Release Notes

A rebuilt experience makes notes, forms, document details, and status easier to scan and work through.

Open documentation, make updates, review the note, and move to the next item with fewer interruptions.

Generate session notes with AI that pulls from session context, reducing documentation time for RBTs and BCBAs.

AI-powered note quality analysis flags missing fields, inconsistencies, and compliance risks before submission.

Public-facing release notes so clinics can track new features, improvements, and fixes as they ship.

Redesigned template editor with better field organization and support for conditional sections based on service type.

Optimized document rendering for large clinical records, reducing load times by up to 40%.

Fixed an issue where signature pads would occasionally fail to register input on certain tablet devices.

Parents can now view schedules, sign documents, review session summaries, and message their care team from a dedicated portal.

Secure in-app messaging between staff and families with read receipts and file attachments.

Bundle multiple documents into a single signature request that parents can complete from the portal or via email link.

Redesigned mobile calendar with swipe navigation and improved event detail display.

Staff and parents can now customize which notifications they receive and how they are delivered.

Resolved edge cases where appointments spanning timezone boundaries could display incorrect times.

Track authorization utilization, expiration dates, and remaining units across all clients in one view.

Automatic alerts when authorizations are approaching expiration or unit limits, sent to assigned billing and clinical staff.

Prepare, review, and track insurance claims directly from session records with status tracking through the reimbursement lifecycle.

Expanded permission granularity with new roles for billing specialists, HR managers, and clinical supervisors.

Added 8 new report types covering utilization, staff productivity, authorization burn-down, and revenue cycle metrics.

Fixed a data merge issue that could create duplicate client entries when importing from external systems.

End-to-end billing workflow from session completion through claim preparation, with payroll calculations tied to actual session activity.

Staff can set recurring availability windows that coordinators reference when building schedules.

Track supervision hours against requirements with automated logging tied to the scheduling calendar.

Real-time conflict detection when creating or modifying appointments, including travel time buffer warnings.

Expanded client profile fields to support insurance details, referral sources, and custom intake information.

Corrected rounding behavior for session durations when calculating billable units.

Full-featured scheduling system with day, week, and month views, drag-and-drop appointment management, and multi-staff calendar support.

Session notes, treatment plans, and clinical records with customizable templates and electronic signatures.

Comprehensive client records including demographics, insurance information, contacts, and document storage.

Employee profiles, credential tracking, role assignments, and organizational hierarchy management.

Secure document upload, organization, and sharing with role-based access controls.

Operational dashboards with key metrics for scheduling, documentation completion, and staff utilization.