permissions!
๐Ÿ“š Learn more about the Hi Rasmus scheduling tool here ๐Ÿ‘‰ Hi Rasmus Scheduling
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Create Interval Targets in Skill Acquisition Programs
You can now add Interval targets directly within Skill Acquisition programs, so you no longer need to build a separate Interval program just to track time-based responding. This brings target types in line with how you already build programs, making setup more consistent and easier to navigateโ€”especially for clinicians who are new to the platform. ๐Ÿ’™
โœจ
What's new:
  • ๐Ÿ”˜
    Interval target type
    โ€” Choose "Interval" right from the Target Type dropdown when building a Skill Acquisition program, alongside Set of Targets and Task Analysis.
  • ๐Ÿ“‚
    Parent target with sub-targets
    โ€” Each Interval target includes a parent target for organization and sub-targets where data is actually recorded.
  • โš™๏ธ
    Aligned measurement metrics
    โ€” Interval targets support Percent Correct and Frequency, automatically matching your program's metric (or defaulting to Percent Correct when the program metric is rate or duration).
  • ๐Ÿ“Š
    Clearer graphs
    โ€” View combined results for the whole target, or expand the collapsible sub-target list to see graphs for each one individually, just like Task Analysis.
  • โฑ๏ธ
    Streamlined sessions
    โ€” Sub-targets are nested together under the program name during sessions, with the interval timer pinned to the left for quick access.
  • ๐Ÿ“‹
    Consistent summaries
    โ€” Session Summary now displays Interval targets the same way it displays Task Analysis targets.
๐Ÿ’ก
Why it matters:
This brings consistency between target types and program types, so you can build Interval targets the same way you already build Task Analysis targets and Sets of Targets.
Bulk Import Staff from a File
You can now add multiple staff members at once from a spreadsheet, with validation and control over when invites go out, so onboarding a new team no longer means entering users one by one. ๐Ÿ’™
โœจ
What's new:
  • ๐Ÿ“‚
    Bulk import via file upload
    โ€”Upload an .xlsx or .csv file from Manage Users to add staff in bulk.
  • โœ…
    Built-in validation
    โ€”Missing fields, invalid emails, and duplicates are flagged before import.
  • ๐Ÿ‘๏ธ
    Preview before you import
    โ€”review and fix flagged rows in a table before confirming.
  • โœ‰๏ธ
    Choose when to invite
    โ€”send invites now, or save staff as drafts to invite later.
  • ๐Ÿ“‹
    Draft Users tab
    โ€”Invite drafted staff individually or in bulk, whenever you're ready.
๐Ÿ’ก
Why it matters:
Onboarding shouldn't pull you away from your clients. Bulk import gets your team set up accurately and invited on your schedule, so you can get back to the work that matters.
๐Ÿ‘‰
Learn more about:
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Add a Staff Activity Straight from a Past Appointment
For Lumary and Camber organizations: a BT can now create and link a staff activity right from a past appointment on the schedule page, instead of building it by hand in My Activities. ๐Ÿ’™
โœจ What's new:
  • ๐Ÿ—“
    New option on the schedule page
    โ€”Open the three-dot menu on a past staff-only appointment with no activity linked and choose "Add and link new activity."
  • โฑ
    Details pre-filled from the appointment
    โ€”Date, start time, end time, and staff member come straight from the appointment, so there's no backdating by hand.
  • ๐Ÿท
    Activity type pre-selects
    โ€”If your organization maps an activity type to that appointment, the type is already chosen. If there's no mapping, you pick it the way you do today.
  • ๐Ÿ”—
    Save and link in one step
    โ€”"Save and link" creates the activity and links it to the appointment, and the unlinked warning on that appointment clears.
๐Ÿ’ก Why it matters:
Documenting a past drive time, lunch, or training was cumbersome and built up a backlog of unlinked appointments to clear. This gives BTs the same one-step path they already have for a past client session. It applies to Lumary and Camber organizations only, and the same-day start activity flow, client session entry, and the existing "Link to existing activity" option are all unchanged.
๐Ÿ‘‰
Learn more about:
Lumary Appointments now Sync with Hi Rasmus on a 1 minute Cadence
โœจ What's New
We've updated the frequency of appointment syncing between Hi Rasmus and Lumary. Previously appointments synced every 15 minutes, now it's every minute.
๐Ÿ’ก Why it matters
Appointment updates and new appointments should be reflected in Hi Rasmus nearly instantaneously, ensuring accuracy of appointments in Hi Rasmus!
๐Ÿ“š Learn more about the
Hi Rasmus <> Lumary
integration here ๐Ÿ‘‰ Lumary Integration Overview
---
Also in this Release
โš™๏ธ A few general bug fixes and performance optimizations, including the fix for a minor issue with annotations not saving in graphs
Step Back and Forth through Opened Activities
โœจ What's New
Instead of having to open an activity, close it and then open a new one, we've added forward and backwards arrows that allow you to toggle through the activities that are included in whichever the filters you've set on
Reporting >> Activities
, Client History or My Activities
Screenshot 2026-08-12 at 8
๐Ÿ’ก Why it matters
We're always looking for ways to make Hi Rasmus more efficient for our users, this will save you a few clicks, especially when using tools like the AI note Auditor!
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