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. 💙
---
✨ What's new:
A redesigned report workflow
- ✏️ Edit reports like a Google Doc— Edit any section directly without opening it first, and changes save automatically as you go.
- ❄️ Freeze Report Data— Pause data syncing on any report at any time from the ⋮ menu, so your review reflects a stable snapshot. A confirmation step keeps it from happening by accident.
- 👥 Send to Review— Assign a teammate to review a report in the app. They're notified automatically, and the notification clears once the report is published.
- 🔒 Publish & Lock— Lock a report to make it read-only and stop all data changes. Locked reports move to the new Completed status, and you can revert to Draft anytime you need to edit.
- 📄 Automatic PDF generation— Locking a report saves a PDF copy straight to the client's Files.
- 🏷 Clearer statuses— Reports move through Draft, In Review, Published, Completed, and Archived, so you always know where one stands.
- 📅 Fixed and dynamic date ranges— Choose a fixed Date Range for a point-in-time report, or a Dynamic Timeframe that updates relative to today.
A cleaner target setup
- 🎯 Target type, front and center— Target type now appears as a dropdown on the right of each target card, so you can see and change it without digging through menus.
- 🏷 Status as a chip— Target status moved to the left of the target name as a chip, with the full name on hover. The SD chip is now grey to reduce clutter.
- ⚙️ Contextual actions on hover— Hover or edit a target to reveal three actions: view target data, target settings, and a context menu with duplicate, delete, and copy support info. On mobile and tablet, everything lives in the context menu.
- 📐 Consistent styling— Maintenance Interval and Current Prompt Level now match the target type styling, and the same changes carry through to subtargets.
AI review for session notes (Beta)
- 🔎 Review with AI— From Reporting → Activities, select session notes and choose Review with AI to have an AI agent scan them in bulk and flag the ones that may need a second look.
- 🎚 Choose what to check— Set the focus areas (missing information, internal inconsistencies, billing risk language, data-versus-narrative mismatches, and location or modality issues) and pick a strictness level: Strict, Balanced, or Lenient.
- 👍 Help it improve— Thumbs up or down each finding and add a note, so your feedback shapes the next iterations.
- 🧪 Beta, for premium plans— Available to organizations with Premium or Enterprise client licenses, for Manager, Administrator, and Supervisor roles. It's free during the beta and may become a paid add-on later. AI can make mistakes, so verify findings before acting.
---
💡 Why it matters:
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.
---
👉 Learn more about: