Changelog

Follow up on the latest improvements and updates.

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Features Released
You now have the ability to create sections when adding custom client data fields. Screenshot 2024-10-30 at 10
Screenshot 2024-10-30 at 10
Adding these sections will allow you to organize the custom client information fields, making it easier to navigate the client information tab.
Screenshot 2024-10-30 at 10
Screenshot 2024-10-30 at 10
Fields can be added to sections as well as moved across sections. The sections are also collapsable, making navigating through information much easier.
Issues Resolved
  • [Fixed] - Some session notes were not appearing in summaries
  • [Fixed] - Some tables were not appearing when PDF is exported
  • [Fixed] - Some activities were not displayed under "My Activities"
Issue Resolved
  • [Fixed] - An error message was presenting during some data entries, this has now been resolved.
New Features
You will now see additional filters available on various pages as well as additional options that can be displayed in columns to be viewed and exported.
New filters have been added for activities
  • Client's History -> Activities
  • My Activities
  • Reporting -> Activities
Screenshot 2024-10-23 at 9
You will also notice that there are now 3 options for date and start time for column display so you can choose the way you would like that information displayed.
Screenshot 2024-10-23 at 9
New filters were also added to the progress page.
Screenshot 2024-10-23 at 9
The client's page also received an update for filters and columns and now includes client information.
Screenshot 2024-10-23 at 9
Please check out this article for more information.
Improvements
  • Graphing rate behavior has been updated to include decimals for more accurate presentation of data
  • Importing programs has been improved to allow folders to be imported
  • Multi-select options in forms has been improved
Improvements
  • The order of targets on a trial by trial graph has been improved for SBT programs as well the trial number display
Screenshot 2024-10-16 at 11
*Please note that if your graph is not showing HRE at the bottom, click on the Y-Axis on the settings and click/re-click targets and this should reset and apply the changes
  • Improvements were made to dynamic fields from session note drop downs when exporting PDF files
  • We've improved the way live supervision notes are saved in supervision mode, ensuring a smoother and more reliable experience.
Features Released
The "Pending Signature" filter has been expanded. In the activities you will now see two options for pending signatures, one option is by user and allows you to search for a specific user(s) while the other allows you to filter by the signatory type.
Screenshot 2024-09-30 at 9
Screenshot 2024-09-30 at 9
Improvements
  • Improvements were made to graphs to allow gridlines to be removed when sessions are displayed on the X axis.
  • Improvements were made to opening and downloading files.
Issues Resolved
  • [Fixed] - In some instances PDF files that were uploaded to a client's account was not displayed
New Features
Program Modification Notes pull into Supervision Notes within Supervise Mode
There is now the ability to set up supervision mode templates to automatically pull the program modification notes
Screenshot 2024-09-19 at 10
Once set up, premium customers while in Supervise mode, will see the dynamic field for each program
Screenshot 2024-09-19 at 10
Once a program modification note is saved in the changelog section (see screenshot below) it will automatically pull into the supervision note and then into the Supervision Session note if set up in the template.
Screenshot 2024-09-19 at 10
Screenshot 2024-09-19 at 10
Managers can send a reset password email to users
On the users page, managers will now see an option to reset the users password
Screenshot 2024-09-23 at 10
They will need to confirm this action and once confirmed, the user will receive an email to reset their password
Improvements
  • Improvements were made to email notifications when photos or videos failed to upload
Issues Resolved
  • [Fixed] - In some instances, an error was being displayed when session notes were completed on a different device
New Features
Conducting staff competency during client supervision while in Supervise Mode for Premium Customers
When you are in Supervise Mode you will now see a new icon that will allow you to conduct a staff competency session in addition to the client supervision
Screenshot 2024-09-16 at 2
When you click to start the staff competency session you will see the name of the staff that is running the session. If the staff only has one session that will populate, if they have more than one you will be able to choose the session you want to collect data on
Screenshot 2024-09-16 at 2
You will be able to easily toggle between the client and staff sessions while in supervise mode
Screenshot 2024-09-16 at 2
Once you complete the supervision session, you can see the staff competency session on the staff’s history page and can complete session notes
Screenshot 2024-09-16 at 3
Report Templates, Session Note Templates and Treatment Areas have moved
  • New Section for Templates
A new section has been added called Templates where you will now go to create session note templates, form templates and report templates.
Screenshot 2024-09-17 at 10
If the old session note option is selected you will be redirected to the new section
Screenshot 2024-09-17 at 10
  • Treatment Areas has been moved to the Settings -> Programs Section
Screenshot 2024-09-17 at 11
New Permission Options
There is now a new section in the User Privileges that will allow you to add or remove permission to manage files, folders and forms.
Screenshot 2024-09-17 at 10
Improvements
  • There have been additional improvements made to the navigation of the RBT training
  • There have also been improvements made to the dates for phase change lines
  • MFA improvements have been made for Android devices
New Features
Graphing Updates
We've introduced several new filters to enhance your graph views and provide more customizable insights.
  • We have added a new option under Data Source for "Trial by Trial".
Screenshot 2024-09-04 at 1
When the "Trial by Trial" data source is selected you will notice that the graph type will default to Scatterplot.
Screenshot 2024-09-06 at 10
When Trial by Trial is selected the options for X and Y Axis will display additional options.
Screenshot 2024-09-04 at 1
Screenshot 2024-09-04 at 1
You can combine the different options on the X and Y axis to produce various views such as the one below
Screenshot 2024-09-06 at 9
Folders for Programs
  • You now have the ability to organize client programs into folders
Screenshot 2024-09-06 at 10
Improvements
  • Improved when a session is completed in offline mode.
Issues Resolved
  • [Fixed] - Program Modifications were not automatically showing in new sessions without refreshing.
New Features
  • Custom client data fields are now available in filters when inviting users under the access tab
Screenshot 2024-09-03 at 1
Improvements
  • The Skipped option in SBT data collection will not impact work flows or count as an incorrect response when selected
  • Improvements have been made to email verification during invites
  • Improvements were also made to the Microsoft authentication
Issues Resolved
  • [Fixed] - Some activities of deleted clients were still displayed in reporting
  • [Fixed] - The sound on a Telehealth Video Session cuts out when a session timer goes off
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