We've made the AI Note Auditor smarter and easier to manage. The Auditor can now turn your feedback into reusable learnings that improve future audits, and managers have a dedicated place to review, edit, and remove those learnings so the AI stays accurate over time. 💙

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The AI Auditor saves time by reviewing notes in bulk, but its insights are only as good as what it learns. By letting the Auditor learn from your team's corrections, audits get more consistent for your specific note types over time. And because learnings can drift or turn out to be wrong, manager governance keeps that knowledge accurate, relevant, and under your control.

you decide what becomes a learning, so please keep any ePHI out of the text you save.

AI Note Auditing is currently in Beta for organizations with Premium or Enterprise client licenses. Future versions may become a paid add-on.

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This release rebuilds the progress report experience so you can edit like a Google Doc, freeze and lock data for compliance, and send reports out for review — plus a streamlined target setup and a new AI agent that flags session notes for review. 💙

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The report workflow reduces compliance and data-integrity risk: once a clinician signs off, locking guarantees the report won't shift as new sessions or assessments come in, and the freeze toggle and fixed date ranges give you a stable snapshot whenever you need one. Google Doc-style editing and in-app review keep that process fast and familiar, so the report reflects exactly what was reviewed.

On the target side, surfacing target type and tucking actions into a cleaner card means BCBAs spend less time hunting for settings and more time building good programs. And AI note review is a first step toward catching inconsistencies in session and supervision notes early — a consistent concern from clinical leaders — starting with a lightweight review you can run on your own terms.

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This release gives clinics a configurable automatic logout for session security, loads every client program at once on the Progress Page, and sorts session prototypes alphabetically so they're faster to find. 💙

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Automating user logout reduces security and compliance risk for your organization, and the configurable durations let you choose how often forced logout happens so it stays minimally disruptive to clinical staff. The per-device timer keeps things predictable too — signing in on a tablet for a quick session won't shorten the countdown on a clinician's laptop.

On the Progress Page, BCBAs reviewing a learner's full curriculum no longer have to click through pages of programs to get the full picture. And for clinics running large libraries of session prototypes, alphabetical sorting reduces the risk of picking the wrong prototype during scheduling.

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This release gives you more control over who can use Sign & Send, and a faster way to match unlinked session activities to their appointments. 💙

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These changes give clinical and operational leaders more precise tools for the work you actually do. Organizations with a mix of credentialed BCBAs, trainees, and BCBA candidates can now configure Sign & Send to match each role's review process, without workarounds like adding a co-signer field to every note template. And reconciling activities with appointments moves from a one-by-one task into a single batch action, so admins spend less time cleaning up records and more time supporting their teams.

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You can now decide exactly where a new custom data field shows up — instead of having it automatically added to every program in your library. 💙

Until now, every new custom data field was automatically added to every existing program in your clinic. If you only needed a field on a few specific program types, you had to manually remove it from the rest — tedious in large libraries. With this update, BCBAs and Managers can introduce new fields with intention: the field shows up exactly where it belongs, no cleanup required, and existing programs stay untouched.

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Session duration now stays in sync with the underlying session activity durations — so the metrics that depend on it (learning opportunity rate, mastery rate, treatment intensity, and rate targets) reflect what actually happened in the session. 💙

Outcome metrics like learning opportunity rate, mastery rate, and treatment intensity all depend on session duration as the source of truth — as do frequency programs and rate targets inside a session. But across a sample of 1,000 sessions, the average gap between session duration and the actual activity durations was more than 57 minutes, because users adjust activity times far more often than they update session duration to match. That's enough to make duration-based outcome data unreliable. With session duration now auto-syncing to activity durations, the rates and intensity metrics your team — and your clients' families — rely on will actually reflect the work that happened in the room.

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We've added a new built-in role that sits between Manager and Supervisor — so growing organizations can give leaders full access to clients, staff, and reporting without handing over billing, integrations, or user privileges. 💙

Growing organizations told us the Supervisor role is too narrow and the Manager role gives away too much. The Administrator role lets you give the right people the right reach across clients and staff, while keeping subscription, integration, and privilege management with the people who should own them.

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You can now bulk import clients directly from a spreadsheet on the Clients page — no more emailing files or waiting on others. Manager-level users and above can do it themselves, in minutes. 🎉

Onboarding a new clinic — or adding a wave of new clients to an existing one — used to mean sending spreadsheets back and forth and waiting for uploads. That was slow, error-prone, and didn't scale. Now your team can stand up dozens or hundreds of clients in one go, with validation that catches duplicates and missing data up front, so you can spend less time on data entry and more time getting therapy started.

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You can now display and filter by and on the Clients page — making it easy to spot dormant clients and keep your active list (and your license count) accurate. 💙

Until now, finding clients who haven't had a session in a while meant opening each client's Activities page one at a time. Administrators responsible for keeping the active client list clean — and the license count accurate — can now save a filtered view that surfaces dormant clients in seconds. Only session and supervision activity types count toward Last Session Date, so forms and other activity types won't accidentally make a client look more active than they are.

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The Progress Page program table now lets you choose which columns are visible, group programs by Treatment Area or Status, and sort across all programs—so you can shape the table around the clinical question you're trying to answer. 💙

The Progress Page is where BCBAs review how a learner is moving through their programs. As the dataset has grown—with new metrics like baselines, trends, and projected mastery dates on the way—the old multi-table layout made it hard to compare programs side by side or zero in on the columns relevant to today's question. Now you can shape the table around what you're looking for: comparing trials to mastery across a learner's full caseload, checking which programs are still in baseline, or hiding columns you don't need right now. Less scrolling, less noise, more time on clinical decision-making.

You can now hide data points from target graphs for sessions where the minimum number of trials wasn't met—so your graphs reflect meaningful data and the progress reports you share with insurance and families tell an accurate story. 💙

When a session only captures one or two trials instead of the required minimum, including that data on a graph can skew the picture of a learner's progress. This is especially important for graphs shared with insurance, where clear and accurate depictions of progress matter. Now you have direct control over which data points appear—keeping your graphs clean and clinically meaningful without losing any underlying data.

You can now filter activities by user role on both the Activities reporting page and the client History page—so you can quickly narrow down to the staff roles that matter for your workflow without scrolling through hundreds of records. 💙

Organizations managing staff across multiple roles—like BTs, BCBAs, supervisors, and clinical directors—need a fast way to segment activities by role for oversight and reporting. Until now, there was no direct way to do this, which meant manual scrolling or workarounds with saved views. This update puts role-level filtering right where you need it, helping your team stay focused on the work.

We've added a new custom field type for forms and session note templates, plus the ability to include form results in Activities reporting and export them to Excel. This gives your team a structured way to capture scaled responses and analyze the data across clients. 💙

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Teams often need to capture rating-based responses—whether for caregiver assessments, staff evaluations, or clinical tools—but until now there was no native way to do this in forms or session notes. This update removes the need for workarounds, keeps your data consistent, and makes it easy to pull results into reporting and Excel for aggregate analysis.

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You can now edit a program without leaving the Progress page—so you stay in context while reviewing data and making adjustments. 💙

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Previously, editing a program from the Progress page meant navigating away—either back to the Progress table to find the program or over to the Programs page to search for it. This update removes that friction and keeps you focused on the work, not the navigation.