It would be really nice if when writing a report, the content in dynamic fields pulling in from treatment tab of client program, could either be hyper-links (clicking would take you to the program to update content) or if bidirectional (so could edit content within report and this would be reflected in text field within program itself, similar to how we can currently edit graph within report).

With some reports being 50+ pages, it would be amazing to have the ability to format a "Table of Contents" page that dynamically references specific page numbers/sections (or if the system could generate them based on headings) within a document.

When editing a treatment plan, the sections can be long. Whenever the editing tool bar is needed, the BCBA needs to scroll up to the top of the section, click the editing bar option, then scroll all the way back to the section they are working on. It would be nice if the editing toolbar froze to the top of the screen so that as the BCBA is scrolling down the section they have immediate access to these tools.

Tags that automatically attach to a goal when sufficient progress isn't made, too many errors in a row, etc to be easily pulled into a report.

Add a dynamic field for Program Modifications to the Treatment Progress Section of the Treatment Plan Templates (Templates>Reports). This would be helpful to justify any changes made to the program over the course of the authorization period. It would also be amazing if there were an option to use AI to summarize all the program modifications for a goal over the authorization period.

I would like the option to export reports in a word document so that I can add additional information, images illustrating presentation of stimuli, company letterhead, etc.

It would be helpful to have the ability to highlight items in a report template. We provide prompts to our clinicians to help them fill out sections of the report. it would be easier to distinguish these prompts if we were able to highlight them. This also serves as a good reminder to clinicians to delete the prompts before submitting the report.

It would be helpful to be able to add a hyperlink into reports or report templates

Would be great if when editing reports in the actual report, if a change is needed to a goal or progress summary, you can get to that program without having to have two separate tabs open (similar to how in live supervision feature you can access the program as needed while in the same tab)