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.
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