Changelog

Selected records can now be exported and downloaded directly from the platform, without assistance from our team.

Tags are now available to help you organize your records and profiles based on the criteria of your choice. You can create and edit tags, apply them to records and client or student profiles, and filter your lists to quickly find the information you’re looking for.

The progress note templates have been updated to improve your writing experience. These updates include a clearer format, refreshed content, and new templates to better support your practice.

You can now send documents directly from a client record for review or secure electronic signature. Track the status of each document and view the complete history directly in the client record.

Administrators can now see which members have activated MFA in the Members tab. This helps support strong security practices across the organization.

You can now apply bulk actions — archive, reactivate, or delete — to a selection of profiles or records. This makes it faster and easier to manage large volumes of data.

An Owner tag is now displayed in the Members section to identify the organization’s primary administrator. This helps clarify roles when multiple administrators are present and simplifies the approval of certain requests.

A new Location filter is now available in the profiles list for school organizations. It allows you to navigate more easily and organize students by school in just a few clicks.

The School information section is once again available in profiles for users in private practice. It appears automatically for individuals aged 21 and under, and is hidden by default for those 21 and over. In both cases, its visibility can be adjusted to suit your needs.