Changelog
Follow up on the latest improvements and updates.
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New Features
🔐 Expanded Permissions for Supervisors
Supervisors can now be granted permission to add new clients directly. Managers can manage this setting in the Roles & Permissions area to give supervisors more control and flexibility.
📝 Start Staff Session Notes in Supervise Mode
You can now start a staff session note while in supervise mode, making it easier to support and document staff sessions without needing to exit supervise view.
New Feature: Treatment Areas and Subdomains Now Auto-Populate When Copying Programs
- When copying programs from the library to clients or staff, any saved Treatment Areas and Subdomains will now automatically populate.
- The Treatment Area field will no longer appear during the copy process, as this information will now carry over directly from the program itself.
- If a program in the library doesn’t have a Treatment Area or Subdomain assigned, those fields will remain blank and can be filled in later on a per-client or per-staff basis.
Improvements
- Updates were made to the client data field rows
- Updates were made to requesting a time change on activities
New Features
Recovering Deleted Activities
- Managers now have the ability to recovering deleted activities. Please review the knowledge base article here for more information
Telehealth Video Enhancements
- Your Telehealth video will now stay visible even as you scroll through programs, making it easier to review information without losing sight of the session.
- Telehealth video will continue playing when accessing and modifying programs, ensuring a seamless experience without interruptions.
Improvements
- Improvements were made to the session activity statuses when signatures were pending.
New Features
Improved Permissions Management & User Experience
We've made significant updates to permissions management to give you more control and a better user experience:
- Expanded the permissions that can be assigned or removed, allowing for more customization based on user roles.
- Enhanced the permissions interface to make it easier to see which permissions are assigned to each role at a glance.
- Streamlined the process of modifying permissions, making it quicker and more intuitive to adjust access as needed.
Please check out the video and knowledge base article below for more specifics on the update.
Expandable Library Folders
We've added a new feature to enhance organization and efficiency in the Library:
- Expand and Collapse Folders – Easily navigate through your Library by expanding or collapsing folders, making it quicker to find what you need.
- Streamlined Program Assignment – Assign programs to staff and clients more efficiently across multiple folders, saving time and reducing manual effort.
Features Released
Ability to delete and replace workflows, prompt level templates and treatment areas
- Managers now have the ability to delete unwanted workflows, prompt level templates, and treatment areas. Before deletion, you’ll be able to view the programs where they are currently in use and choose to replace them with an alternative option—ensuring a seamless transition without disrupting existing programs.
Here are the prompts you will see when attempting to delete an item that is currently in use within a program.
Please note, this action is only available to manager level roles.
Improvements Made
- The library search feature within the programs page has been enhanced for better usability.
- Mastering workflows for target sets using the mastering percentage have been updated.
Features Released
Date Options on Graph Settings
There is now an additional setting option to select the date display on graphs.
- Select one of the following session options on the X-axis
- Once the session option has been selected, you will find a new option under the settings for custom date format.
- The date format for the display can be selected from the following options
Improvements
- Updates were made for Task Analysis targets in Skill Acquisition programs
Features Released
You can now reorder treatment areas and sub-areas for better organization.
- Simply hover next to a treatment area or, when expanded, next to a sub-area to adjust the order.
- This update makes it easier to customize the program layout on learner pages and in progress reports.
Features Released
The 2025 Task List is now available
Avatars Updated
- Default avatars now display user initials with randomly assigned color backgrounds. Uploaded images remain unchanged, and you can still upload custom images for client and staff profiles.
Features Released
Addition of the "exclude" filter in activities for session names
Ability to pull credential level and certification number into session notes using dynamic fields - This requires Premium Staff Profiles
- When setting up session notes, under the Staff Information option you will now see the options for Level (ie BCBA) and Certification Number to be selected as dynamic fields
Features Released
We’ve added a new feature that allows users to request a time change for an activity when they don’t have permission to adjust their own time. This streamlines communication and ensures the appropriate approvals are in place for time adjustments.
Please review this video in our Knowledge Base for more details on the feature.
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