November 2024 Release Note 

Default Modifiers on Staff Credentials 

This feature automatically adds a staff member's modifier to a session based on their credentials, such as BCBA, BCaBA, or RBT.

You can configure this setup for specific funding sources, ensuring everything aligns with your needs.

Setup and Configuration

Step 1:

  • From your tabs (+) find Credential Categories
  • Below Credential Categories you’ll find Credential Types, click on one or create a new one.
  • Under your credential type, go to Default Modifiers and add new modifier code. You’ll need a start date and end date if you want to set and expiration date to that modifier code. Don't forget to save.
  • From this same page, create Funding Source Requirements.

Step 2:

  • Enable Funding Source setting
  • Apply Staff Member Default Modifiers, this setting must be checked to allow default modifiers.

Step 3:

  • Assign this credential to Staff Members
  • Go to Staff Members, find staff name and scroll down to Credentials and make the assignment. 

Key Points About Default Modifiers

  • When It Applies:
    Default modifiers only work with Authorizations using the classic countdown method.
  • How It Works
    The modifier is automatically based on the Assigned Therapist for the session.
  • Priority Rules
    If other default modifiers are set up in your system, staff modifiers will always take priority once this setup is complete.

New Setting to “Return to Therapist Approval On Save”. 

  • What Does This Setting Do?
    After saving a session, users will be automatically directed to the Session Approval page.

If you're creating a session from the calendar, you'll be taken back to the Session Approval page right after saving.

To enable this setting navigate to the left pane under custom links. 
Settings > Sessions > Return to Therapist Approval on Save

New setting “Bulk Sign-Off Without Warning"

Setting name: Enable/Disable Bulk Sign-Off Without Warning

When using bulk sign-off, sessions with warnings will show a status of "Couldn't Sign Off."

Common warnings include:

  • Payroll Warning: "No time block will be created" (if your settings require a time block at session sign-off).
  • Duplicate Session Warning: "Multiple therapy appointments exist for the same student, location."

How it works: Enable Ignoring Bulk Sign-Off Warnings

If enabled (checked), all warnings will be bypassed, and sign-off will proceed.

To Enable/Disable Bulk Sign-Off Without Warnings, navigate to your Practice Admin settings. 

Collection Instructions and Description 

You can now see Collection Instructions and Description from Behaviors on the Behavior Graphs.

Graph target behaviors Monthly. 

You can now graph target behaviors monthly instead of just daily.

Simply click the Graph Behavior button and use the new filters:

  • Behavior Frequency: [ ] Day [ ] Month

New Intensity options on Behavior Module 

An Intensity drop-down has been added to the Behavior Module Duration tab.

Parent Approvals on Treatment Plans  

You can now collect Therapist and Student Representative approvals for each Treatment Plan.

Add Multiple Treatment Goals 

We've made it faster and easier to load and select multiple goals—same process, less time!

Improvements:

  • Session approval Date and Time is now displaying on your reports. 
  • Graph Goal will now default to the goal on your view page.
  • Group Appointments color status; the functionality should be - if all the sessions under a group has the same session status then it should change color according to the settings otherwise it should reflect the color of the appointment type of your group appointment.