All Release Notes

May

Manual compliance checks, learner group export enhancements, and much more!
2025
Table of Contents
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Contributors
Brian Curley
Chief Creative Officer
Other Release Notes

Clinical: Learner Groups Included in Session Time Export 

This allows our customers to do additional analytics based on Learner Groups. We know that your numbers are your secret sauce and as we work on building more KPIs into Motivity we also want to enable our customers to do their own analysis as they want to. The ability to now run analytics on learner groups will be valuable for understanding group dynamics and for comparing groups with each other. 

Clinical: New Diagnosis Codes

  • F89.0 Unspecified disorder of psychological development
  • R45.87 Impulsiveness

Note: We add these as our customers request them. As you know the ICD10 list is long and most of it isn’t applicable to ABA. We try to keep our list as relevant as possible to ABA making it easier to find the code you need, but also limiting the possibility of human error. 

Clinical: Feature Library Improvements!

Over the past couple of months we’ve reorganized a lot of the content in our featured libraries to make it easier to find. 

By grouping our featured libraries into more easily recognizable categories we’ve made the browsing experience simpler. Users can get to the content that matches their current needs. Working on a Behavior reduction program, start with the Behavior Library. Helping a kiddo be more independent, have a look at the Daily Living Skills library. 

We just released another set of programs for Cognitive Skills/Executive Functioning. This Library includes programs to enhance cognitive skills and executive functioning, such as: attention, memory, problem-solving, planning, and impulse control, all of which are essential for effective functioning in daily life.

Clinical: The Small Things...

  • The default text box height in note and report templates is now settable. Having good defaults makes for an easier time filling out documentation, and for ensuring the right amount of information is captured.
  • Pending notes weren’t being sorted properly so we addressed that!
  • The default instrument type got changed, and we’ve set it back to Pass/Fail
  • We addressed an issue where the ability to filter pending notes by title was dependent on having a specific permission. 

PM: Manual Compliance Recheck ("Sync Compliance" button)

This new recheck eliminates the 24-hour delay for compliance re-evaluation, allowing immediate updates after employment or certification changes. This enhancement significantly speeds up onboarding and ensures uninterrupted operational continuity for your providers.

PM: Enhanced Date Filters

These new filters allow you to filter invoices by Payment Date, Date of Service (DOS), or Invoice Date. This new flexibility significantly improves your reconciliation and auditing processes.

PM: Office-Level Dashboard Views

This allows administrators and managers to now filter the Central Dashboard by office location, providing insights specific to individual branches.

PM: Enhanced Patient Ledger

We've enhanced the Patient Ledger to display the Date of Service (DOS) in the "Type" column for all invoice types, significantly improving clarity for reconciliation and auditing. Additionally, a new filter by Invoice Date or DOS has been added for greater flexibility.

PM: Place of Service Code Visibility

The Place of Service (POS) code is now directly available within invoice lines in the Posted Invoices module, streamlining your claim review and validation processes.

PM: Smarter Daily Summary Email

Our daily summary email now features a new layout for Super Users that conditionally displays operational, scheduling, and billing activity based on client subscriptions. This enhanced snapshot now includes new metrics for claims accepted by clearinghouse/payor, claims under review, and EOBs received.

PM: Other Improvements

  • Invoice Re-Submission Validation: A new rule prevents the resubmission of invoices from the Collections Screen if a rate is missing, reducing rejections.
  • User Experience Improvements:
    • Accordion persistence on the Collections page ensures invoice line expansions remain open after payments.
    • UI cleanup for Posted Invoice buttons provides a cleaner visual flow.
    • Faster Scheduler Reports (Clinician Scheduled) now load the first 50 results instantly with pagination for large datasets.
    • CMS 1500 Bubble Enhancements provide updated annotations to guide users in mapping fields, reducing form errors.