Changelog
Follow up on the latest improvements and updates.
RSS
Bug Fixes 🐛
We smashed 💥 a few bugs related to memory limits, filters and image uploads on programs
Optimizations
🛠️We added some better backend tracking mechanisms for imported sessions
Undo/Redo support for section creation and deletion on Reports
✨ What's new
You can now undo or redo the deletion or addition of a
report section
while editing reports. The report will automatically scroll to the affected element in the report after an undo or redo action occurs, so you can easily tell where in the report a change occurred. 💡
Why it matters
Reports are now far more forgiving if you make a mistake while editing a report! You can easily undo and redo changes using the redo/undo buttons, including removing or adding an entire section.
👉 Learn more about the Progress Report updates in Hi Rasmus: https://help.hirasmus.com/knowledge/updated-report-features
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Additional Fixes in this Release Include:
- Bulk Data Import Improvements
- Additional Report Optimizations
- Improvements to audit trail accuracy
Rating Scale Data Collection
You can now build a rating scale into a prompt-level template, collect Likert-style scores in session, and track the average on the progress graph—no more approximating ratings with weighted prompt levels. 💙
✨ What's new:
- 📊 Rating Scale outcome measurement—Choose Rating Scale under Advanced Settings > Outcome Measurement, then set each level's label, value, and color the same way you do today.
- 🏷 Labels in session, averages in the note—Technicians see and select the label rather than the number. The target badge shows the average score for the session, and that average carries into the Session Data table in the session note.
- 📈 Rating on the graph Y-axis—A new Rating option scales the Y axis to your template's range and plots the average for each day or session, on both Session Data and Trial-by-Trial views.
💡 Why it matters:
Clinicians who wanted to score dimensions like independence, engagement, or program quality had to bend weighted prompt levels into a shape they weren't built for—complex to configure and never producing a clean average on a graph. The rating scale gives you that measurement natively, in the template builder you already use.
Two things to know as you set it up: targets using a rating scale are excluded from automated mastery workflows, so mark them mastered manually, and rating data is graphed separately from percentage data, so a rating target's graph needs the Rating setting selected to display correctly.
👉 Learn more about:
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AI Auditor Refinements
The AI Audit Agent now focuses on what it was built to review—session and supervision notes—and only shows you a message when there's something you need to act on. 💙
✨ What's new:
- 🎯 Session and supervision notes only—Review with AI is available once you've selected at least one session or supervision activity with a completed note. Other activity types are skipped rather than audited and won't appear in your audit results.
- ⚠️ Notices only when they apply—the standing banner is gone. Instead, you'll see a notice when part of your selection isn't eligible or when notes have already been audited and haven't changed since, with a Deselect audited option to clear them.
💡 Why it matters:
The auditor was running on anything in the Activities table, and the same static banner appeared every time regardless of context. Now the tool stays on the notes it can meaningfully review, and when a message does appear, it's because it applies to the selection in front of you. The AI Audit Agent remains in beta and free during that period.
👉 Learn more about:
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Populate Lumary Custom Fields from Session Note Custom Fields
For Lumary-integrated organizations, a custom session note field can now populate a matching field in Lumary directly, so information your team captures in the note is reportable in Lumary. This one takes setup on both sides—please read the full KB article before turning it on. 💙
✨ What's new:
- 📤 Send a custom field's value to Lumary—Turn on Expose field in API for a session note custom field and give it an API field identifier. When the note is sent, that value lands on the matching Lumary field.
- 🔗 A matching custom field in Lumary is required—each exposed field needs a custom field already set up in Lumary, and the API field identifier has to match that Lumary field name exactly. Your Lumary administrator handles that side of the setup.
- 🧾 Reportable in Lumary—Once the value is on the Lumary field, you can report on it in Lumary and include it on the generated invoice PDF.
- ⚠️ A setup mismatch stops the send—If an identifier or field type doesn't line up, the note saves in Hi Rasmus but isn't sent, and the user is asked to have an administrator adjust the template or Lumary. Empty fields are skipped and never overwrite values already in Lumary.
💡 Why it matters:
Specific session note information can now flow directly into Lumary using corresponding custom fields, making this information reportable and reusable in other places within the system - this allows organizations to more easily fulfill compliance and billing requirements that depend on session note details.
This applies only to Lumary-integrated organizations, and because field names have to match exactly on both sides, the KB article covers the setup steps and which field types are supported. Walk through it with your Lumary administrator before you configure anything.
👉 Learn more about:
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Also in this release
- 🔘 Set program status in bulk from the Library—Select multiple library programs and update their status in one action, the same way you already can on a client's Programs page. Available to users with library edit access.
AI Auditor Updates
🆕
New User Privilege for our AI Audit Agent
✨
What's new:
Access to the AI Audit Agent is now a user privilege available to both manager and administrator roles, allowing wider access to the tool!
🆕
New AI Audit status and timestamp columns to Reporting > Activities
✨
What's new:
Reporting > Activities now shows AI Note Auditor results. Two new columns surface each session note's audit status and the time of its most recent audit, allowing greater visibility into audit results!
Improved Operational Data Tracking in the Scheduler Tool
🆕
New Funding Source & Authorization Columns in the Appointments Report Table
You can now add Funding Source, Authorization #, Auth Start Date, and Auth End Date to your Reporting > Appointments view, so billing-relevant details live right alongside your session data. 💙
Currently Only Available for Scheduling Clinics
✨
What's new:
- 📋 Four new columns— Add Funding Source, Authorization #, Auth Start Date, and Auth End Date to the Appointments report from the column selector.
- 🔍 Filter by funding source or auth dates— Use standard text search to narrow appointments by funding source or date range filters for authorization start/end dates.
💡
Why it matters:
If you need funding source and authorization details included your appointment data, this update keeps it in one place alongside Service Code and Place of Service.
🆕
Track Client Diagnoses in the Client Profile
We've added a Clinical tab to the Edit Client diagnosis, so you can record, prioritize, and manage a client's diagnoses in one structured place. 💙
Currently only available for Scheduling clinics
✨
What's new:
- 📋 New Clinical tab— Manage a client's diagnoses from a dedicated tab in Edit Client.
- ➕ Add diagnoses— Enter an ICD-10 code with an optional description; codes are validated and auto-uppercase as you type.
- 🔢 Set priority order— Drag to reorder active diagnoses, so the top entry always reflects the primary diagnosis.
- 🏷️ Resolve and reactivate— Move a diagnosis to a separate Resolved list when it's no longer active, and bring it back anytime.
💡
Why it matters:
Clinicians need a reliable, structured way to capture a client's diagnoses in ICD-10 format, rather than free-text notes, and to distinguish current conditions from historical ones. This update gives your team a clear, prioritized record right where you already manage the client's profile.
Saved Views on the Progress Page
We've brought Saved Views to the Progress page table, so you can save your preferred filters, columns, and groupings once and reload them anytime—no more rebuilding your layout every session. 💙
✨ What's new:
- 🔖 Save a view— Save the current filters, columns, column order, and group-by selection as a named view, then reload it with one click.
- 👁 Control who sees it— Set a view's visibility to just you, all users, or specific user roles.
- 👥 Share org views (Managers)— Managers can create, edit, and delete organization-level views and scope them to the roles who need them, so teams report from a consistent starting point.
- 📌 Views that stick— The Progress page remembers your active view as you move between program graphs and switch between clients, so you pick up right where you left off.
💡 Why it matters:
The Progress page is where you go to act on a learner's data, but until now it forgot your setup the moment you left it. Rebuilding the same filters and groupings every visit added friction to work you do all day. Saved Views lets you set up the table your way once and gives managers a simple path to standardize how their teams read progress.
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Render Dynamic Fields in Progress Reports
You can once again render dynamic fields directly in progress report text fields, so the values you pull into a report are locked in place when you're ready. 💙
✨ What's new:
- ✍️ Render button is back— Use the render dynamic fields option in progress report text fields to replace dynamic fields with their current values.
- 📄 Works across your report— Render dynamic fields in text elements, assessment elements, and program elements (both top and bottom).
- ✅ Confirm before you render— A confirmation dialog checks in before rendering, and your current state is saved first so every value is captured accurately.
- ↩️ Undo and redo are supported— Changed your mind? Rendering works with undo and redo like the rest of your report edits.
💡 Why it matters:
Several organizations told us they missed being able to render dynamic fields in their progress reports. This brings that back, so you can freeze the values in a report exactly as they are when it's finalized—helpful when you're preparing reports for review or sharing and want the numbers to stay put.
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Also in this release
🖊 Fixed caregiver and parent signatures remaining pending
— Signing a pending caregiver or parent signature request now properly completes that request, so notes no longer get stuck in pending signature status after they've been signed.---
👉 Learn more about:
We've added two new Lumary integration features —
auto-import
and field sync
— so the client details you manage in Lumary carry over automatically to Hi Rasmus and stay up to date. They're separate settings you can turn on independently: use one, both, or neither, depending on how your organization works. No more maintaining the same client in two places, and one clear source of truth for your team. 💙✨ What's new:
- Auto-import clients from Lumary
- 📥 Automatic client creation— When a client is triggered for data collection in Lumary, their profile is created in Hi Rasmus automatically using the existing reference. If you're short on client licenses, they're added for you so imports don't get blocked.
- 🔁 Activation follows Lumary— When a client's trigger is turned off in Lumary, their Hi Rasmus profile deactivates; turn it back on and the existing profile reactivates rather than creating a duplicate.
- Sync client fields from Lumary
- 🔄 Fields stay up to date— Turn on Lumary as the source of truth and client details (name, date of birth, address, and more) pull in on import and refresh every 5 minutes, so profiles stay accurate without manual updates.
- 🔒 Clear indicators for managed fields— Lumary-managed fields are read-only in Hi Rasmus, marked with the Lumary icon and a tooltip, and a banner at the top of the client profile lets you know some fields are managed in Lumary. Fields not sourced from Lumary stay fully editable.
- 📝 A heads-up on forms and note templates— When you assign a form or note template that includes synced client fields, a warning shows which fields won't update on completion, since Lumary manages them.
💡 Why it matters:
When client information lives in both Lumary and Hi Rasmus, keeping it aligned means duplicate data entry, extra admin time, and a blurry sense of which system to trust. This update lets Lumary drive client profiles end to end, so records stay accurate on their own and your team can spend less time reconciling systems and more time focused on providing care.
👉 Learn more about:
For Camber-connected organizations, you can now add an Authorized BCBA Credentials field to your note templates and have it auto-populate from the linked appointment—so the authorizing provider's credentials carry straight into the note instead of being typed in by hand. 💙
✨ What's new:
- ➕ A new Authorized BCBA Credentials field—Admins can add it from the appointment Dynamic Fields in note template settings. It's opt-in, so it only shows up on the templates you choose.
- 📝 Auto-populates from the linked appointment—When you open a note tied to a Camber appointment, the field fills in with the credentials from that appointment automatically.
- 📄 Carries through to completed and sent notes—The value appears on the exported PDF and on notes sent back to Camber, so what's on the appointment matches what's on the record.
- 👁 Stays empty when there's nothing to show—If an appointment has no credentials, isn't from Camber, or isn't linked at all, the field renders empty.
💡 Why it matters:
Before, authorized BCBA credentials had to be entered by hand, which is easy to get wrong and leaves the note out of step with what's in Camber. Now the credentials flow in from the appointment on their own, so providers can trust the record and stay focused on the session. This applies to Camber-connected organizations only, your existing appointment fields are unchanged, and the field never appears on a template until you add it.
👉 Learn more about:
Add a Program to a Client Session Directly from the Client's Program Page
It's easy! Select the programs you want to add >> Click Add to Session >> Choose the Session
💡
Why it matters:
This seriously streamlines session setup and ongoing session management. You can add programs to multiple sessions at once, without having to navigate back to the client's home page!
👉 Learn more about how to use this new feature here
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Default New Programs to "Waiting" Status
✨
What's new:
Previously, all programs were created in an "Active" status, now they will default to "Waiting" and they'll need to be set to "Active" when applicable.
💡
Why it matters:
This was causing the "Active Date" to always populate based on the day the program was created, not necessarily the day it was introduces. Now, clinicians will have more control over the program's "Active Date" and not have to edit this field.
👉 Learn more about program setup here
👉 Learn more about building your program library here
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Prompt Users to Link their Activity to an Appointment Before Completing Session Note
✨
What's new:
If your Hi Rasmus clinic is integrated with a practice management partner, users will now see a prompt to link to an appointment, if they are not already linked, prior to completing their note.
Users won't see the prompt to link if they don't have a corresponding appointment scheduled in the PM.
💡
Why it matters:
Many organizations utilize our appointment fields in session notes, these fields only populate if the user's activity is linked to an appointment prior to the note being completed. This will help ensure that users follow the correct order of operations to ensure those fields show up in the session note.
👉 Learn more about the prompt to link feature here
Staff Cancellation & Rescheduling
When a staff member cancels in the Hi Rasmus scheduler, you can now keep the client's time slot open for another provider in a single step—no more cancelling and rebuilding the appointment by hand. 💙
✨ What's new:
- ☑️ A reschedule option on staff cancellations—When you set Cancellation Type toStaff, you'll see a new checkbox: “Create an unassigned appointment for this client to reschedule with another staff member.” It's off by default, so nothing changes unless you choose it.
- 📅 An unassigned appointment, created for you—Check the box, and the client's same time slot and service are recreated as an unassigned appointment, ready for another provider to pick up in the Unassigned column.
- 🗂 Your cancellation record stays intact—The original cancelled appointment is preserved, so you keep a full history of what happened alongside the new open slot.
💡 Why it matters:
In the Hi Rasmus scheduler, schedulers who wanted to keep a slot open were cancelling the appointment and then manually rebuilding an unassigned one—re-entering the client, time, and service every time, with a real risk of losing the slot while checking for coverage. Now keeping a slot open is a single checkbox, so you can focus on finding the right provider instead of redoing data entry.
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Sending Staff Activities to Camber Without an Appointment
For Camber-connected organizations, your team can now document and send eligible staff activities to Camber without scheduling an appointment first—so an ad-hoc note no longer has to wait on someone else to build the appointment. 💙
✨ What's new:
- 🔐 A new privilege and activity type setting—This is controlled by two switches: a user privilege underUser Abilities > Activitiesand a per-activity-type setting. Both must be on, so you decide exactly who can send and which activity types are eligible.
- 📤 Send the way you already do—Eligible staff activities can be sent throughSign and Send,Send Now, andBulk Send, using the same flow as activities with a linked appointment.
- 🔗 Camber creates and links the appointment—Once Camber receives the activity, it creates the appointment and links it back to the note automatically—no manual linking needed.
- 🏷 A new Appointment Source column and filter—In Activities reporting (whole-org and client history), you can now see whether an appointment originated inCamberorHi Rasmusand filter by source.
- 👁 A new eligibility column and filter—On My Activities and the org Activities list, you can see at a glance which activities can be sent without an appointment and filter to just those.
💡 Why it matters:
Documenting an ad-hoc staff activity used to mean waiting on someone else to create an appointment in a separate system, then linking it by hand before you could send. Now eligible staff activities go straight to Camber on their own—keeping providers focused on their work instead of chasing appointments. This applies to Camber-integrated organizations only; client activities and the Session, Supervision, and Form activity types are not affected.
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👉 Learn more about:
We've made a couple of improvements to reports: deleting a section is now clearer and more deliberate, and exporting large reports is more reliable 💙
✨ What's new:
- 🏷️ "Delete Section" label— The delete option now readsDelete Sectioninstead of Remove, so you can tell you're removing the whole section, not just one program or graph inside it.
- ⚠️ A confirmation step before deleting— Deleting a section now asks you to typeDELETEto confirm, and the prompt spells out that everything inside the section will be removed, so the action is always intentional.
🛠️ Fixed:
- 📤 More reliable report exports— Some users hit an error when exporting reports with large amounts of data. We've optimized how report data loads to reduce this, and we're continuing to improve performance for very large reports.
💡 Why it matters:
A report section can hold a lot of work, and it used to be easy to remove one without realizing how much was going with it. And when you're getting reports out for authorizations, an export that fails at the wrong moment costs real time. Clearer wording, a quick confirmation, and steadier exports help you move through your reports with more confidence and keep your attention on your clients.
👉 Learn more about:
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