We've added the ability to create reusable report section templates, so you can build assessment and progress reports faster with consistent formatting across multiple templates—saving time when supporting different funding requirements or client needs. 💙

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Building comprehensive assessment and progress reports often means recreating the same sections over and over—especially when you need multiple report templates for different funding sources, client levels, or assessment types. This update lets you set up a section once and reuse it everywhere, turning hours of template configuration into a few clicks. When requirements change, update the template once and every report using it stays current automatically.

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Frequency program graphs now display zero on the y-axis when you view data by "count," so you can see every session—including ones where the behavior didn't occur at all. This is applicable for frequency programs any time the timer is run—whether it is manual or tied to the session timer. 💙

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For behavior reduction programs and frequency tracking, seeing zeros is just as important as seeing occurrences—it shows the behavior didn't happen during that session, which is meaningful clinical data. Previously, these sessions appeared to be missing from "count" graphs (though they did show on "learning opps count" graphs), which made it harder to see the full picture of progress. Now every session is visible, so you can accurately track patterns and celebrate true zero-occurrence days.

We've added bulk editing to the Library and client Programs pages, so you can update treatment areas, tags, and field visibility across multiple programs at once—saving hours of manual work when building curricula or managing program libraries. 💙

BCBAs design and maintain program libraries that can include hundreds of programs. When you need to apply new fields, reorganize treatment areas, or update tags, doing it one program at a time adds up fast. This update turns hours of clicking into a few seconds of focused work—so you can spend more time designing great programs and less time on repetitive setup. Whether you're rolling out a new curriculum, refining your library structure, or prepping programs for a new client, bulk editing helps you move quickly without losing accuracy.

We've added three improvements to help teams spend less time on manual workarounds and more time focused on care. Custom activity types give you flexibility to track work your way, RBT training now pauses automatically to keep completion times accurate, and Lumary service codes can now appear separately on session notes when payers require it. ✨

Managers can now create, edit, and manage custom activity types beyond the system defaults, so teams can track internal work, training, and organization-specific activities in a way that accurately reflects how you operate. 💙

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Every organization works differently. Custom activity types let you categorize work accurately without forcing everything into "Other" or creating workarounds. This reduces manual review time, improves reporting clarity, and helps ensure billing and payroll data accurately reflect the real work your teams are doing.

We've added an automatic pause to RBT training sessions after 15 minutes of inactivity, so course completion times accurately reflect active learning time—helping teams meet BACB requirements while giving trainees the space they need to process and reflect. 💙

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Certificate completion times need to average around 40 hours to meet BACB requirements. This helps ensure reported durations accurately reflect actual work time, reducing compliance concerns while still supporting thoughtful learning and note-taking.

Session notes can now pull in the Lumary Service Code separately from the Service Name, giving you the flexibility to display codes and names independently on notes when required by payers. 🎉

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Some payers require the service code to appear separately on session notes. This update gives you the control to format notes exactly as payers expect, reducing manual edits and keeping billing accurate and compliant.

We’ve upgraded our in-app telehealth video calling experience to make sessions more reliable and easier to recover if someone’s connection drops. We also added a faster way to roll out Library programs across multiple clients or staff. 🎉

⚠️ To keep using in-app video calling, everyone will need to update to the . Older versions will no longer support video calling.

Auditing activities just got easier. You can now quickly find activities that or have a captured signature, so teams can catch missing sign-offs before they become a compliance headache.

Reporting → Activities is a Premium feature. These new signature filters are also available on other Activities pages (for example, Client → History → Activities and My Activities) so teams can still audit signatures outside of reporting.

We shipped two scheduling improvements today to help teams stay aligned and move faster—without extra messages or last-minute confusion. 💙

Staff can now use an authenticator app as their second factor when signing in, strengthening account security beyond SMS alone.

We've added safeguards to help you spot and manage duplicate data during imports, so you can keep progress graphs and treatment reports clean and reduce manual cleanup.

Duplicate data creates extra work—manual cleanup, reporting confusion, and support tickets. By catching duplicates before they enter the system, teams maintain cleaner records and spend less time fixing avoidable errors. It's a smarter, more predictable import experience that protects data quality from the start 💙

Managers can now save filter views and share them with specific user roles, making it easier to deliver the right data to the right teams without clutter.

The option to filter information and save views is available in places like the Activities Page, History Page, and Clients or Users Page.

This update brings more flexibility and control to workflows so that every role sees only what they need.

— Choose who can see each saved view:

— When selecting role-based visibility, a new multi-select allows managers to assign one or multiple roles.

— View creators always keep access, even if their role isn’t selected.

— Edit the name, choose visibility (creator only), adjust roles for role-specific views, or delete the view—all from one place.

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Giving managers the ability to share filter views by role means teams only see the views that relate to their work. This reduces clutter, improves consistency across groups, and helps everyone access the insights they need more quickly. It’s a cleaner, more tailored reporting experience that scales with your organization ⬆️

You can now add assessment sections directly to your report templates, complete with dynamic fields and graphs! This makes it easier to build high-quality, insurance-ready reports—without the manual copy-paste.

This release introduces support for Vineland-3, CFQL-2, VB-MAPP, and FAST with dynamic fields, graphs, and editable headers/footers.

Report writing is one of the most time-consuming tasks for clinicians. By letting templates pull in structured assessment results—graphs, scores, and key details—you spend far less time formatting and far more time doing what matters for clients 💙

Group session prep now works the same way as single-client prep. You can open the preparation page for each participant and review programs, supervisor notes, and recent modifications before starting the session.

Group sessions can be complex. Having all preparation content only one click away helps clinicians enter sessions confidently and with the same level of readiness they already have for single-client sessions.

We’ve introduced a consistent, reliable spreadsheet format for importing client data—reducing errors, improving accuracy, and making onboarding much easier for teams migrating into Hi Rasmus.

Data imports are a critical part of onboarding and ongoing clinic operations. A standardized format means fewer surprises, fewer support tickets, and a smoother, more predictable experience for teams transferring historical data into Hi Rasmus.