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.

Scheduling just got a serious upgrade! You can now group and organize staff and clients by custom team fields—making scrolling through giant alphabetical lists a thing of the past.

This release allows schedulers to work quicker, stay organized, and stop wasting time navigating their technician list.

Faster scheduling workflows, especially for large clinics. Reduced scrolling and cognitive load. Managing multiple teams with clearer operational visibility.

Organizations can now hide the parent-facing Overview tab while still letting parents access and sign reports. More control, fewer accidental shares.

Cleaner parent experience, tighter data controls, and a signing workflow with minimal friction.

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AI-generated notes now adapt based on supervision session types, narratives, and client details—bringing smarter, more personalized documentation to your workflows.

This update addresses a gap in AI field functionality by making supervision notes truly session-aware. BCBAs and clinical supervisors can now rely on AI that reflects voice, the correct session type, and their client’s demographic context.

Creating and managing programs just got faster — and smarter. This release standardizes the connection between measurements, workflows, and graphs, making setup more intuitive and data more consistent.

Program setup is now faster, more guided, and consistent — helping clinicians spend less time configuring and more time analyzing meaningful data.

👉 Learn more: Program Measurement Help Article | Program Setup Preview

🆕 Managers Can Now Stop or Delete Forms Started by Others

Managers and admins can now remove or reassign forms that were started by another user, like a parent or caregiver, without needing developer support. This change eliminates stuck or incomplete forms, reducing cleanup work and improving data accuracy.

Previously, only the original form initiator could close or delete a form, causing incomplete forms to linger in client records. This update gives clinical and admin teams full control to manage form sessions and maintain cleaner files.

– Managers can now delete or reassign in-progress forms directly from both and pages.

– Easily reassign a form to another user (with a familiar dropdown experience matching “Assign form”).

– Deleting a form from Home automatically removes it from Files (and vice versa).

– Green confirmation messages now appear when forms or files are deleted (“Form has been deleted” / “File has been deleted”).

– New pencil-and-lines icon distinguishes forms in progress from completed PDFs.

– The and privileges now also apply to form actions.

👉 Learn more: Client Forms

You can now choose which data fields appear in each program template. When client programs are created from these templates, they automatically inherit the field visibility settings.

This gives organizations more control over program layouts, reduces clutter, and ensures only relevant fields are shown.

👁 – A new Manage Fields option lets Managers hide or unhide fields in both client and library programs.

🗂 – Field visibility choices made in templates carry over to client programs, keeping everything consistent.

💾 – Hidden fields with data remain stored, and data is restored if the field is later made visible again.

🎛 – Tabs without custom fields won’t appear in the Manage Fields modal, and if no custom fields exist, the button won’t display at all.

🔐 – Managers, Supervisors, and BCBAs with the correct permissions can now access the new Templates folder in the Library.

This update streamlines program creation, reduces training time, and helps teams focus on the fields that matter most.

This release brings more flexibility to reporting, smoother account management, and a new assessment option to support clinical workflows. We’ve also introduced centralized document storage for cleaner administration.

📊 : Managers can now drag and drop columns into the order they prefer when viewing or exporting reports. Column order persists per user session and works across saved views for exports.

🔐 : Disabling a user now automatically downgrades a premium license if the staff was set up with one. This prevents unwanted license usage.

📈 : Record PDDBI scores, generate graphs, and include results in treatment plans.

🗂 : Customers can view all important contractual documents in , ensuring a single source of truth.

📝 : Additional dynamic fields are now supported in Aloha note templates, making it easier to capture and customize client data in documentation.

We’ve made it easy for multiple supervisors—or the same supervisor supervising twice—to document cleanly in a single Supervise Mode session. Each supervision now produces its own notes and program modifications, with the right timestamps and signatures, and without overwriting anyone else’s work.

🧑‍🏫 – Each supervision shows a dedicated “Supervision notes by [name]” section so authorship is obvious at a glance. Notes render in order and stay tied to the supervisor who wrote them.

🔁 – If a supervisor ends a supervision and starts another in the same direct session, the second run generates its own note with correct date/time/signature—no carryover from the first.

📤 – Exported/session notes now include only that supervisor’s notes and program modifications, avoiding mixed authorship.

👉 Using Supervise Mode multiple times during one direct session

✨ New: Parenting Stress Index (PSI) in Manual Assessments

You can now add results for the Parenting Stress Index (PSI) directly in Hi Rasmus! This update makes it easy to capture PSI scores, visualize results, and integrate them into treatment planning.

📝 Manual PSI Entry – Add Total Stress and Life Stress scores with date, administrator, and optional file uploads.

📊 Dynamic Graphs & Tables – View PSI results in a familiar graph-and-table format, with blank values automatically skipped for cleaner visuals.

📄 Progress Report Integration – Pull PSI graphs and scores into reports, complete with customizable headers and footers using dynamic fields.

🔍 Consistent Filtering – Enjoy the same assessment filters you’re used to, with Administration and Assessment Metric nested under each assessment type for quick navigation.

This addition brings PSI in line with other supported assessments, making it simpler to track and report on key stress metrics for caregivers and families.

👉 Learn more: Manual Assessment Result Entry