What shipped, when, and what it does for your practice. We ship often. The version numbers here are the same ones you'll see in support conversations.
ABAVault enters beta on October 1, 2026. These pre-beta release notes document features added and issues found and corrected during development and testing. No actual customer data was involved in the issues described.
This note belongs to the releases below it. It does not describe releases made after that date, which are written up above it as they ship.
Where a change lands: unless an entry says otherwise it is in the web app from the day of its release, changes to the family portal say so, and a change to the phone app arrives with the next phone app update from the store. The version numbers here are the ones our support team quotes.
2026.10.115 Released October 18, 2026
Where an RBT or their manager reads about recertification, the app now says CEUs or PDUs instead of only CEUs. That covers the message when a BCBA, BCaBA or RBT certification is saved without its recertification date, the help line under that date, the empty learning log on an RBT's staff page, and the help under the ACE provider number when an RBT logs learning.
2026.10.114 Released October 18, 2026
If you are an RBT, your learning log now counts PDUs, the BACB's professional development units, which are separate from CEUs. For recertification cycles ending in 2028 or later the BACB requires 12 PDUs every two years, and the Learning tab shows how many you have and how many days are left. When you log an entry, the form asks for PDUs instead of CEUs, and PDUs get their own column in the log. If your cycle ends before 2028 you still recertify by competency assessment, and the tab says so. The phone app gets the same after its next update.
When someone adds or edits a BCBA, BCaBA or RBT certification on a staff page, the recertification date is now required. It is on the person's BACB account, and the learning log counts CEUs and PDUs toward it. Certifications already on file are not changed.
2026.10.113 Released October 18, 2026
If you delete an entry from your learning log, you can now bring it back from the Recycle Bin, the same way you restore other records.
A Behavior Analyst who supervises you can now see your learning log, read only, on your page in My team. On the web, the renewal section also names the credential it is tracking, such as BCBA recertification.
2026.10.112 Released October 17, 2026
My Vault has a new Learning tab for the courses, workshops, conference sessions and webinars you take. For each one you can log the date, the provider and its ACE number, the CEUs it gave and how many of them were ethics or supervision, and the certificate. If you are a BCBA or BCaBA and your certification has a recertification date on your staff page, the tab shows where your current cycle stands: your CEUs against the BACB total, your ethics and supervision CEUs, and the days left. Only CEUs completed inside the cycle count. ABAVault keeps track of CEUs you earned elsewhere. It does not award them.
Unlike the rest of My Vault, your practice can see your learning log. Owners, admins, directors and HR see it, read only, on a new Learning tab on your staff page, and it stays there after someone leaves. The log is still yours: Export downloads all of it as a spreadsheet whenever you want it. The phone app gets a Learning tab after its next update, where you can add an entry and see your cycle.
2026.10.111 Released October 16, 2026
If the signature you saved is typed rather than drawn, the signature box on a form now offers Tap to sign for it too, and it signs with your legal name in your handwriting style. On a staff member's page, a typed saved signature now shows in their handwriting instead of a plain line. My signature shows your saved signature at its own size rather than stretched across the card.
2026.10.110 Released October 16, 2026
You can now save your signature once and sign with a tap. The first time you sign, draw it with a finger, a mouse or a stylus, or type it, and click Save as my signature. You can also adopt one under Settings, My signature, and new hires are offered it on their welcome checklist. After that, the signature box shows Tap to sign. Nothing is signed until you tap, and you still type your name on every document. Changing or removing your saved signature never changes a document you already signed, because each signed document keeps its own copy. The phone app gets the same after its next update.
Owners, admins and HR can see a staff member's saved signature on their staff page and clear it if it is not appropriate. Only the owner can clear the owner's. Signatures drawn on the phone now show in printed forms and PDFs instead of a line saying the signature is on file. Settings, and any other page with tabs partway down, now opens at the top instead of scrolled down to the tabs.
2026.10.109 Released October 16, 2026
An approved session note now shows as approved on its session, and a note sent back shows as returned on My Schedule and on the staff and location pages, so a note that needs changes is easy to spot. The phone app shows the same after its next update. For billing, a session whose note has been approved or amended now counts as having its note in, so its line moves on to review instead of waiting on notes.
Transfer caseload only offers active staff as the person taking over a client. Staffing requirement warnings name a level once, like RBT Level 2 rather than RBT Level Level 2.
2026.10.108 Released October 16, 2026
When you sign something by typing your name, it now shows in handwriting instead of slanted print. Under Settings, Preferences, Signature style lets you pick from six handwriting styles, with your own name shown in the one you choose. A signature keeps the style it was signed in, so changing your choice later never changes a signature you already gave. Signatures typed before this release, and anyone who has not picked a style, show in Dancing Script. Printed forms and Save as PDF use the same handwriting.
On a saved report, staff named in the answers, such as Other staff involved or Incident report completed by, now show their credential too, like Emily Rodriguez, BCBA, with the credential they held on the day of the report. So does the person named in the report's change history.
2026.10.107 Released October 16, 2026
Sign me out after, under Settings, now goes from 5 minutes up to 8 hours. Your practice sets the longest time anyone can pick: owners and admins choose it on the new Automatic sign out card. It starts at 1 hour, so nothing changes until you raise it, and lowering it moves anyone above the new limit down straight away. On a phone with a passcode, the app locks instead of signing you out.
Two more places show dates the way the rest of ABAVault does, like Oct 24, 2026: the reminder to read and sign a document, and the line under a goal, which now names the period by its first and last day. Settings no longer has a Date format choice, because every date in the app already reads the same way.
2026.10.106 Released October 15, 2026
Printed forms and Save as PDF have a new layout. Under the title it says what kind of record it is and where it stands. A row of facts names the client, the location, who submitted it and whether it has been reviewed, and the form ends with two boxes: who submitted it, and the reviewer's signature, or Not signed with a line to sign on.
A PCM Log, and any other daily log, prints its lines as a ruled grid with the totals above it: instances, lines and minutes. Each instance opens with a shaded band that says when it started and ended and how many minutes each technique took. The key under the grid lists every code, with the ones used on that sheet in black, and names the staff on the sheet with the credential they held that day. The grid fits A4 paper as well as Letter.
Corrective action documents print on your practice's letterhead again, and the printed date on a PDF is your practice's day. The confidential notice at the top of printed documents is an outlined line now, so it copies cleanly in black and white. More lists show roles in words, and Settings no longer has a Layout mode option: the app uses one size on every device.
2026.10.105Released October 15, 2026
Wherever you pick someone for clinical work, each person now shows with their highest credential, for example Sarah Mitchell, BCBA (Behavior Analyst). That covers assigning a client's staff, choosing a supervisor, adding staff to a session, reassigning or covering a session, logging supervision and transferring a caseload.
Signed records name people with the credential they held on the day they signed: session records, a client's documents, treatment plans, progress reports and supervision records, on screen and in print. A note signed before someone earned a new credential keeps the one they had then.
Billing checks now recognize an Owner who is also the practice's clinician, so their sessions are no longer flagged as a role and code mismatch, and a lapsed certification on them is flagged like anyone else's. The permissions table in Settings shows Behavior Technician once. On the phone, credentials in the staff lists arrive with the next app update.
2026.10.104 Released October 15, 2026
Save as PDF, and the copy of a report you share with a family, now look the same as the printed report: the status at the top, the client and submission details side by side, and each answer under its own label, two to a row. An unanswered question reads Not recorded, and an unsigned signature reads Not signed.
An Owner who is also a clinician can add that role from their own staff record with Add role, and the schedule then offers them like any other Behavior Analyst. The Owner role always stays the Owner's main role.
2026.10.103 Released October 15, 2026
Every staff member on a report, on the Documentation list and in print now shows with their highest current credential, for example Sarah Mitchell, BCBA or Ryan Smith, ABAT, or their state license if they hold no behavior analysis credential.
The Print / Export menu on a report offers Print without empty fields on every form again, and a signature always prints, signed or not. New: Save as PDF downloads the report as a PDF on your practice's letterhead, with or without empty fields.
Searching for a staff member shows their role by name, and you can search for a role, such as Behavior Analyst, to find everyone who holds it.
2026.10.102 Released October 15, 2026
On a client's record and the Clients list, the people assigned to the client are now called the Primary Supervisor and Secondary Supervisor, and each shows with their highest current credential, for example Sarah Mitchell, BCBA or Ryan Smith, ABAT. The client's Staff tab, Transfer caseload, Workload and My team use the same names.
Supervising Behavior Analyst on authorizations, progress reports and treatment plans stays as it is. On the phone, the new names arrive with the next app update.
2026.10.101 Released October 14, 2026
The clinical roles now read Behavior Analyst, Assistant Behavior Analyst and Behavior Technician, shortened to BA, Asst BA and Tech where space is tight. They used to be named after the BACB's credentials, so a staff member with a QBA, an IBA or an ABAT had no role that fit. Each role can do exactly what it could before. The credential a person holds, such as BCBA, QBA or RBT, is still recorded on their certifications, and every staff card now shows it.
RBT and Behavior Technician were two roles with the same access. They are now one role, Behavior Technician, and everyone keeps the access they had. When you pick roles for a policy, a notification, a form or a requirement set, Behavior Technician covers both.
The staff import also accepts the new role names and the QABA and IBAO credentials (QBA, IBA, QASP-S, ABAT and IBT). On the phone, the new names arrive with the next app update.
2026.10.100 Released October 14, 2026
A client's program now starts from your practice's Program library. BCBAs, BCaBAs and managers use Add from library on the client's Programs tab, then make the program the client's own: the write-up, the targets and what staff see. Starting a program from scratch with New program is now for owners and directors, the people who build the templates, so a practice's programs stay consistent. If your practice has no templates yet, the library says to ask a director or the owner to build one.
2026.10.99 Released October 14, 2026
Staff now see a program's write-up on the session screen while they take data. It sits under the program's name as one line until they open it. On each client's program, the BCBA decides which parts staff see straight away, for example only the teaching procedure. The rest are one tap away under Show the full write-up.
The template builder now looks and works like the form builder. A box reads like the finished write-up until you click it, and the template's type, domain, description and goal are on the right. Preview shows the template on the session screen at desktop, tablet and phone widths.
In a program's write-up, nothing is marked missing until you try to set the program Active, and Show me takes you to each part still to write. Fill-in sentences read like a line of a paper template and use the name the client goes by. The Programs tab counts update as soon as you add a program.
The free text Session notes box is gone from the session screen. Write the note on your practice's session note form under Required forms. Notes already typed in the old box are kept. On the phone, this change comes with the next app update.
2026.10.98 Released October 13, 2026
A program template with a write-up no longer needs targets. If your practice's template is the write-up alone, remove its targets in the template builder; a program added from it starts with the write-up, and the BCBA adds the client's own targets. In the write-up itself, the text boxes now open at a few lines, and a fill-in sentence that starts with the client's name shows their first name.
2026.10.97 Released October 13, 2026
A program template can now hold the write-up a BCBA does for each client: the rationale, the teaching objective, the materials, the teaching procedure, prompting, error correction, mastery criteria, baseline and the rest. Owners, admins and directors build templates in a new template builder that works like the form builder. Each part of the write-up is a box. A line in a box is either text with an example, or a fill-in sentence with blanks, such as "Deliver the SD: ___" or "Reinforce on ___ with ___". Every practice starts with a default set of boxes, and you can change them, take them out or add your own.
On a client's Programs tab, open a program's Write-up. Tick the parts this client gets, mark each one required or optional, and write them. The example in an empty box goes away as soon as you start typing. A program can't be set Active while a required part is empty, so a program added from a template with required parts starts On hold until they are written.
The Program library's tables now share one style of column heading. If your practice has no templates of its own yet, Add from library on a client now says how to add a behavior or skill from your Mastery list instead.
2026.10.96 Released October 13, 2026
The Program library now has four tabs: Templates, Mastery, Type and Domain. Mastery is your practice's list of the behaviors and skills you measure, such as Aggression, Elopement or Mand for help, with how each one is measured and when it counts as mastered. Type lists your program types. You can add your own, such as Feeding, next to Skill acquisition, Behavior reduction and Caregiver training. Domain is the list your programs pick their domain from, so a domain is spelled the same way on every program. Your practice starts with our defaults on every tab. Owners, admins and directors can change them, and everyone else who builds programs can read them.
When you build a template, you can add its targets from the Mastery list, and a new target on a client's Programs tab can start from a Mastery item too. Saving a client's program as a template is now for owners, admins and directors.
On the web, closing a data collection sheet now saves what is on it, and a client's target list updates when their BCBA changes one of their programs.
2026.10.91 Released October 12, 2026
On a session note, a question that ends in a question mark now sits next to its answer the way you would say it. "Was the parent told? Yes" used to come out as "Was the parent told?: Yes".
When ABAVault moves your practice over from another system, the screen where you match clients and staff now says how many matches you are about to accept before you accept them, and the list of your earlier imports no longer crowds its page controls against the table.
2026.10.89 Released October 12, 2026
A form you build can now be listed on the session note. In the form builder, tick Include in session notes on a form like an incident report or an ABC log. When someone files that form during a session, the session's note lists it under Filed during this session, with when it was filed, who filed it, and its short answers. The medication checks taken in the session are listed there too. The note points to the form rather than copying it, so the form stays the record, and each person reading the note only sees the forms they could open themselves. This shows in the Session data part of a note and works whether or not you use AI.
Our library's Incident report, Restrictive procedure report and PCM Log are already set up this way, and the library's session notes now print the session's data.
If your practice has AI Assist switched on, Draft with AI is now on the session note form itself, not beside the notes box on the session page. It fills in the note's paragraph questions from the data taken in the session, the forms filed during it and the medication checks. It only fills questions that are still empty, so anything you typed stays as you wrote it. A note that started as an AI draft says so when someone reviews it.
Also, when ABAVault moves your practice over from another system, the list of clients and staff to add now groups the people we matched, and we can accept every suggested match at once.
2026.10.88 Released October 12, 2026
When we give a billing code or a payer in the shared library an end date, it now stops on that date. We weren't saving the end date before, so a code we had ended could still show up for you.
A package you set to end at the end of the month now stays on your account until that day, and it can't be added a second time in the meantime. Your bill counts it once for each day it's on.
The rest of this release is for us. The console we use to look after your practice was counting our own demo and test practices as customers, and it was reading an old copy of your plan status. It now reads the same status your bill does, so when you ask us about your account we're looking at the right numbers.
2026.10.87 Released October 12, 2026
You can now change the questions on your website referral form. Go to Settings, Referral form, Questions on the form. You can reword any question and the help under it, move it up or down, make it required or optional, or take it off the form. You can also add up to ten questions of your own: a short answer, a paragraph, a choice of answers, or yes or no. Their answers arrive with the referral, worded the way you asked them. The form always asks who is filling it in, the person's name, and a phone number or email, so you can always call back. Reset to the default form puts everything back.
The location question is now a set of buttons, and you can write your own choices, such as an early learning center for ages 2 to 6 and a teen program for 13 and up. Give each choice an age range and the location its referrals should go to. Once a family enters a date of birth, they only see the choices for that age.
When a Member ID you type for a client looks like a Social Security number, a warning now shows under the box, on New client and in the client's insurance window. The Member ID prints on notes and forms, so a Social Security number there would print too. Some payers do use it as the member ID, so nothing is refused.
Also, on the Rotation page, a day your practice is closed now says Closed with the name of the closure instead of Off. And when ABAVault moves your practice over from another system, session notes can now come across too, filed on each client under Imported session notes.
2026.10.86 Released October 12, 2026
A deleted draft clinical meeting can now be restored from the Recycle bin. It comes back with its notes and its place on the calendar. A deleted report list can be restored too, and its schedules stay off until whoever owns each one turns it back on from the Scheduled tab in Reports.
The Recycle bin no longer counts down. Nothing in it is removed on a timer: a deleted item stays until someone restores it or deletes it permanently. The countdown and the expiring soon warnings said otherwise, so they are gone, and the bin now lists the newest deletion first.
In the form builder, what staff answer and what prints on the note now sit on two tabs, Questions and Printed note. Details that only print, such as a client's date of birth, are never shown while someone fills in the form. The session's details appear in their own panel above the questions, and a form can turn that panel off. On phones this arrives with the next app update.
Also, on a client's Attendance tab, a past week whose sessions were never closed out now says not closed instead of ahead.
2026.10.85 Released October 12, 2026
On a client's Attendance tab, each week is now a full column showing what happened to that week's sessions: attended, missed by the family, cancelled by your practice, and still ahead, with the week's attendance rate on top. Click a day on the attendance calendar to see that day's sessions: the time, who was booked, the code and location, whether the note is in, what happened, and a link to the session.
When you change or end a standing schedule, the sessions it takes off your calendar are no longer counted as cancellations in attendance, reports or anywhere else. Nobody cancelled them.
When you set up a standing schedule, the code list shows the codes on the client's authorization first, with how many units are left. A session with nobody assigned yet now counts against the authorization as one person, so a standing schedule stops booking when the authorization runs out instead of booking past it.
Also, paired fields such as First day and Last day now line up, and a client's attendance numbers update as soon as you mark them out or undo it.
2026.10.84 Released October 12, 2026
When you set up a standing schedule, it now starts at the client's own location instead of the first location in your list. If the client has no location yet, it starts on No location so you can pick one.
When you change a session that came from a standing schedule, the question asking whether you mean only that session or every one after it now opens in front of the session window. Before, it could open behind it, so Save changes looked like it did nothing.
In dark mode, the lighter gray text used for hints and labels is a little brighter, so it is easier to read.
2026.10.83 Released October 11, 2026
When a family tells you a client will be out, click Client out on the Day Board, the schedule or the client's Attendance tab and pick the days and the reason. Every session the client has on those days is cancelled in one step, and the staff who were booked are told. The Day Board lists the clients out today and the staff who are free because of it. Undo puts the sessions back.
If you switch it on, families can report an absence themselves from the family portal. You also choose how much notice a family has to give. A cancel with less notice is a late cancel: it shows on the client's Attendance tab, it can have its own limit in the client attendance policy, and your practice decides whether the staff who were booked are paid for it. A late cancel is never billed.
A client who comes at the same times every week can have a standing schedule on their Scheduling tab, such as Monday to Friday from 9:30 AM to 3:30 PM. Their sessions are created a few weeks ahead on their own. Add the days you are closed, such as Thanksgiving, under HR, Settings, and standing schedules and Copy week skip them. When you change one of these sessions, you are asked whether you mean only that one or that one and every one after it.
A location can now be scheduled in blocks: each client's day at the center is one block, and staff take turns inside it. Each turn is still its own session with its own code, so billing works as before. The schedule draws the block as a band with the time nobody is covering marked, the Day Board counts that time as needing coverage, and a Rotation page fills each week's staff, starting from last week's if you like. Families see one visit for the day.
2026.10.81 Released October 11, 2026
Programs can now use a new data type, Measured value: one number for each session, such as a rating, a level or a score. Staff record it during the session, and its graph shows each number as it was recorded, below zero included.
Settings, Import data now opens with Your data over time. It has one row for each kind of data, from session data points and sessions to session notes, documents and billable lines, and one square for each month. A month with nothing in it, between months that have data, is outlined and named under the strip, so you can see what is still to bring over from your old system.
If your history was brought over from another system, each client's Programs tab lists the imported targets waiting for a BCBA. ABAVault does not move them to Mastered on its own until they are reviewed. Choose several at once and confirm them with mastery criteria, or as they are. Saving a target's mastery criteria confirms it too.
When a staff import includes someone who used to work for you, they become staff again with the history they recorded, instead of being added a second time.
2026.10.80 Released October 10, 2026
Reports, Lists has two new kinds of list. Billing lines gives you one row per billed service, with the date of service, the client, the rendering provider, the code, units, and what was billed, expected and paid. Claims gives you one row per claim, with the payer, the status, when it was submitted and paid, and its totals. Owners, directors, managers, billers and finance staff can use both.
Client lists can now show each client's age and filter by it: under 6, 6 to 12, 13 to 17, or 18 and over. A billing line shows the client's age on the date of service.
You can now narrow a list to a range of dates: the date of service, the day a claim was submitted, a client's intake date, the dates an authorization was in effect, or a staff member's hire date. Pick a range like last month, or choose your own start and end dates. A scheduled list set to last month covers the month just ended every time it runs.
Dollar amounts go into Excel as numbers, so you can total them in the sheet.
2026.10.79 Released October 10, 2026
Under Reports, Scheduled, you can now set up a Monthly report. On the 1st of each month it puts together the month just ended, with each figure beside the month before: sessions and hours, attendance, clients, authorizations, staff, supervision, billing and intake. You choose which of those sections it covers.
Nobody gets one until they set it up, and each person's report shows only what their role can see in the Visualizer. A BCBA's figures cover their own caseload.
Authorizations and certifications expiring in the next 30 days are listed as of the day the report is made. You can print the report on your practice's letterhead, or download its figures to Excel or CSV. Like other scheduled reports, it is kept for 90 days, and you get a notification in the app when it is ready.
2026.10.78 Released October 10, 2026
The Visualizer now sits under Reports in the side menu, with two new tabs beside it.
Lists builds a spreadsheet with one row per person or record, using the columns you pick in the order you pick them. A staff roster for an insurer is a list, and so is a census of active clients by location. You can save a list, share it with your team, and export it to Excel or CSV. Each person sees only the columns their role can see elsewhere in ABAVault.
The owner, HR and payroll can add Social Security numbers to a staff roster. The screen only ever shows the last four digits. To export the full numbers you have to say why, and the activity log records who exported each person's number and the reason.
Scheduled runs a saved list or a Visualizer report every day, week or month, at the hour you choose. ABAVault keeps each run for 90 days and sends you a notification in the app when it is ready. It does not email the report.
Old links and bookmarks to the Visualizer still work.
2026.10.77 Released October 10, 2026
If you try to undo a rate card import after billing lines have been made with its rates, ABAVault refuses and now tells you the right number of lines. It used to count a line once for each date in the rate's history, so it could say 9 lines when there were 3. The check behind the refusal is also more dependable.
2026.10.76 Released October 10, 2026
Billing now uses the payer rate that was in effect on the day of each session. A rate you schedule for next month no longer applies to this month's sessions, and a rate you correct back to an earlier date applies to the sessions in that period that do not have a billing line yet. Billing lines already made keep their amounts.
A session dated before the first rate you set for its payer and code gets no rate, so it stands out for you to fix, rather than borrowing today's rate.
The insurance on a new billing line is the client's primary insurance on the day of the session, and the authorization and secondary insurance warnings look at that day too.
You can now import your rate card on the Import data page in Settings: the contracted and charge rate for each payer and billing code, with the date each rate starts. Import your payers first. A code ABAVault does not have is added as your own. You can roll the import back until a billing line has used one of its rates.
Rates imported through the setup wizard now keep the same history as rates you enter on the Insurance page.
2026.10.75 Released October 10, 2026
When ABAVault cannot email a family about a form or consent that renewed, the Paperwork tab now says the new copy is waiting in their family portal and that you will need to tell them another way. It used to suggest correcting their contact, which does not change the email address their portal uses.
2026.10.74 Released October 9, 2026
AI settings now fills the width of your screen, with two cards to a row on a computer and one on a phone. The features sit side by side where there is room, so there is much less to scroll.
The roles you can give AI to show their names in full, and the list now includes every role an AI feature can work for.
ABAVault AI is now available by arrangement. It is covered by ABAVault's own business associate agreement, so your practice has no AI account or key to set up. Ask support if you would like it.
Undoing a contacts import that marked a new guarantor now gives the client back the guarantor they had before.
2026.10.73 Released October 9, 2026
A possible exclusion match still waiting for a decision a week after screening found it now reminds owners, administrators, HR and compliance staff every week until someone records Not this person, Confirmed excluded or Duplicate. A match left waiting stays on your evidence pack as flagged and not cleared.
If ABAVault cannot email the family about a form or consent that renewed, the client's Paperwork tab now says why.
The AI progress summary works again. From Oct 8, 2026 it could not be written for a client with data in the chosen dates.
2026.10.72 Released October 9, 2026
Nothing changed in how you use ABAVault in this release. It is maintenance to how AI drafting connects to the models it uses.
2026.10.71 Released October 9, 2026
Each client can now have a guarantor, the person responsible for the bill. Tick Guarantor on one of the client's contacts on the Family and contacts tab, or on a contact while adding a new client. A client has one guarantor, so ticking it on someone takes it off whoever had it, and the checkbox tells you who that is before you save. The guarantor's card shows a Guarantor badge.
When you import clients, a guarantor named on the row comes across too. If the guarantor is one of that row's contacts, the import marks that contact. Anyone else becomes a new contact with just their name.
2026.10.70Released October 9, 2026
Practices with a location in Colorado are now also screened against Health First Colorado's list of providers terminated for cause. That list has no date of birth or license number, so a match on the name alone is shown as a Name only match. Most of those are a different person with the same name, so confirm one with HCPF before doing anything.
In the form builder, a staff picker can now follow a location question on the same form. Once a location is picked, the people who work there are listed first, then everyone else.
On a phone, the Workload page no longer scrolls sideways. Its tables scroll inside their cards, and the month and person pickers each take the full width.
2026.10.69 Released October 9, 2026
When you import clients, a second insurance policy on the same row now comes across too. It shows as Secondary on the client's Insurance tab, with its own payer, member ID, group number, start and end dates, and policyholder. When the second policy has the same payer and member ID as the first, it is imported once and the import warns you.
On the supervision plan card, the second line of the pace graph now reads Client supervision, because it counts only the supervisor's part of their clients' supervision. On a phone, the sentence under the bars now wraps instead of running off the screen.
2026.10.68 Released October 9, 2026
A form or consent in an intake packet can now renew after a set number of months, at the end of each calendar year, or on a date you enter when you accept it. Choose this for each line of an intake packet template under Settings, Intake packets. When one is about to run out, ABAVault sends it to the family again by itself, due the day the old one ends, and the copy they send back waits on the client's Paperwork tab for you to accept. The Renewals card on that tab shows what renews and when. You can stop one renewing if it no longer applies.
The client's Intake tab is now called Paperwork, and it stays after services start. Send a packet to an active client the same way you do during intake, with a due date or a number of days. The Consents card is on that tab too.
In the family portal, a document from a packet that the family reads and signs is labelled Intake while the client is in intake, and Policy once services start.
2026.10.67 Released October 9, 2026
A corrective action document filed on a staff member's Files tab now carries a note that says what it is and when it was issued, such as "Verbal warning issued Oct 5, 2026". Before, the note was a long internal code.
On a client's Behaviors tab, the status badge now reads On hold instead of ON_HOLD, the same words as the status list beside it.
2026.10.66 Released October 9, 2026
Owners, Admins and Directors can now set up consents under Settings, Consents. Our library has photos and video, emergency medical treatment, release of information, community outings, water play, snacks and food at celebrations, sunscreen and other products, and toileting help. Add one and change the wording to your own, or write your own. Depending on the consent, a family answers yes or no, picks one of several choices, says yes with limits they pick, or ticks what they allow. A release of information also asks who it goes to, what may be shared and when it ends. A consent can also meet a requirement on the client's Compliance tab, such as consent to treat.
Send a consent in an intake packet. The family reads it in the family portal, chooses an answer and signs, and the answer is written into the signed copy under the wording.
Any answer that is not a plain yes now shows on the client's header and at the top of each of their session records, worded for whoever is in the room: "Snacks: nut free" or "No media", for example. If a consent has run out, or the family took it back, the record says that instead.
The client's Compliance tab has a new Consents card listing each consent with the answer that holds, how it came in and when it ends. You can record a consent signed on paper along with its scan, and withdraw one when a family takes it back. A withdrawn answer stays on the record with who withdrew it and why.
2026.10.65 Released October 9, 2026
Families can now countersign a treatment plan in the family portal. Once a plan is signed, an Owner, Director, Manager, BCBA or BCaBA can open it on the client's Treatment plans tab and click Send to family to sign, and the parent or guardian with legal custody gets an email. They read the whole plan as it was signed and sign under it by typing their name or drawing their signature, and the printed plan then shows their name, the date and their signature.
New files uploaded to ABAVault are now checked for malware. If the check finds a threat, the file can no longer be opened, downloaded, zipped or exported, and ABAVault says why. Files uploaded before the check began are not rescanned, and they open as before.
Also in this release: the setup wizard counts Payroll as done once you have saved its settings, rather than straight away. Long documents in the family portal now open in a taller reading box, which is easier on a phone.
2026.10.64 Released October 8, 2026
The Files tab on a client, staff member or location is now a table you can search and sort, with 25, 50 or 100 files a page. Tick files, or the box at the top for the whole page, to download them as one zip, move them to another category, add a label of your own, or delete them. The zip puts each file in a folder named for its category and includes a list of every file with its size. A file you cannot open is never put in a zip.
Owners, Admins and Directors have a new Files page, under Settings, that lists every file they can open across the practice. Filter it by clients, staff or locations, by category, by label and by upload date, and choose files from many records at once.
When one person downloads files from 25 or more records, or 1,000 or more files, within a day, the practice owner is told in ABAVault who it was and how much.
Importing documents from your previous system can now file them on staff members and locations as well as clients. A folder named after a category, such as Insurance or W-4, files what is inside it under that category, and you can change any file's category before anything is saved.
Also in this release: the AI buttons no longer flicker off and on once an hour while you are signed in. AI progress summaries and session notes give caregiver goals their own section. Supervision suggestions on the schedule no longer say there is nothing to do when the list could not be loaded. Intake screens show staff by the name they go by.
2026.10.63 Released October 8, 2026
Owners, Admins and Directors can now put together intake packets under Settings, Intake packets. A packet holds your forms, your own PDFs to fill in and sign, policies to read and sign, a form for the physician, and the parts of the client record you ask families to fill in. Put the items in order and give each one a number of days to complete.
Send a packet from a client's Intake tab. Untick what this family does not need or add something else, check the due date, and choose the parent or guardian with legal custody. The family gets one email for the whole packet, and it names no form and not the child. Each family keeps the packet as it was sent, so changing it in Settings later changes nothing for a family who already has it.
The Intake tab now keeps one checklist for everything sent to the family, with a count such as 64%, 7 of 11, 4 left. An item counts as done once you accept it or mark it not needed. You can send an item back with a note, and when the family opens it again they see your note and their earlier answers. You can also record a paper copy by choosing the scan, or withdraw something sent by mistake. Families get at most one reminder email a day, however many things they have open.
In the family portal, the intake packet lists what is waiting first, with anything you sent back at the top and your note beside it.
On the Intake tab, the date a family sent something now reads the day where you are. Before, something sent in the evening could show the next day's date.
2026.10.62 Released October 8, 2026
Practices that sign in with Okta can now give ABAVault roles from their Okta groups, the way Microsoft practices have since September. You pick which Okta group gives which role. Someone added to a mapped group gets an ABAVault account and a welcome email, and someone removed from every mapped group, or suspended in Okta, loses access.
Setting it up takes a few minutes in the Okta Admin Console. ABAVault makes a key for your practice and shows you the half to paste into Okta, so there is no password or secret to copy anywhere. The steps are on the Okta tab under Settings, Single sign-on, and in the help article on role mapping with Microsoft or Okta. Okta asks for one admin role for this, Read-only Administrator, which can read your whole Okta organization. ABAVault never changes anything in Okta, and only reads the groups you map.
Behavior targets now carry a behavior intervention plan: proactive strategies, reactive procedures and de-escalation steps, in order, printed in the treatment plan. You can record FAST results as scores on the Behaviors tab, and set up caregiver training goals as their own program type.
2026.10.61 Released October 8, 2026
A family in intake can now send a photo of their child and pictures of the front and back of each insurance card from their intake packet in the family portal. A photo is made smaller on their phone or computer before it is sent, and where it was taken is left out. Every file is checked for malware before anyone at your practice can open it.
What a family sends waits on the client's Intake tab until someone accepts it. Use the photo on the client's record, or file both sides of a card on the right insurance policy. For each card you see what the family typed, what the card reads and what is on the policy, so a mistyped member ID stands out. Anything can go back to the family with a note, which they see in the portal.
Owners, Admins and Directors can now choose which parts of the client record new families fill in themselves, under Settings, Intake questions: about the child, family and contacts, insurance, health, doctors and other services, school, and availability. Nothing is asked until you switch a part on, and each question can be required, optional or not asked. What a family fills in waits on the Intake tab too, where you can correct a value before you accept it.
2026.10.60 Released October 8, 2026
On the Attendance calendar for a client, a staff member or a location, a day that has already passed with sessions still marked Scheduled now reads not closed instead of ahead. Those sessions were never closed out, so they count as neither attended nor missed until someone closes them. Today and the days after it still read ahead.
Staff pickers show each person's role by its name, such as Intake Coordinator, rather than the stored code. Typing a role still finds the people in it.
A printed form names its staff submitter and reviewer by their legal name, because it is a signed record. The screen still shows the name a staff member goes by.
2026.10.59 Released October 8, 2026
On a location's Attendance calendar, a day now turns red only when families missed one in ten or more of that day's sessions. A location runs many sessions a day, so one missed session used to turn nearly every day red and the calendar told you very little. Click a day and every session is still listed, missed ones included. A client's or a staff member's calendar works as before: one missed session marks the day.
The two attendance points reports in the Visualizer store now come with a description of what each one shows.
2026.10.58 Released October 8, 2026
People now show by the name they go by on many more screens, including the day board, payroll, the org chart, groups, forms, client names in Visualizer reports, and notifications. Initials on avatars use it too. A legal name still appears where it has to: claims, signed documents, progress reports, treatment plans and payroll exports.
Staff pickers find a person by either name, so typing Mike or Michael finds the same person.
A group's Forms tab now lists the group's forms. It had been showing none. The Overtime drivers report in the Visualizer now runs, where before it failed every time, and deleted OSHA cases now show in the recycle bin. The referral form has its own icon in the sidebar, so it no longer looks like Referrals.
2026.10.57 Released October 7, 2026
Weekly overtime now counts every hour of a day that falls on both sides of a pay period boundary. Before, if someone worked during the day on the last day of a pay period and then had an evening session that was paid in the next period, the earlier hours from that day were left out of the week's total in the next run, and overtime could come out low.
2026.10.56 Released October 7, 2026
Payroll Settings has a new choice, Workweek starts on. Weekly overtime counts seven days from that day, so a practice whose week runs Sunday to Saturday can now say so. It is set to Monday, which is how every practice has been counted until now, so nothing changes until you pick a different day. The overtime report in the Visualizer counts the same week as payroll. The fields on the Payroll Settings card also look like the rest of the forms in ABAVault now.
Searchable lists inside a popup now open in full instead of being cut off at the popup's edge, and pressing Escape closes just the list, so the popup and anything you typed in it stay put.
2026.10.55 Released October 7, 2026
Weekly overtime now counts the whole workweek when a pay period starts part way through a week. Before, each pay period counted only the days inside it, so a week split between two periods could pass 40 hours with no overtime showing in either one. Practices paid twice a month were the most affected, because almost every period starts mid week. The days of that week from the earlier period now count toward the 40, and the overtime is paid in the period where the week ends. Those earlier days are not paid twice. The workweek runs Monday to Sunday.
Every place you pick a staff member now has a search box: type part of a name to find the person. That covers assigning staff to a client, a client's supervising BCBA, HR concerns and accommodations, onboarding, hiring, company document owners, supervision logs and filters, the recycle bin, report references, the referral form settings and Transfer caseload.
Those pickers also work now for BCBAs, technicians, billers and other roles that cannot open the staff list, for example adding action items to a consult note, naming a colleague on an HR concern, sending a form to a staff member, choosing a supervising BCBA and sharing a saved Visualizer view. They see only each colleague's name and role.
Blank lines you leave in a company document now show up when your staff read it, just as they do in the editor. The family portal shows them too. Company documents also read at the editor's width instead of running across the whole screen. When the terms screen cannot load, it now says so and offers Try again.
2026.10.54 Released October 7, 2026
You can add a photo of a client to their record. Click the camera on the circle at the top of the client's page and pick a picture. A photo from a phone is made smaller before it is saved, and the copy we keep does not record where it was taken. The photo also shows on the Clients list and at the top of Authorized pickups, so whoever hands a child over can check who is being collected. Click a client's or a staff member's photo on their own page to see it larger.
A school plan can now hold the plan itself. When you add or edit a 504 plan, IEP or other school plan, click Attach PDF and choose the file. The plan shows the file's name, and clicking it opens the PDF. The PDF is also filed on the client's Files tab.
On the Providers tab you can mark a provider as the client's primary care provider and record their practice and address. Only one provider at a time carries that label, so marking a new one moves it. Contacts on the Family & contacts tab can have an address as well.
A referral can carry the name a child goes by. Fill in Preferred name when you add a referral, or let the family give it on your website's referral form. The referral shows the name they go by with the legal name below it, searching either name finds it, and Start intake carries it onto the client.
A profile photo from a phone is made smaller before it is saved too. Numbered and bulleted lists in announcements, the terms and the How it works guides show their numbers and bullets again.
2026.10.53 Released October 7, 2026
A company document now looks the same when your staff read it as it did while you wrote it. Headings are the same size with the same space above them, and a numbered list keeps its numbers. Before, a numbered list lost its 1, 2, 3 once it was saved. The screen that asks staff to sign a required document shows it the same way.
You can change a draft before you publish it. Open the document and click Edit draft, or click Edit beside the draft in Version history. The text, effective date, version name and any attached PDF come back for you to change. Then save the draft or publish it. A published version still cannot be changed, because the signatures on it record exactly that text.
The X and Cancel buttons on the New document and New version windows now work after you type something: they ask whether to discard your changes. That question used to open behind the window, so the buttons seemed to do nothing.
2026.10.52 Released October 7, 2026
Staff and clients can now go by the name they use. If Michael goes by Mike, he shows as Mike Smith on the schedule, in chat, in search, in the client and staff lists and in his greeting. His legal name stays on claims, statements, payroll exports and anything he or a family signs, and his own page shows it under his name.
Staff set their own preferred name on their profile, and it saves straight away with no approval. A new hire can add it from their welcome checklist. The careers application and the hiring screens ask for it too, so it follows a candidate onto their staff account. Owners, Admins and HR can set it on the staff page. For a client, fill in Preferred name on the Overview tab.
If your practice shows client names as initials or as first name and last initial, those use the preferred name as well (Mike S.), and the legal name stays hidden. Searching for either name finds the person.
When a family or someone outside your practice signs a form, the PDF your practice files now names them as the person who completed it. It ends with the same signing record the family's own copy has: the name they typed, when they signed, and the internet address and browser they signed from.
2026.10.51 Released October 7, 2026
A referral can now become a client while the family is still doing their paperwork. Click Start intake on a referral and ABAVault creates the client record marked In intake, moves what the referral holds onto it (the guardian, insurance, diagnosis, location and the family's availability) and invites the parent or guardian to the family portal. Until you start services, the portal shows them only their intake packet.
Families in intake have their own tab on the Referrals page, beside Pipeline and Waitlist. It shows who is coordinating each family, when they started and how much of their paperwork is in, and the top of the page gives the same for all of them together. They stay off the Clients list, the schedule and billing until you click Start services on the client. Start services lists anything the family has not finished, but it never stops you.
When you start intake you are asked whether the parent has told you they can consent for the child. If they have, they can sign the family's forms straight away, and the record notes that it rests on your word until custody is confirmed. To send a form to a family in intake, use Send to on the form, where they are listed under In intake.
A form for a family to sign now goes only to someone you have recorded with legal custody of the child. Families can download a copy of any form they submit in the portal, with a last page recording when and how it was signed, and PDF documents you send a family now get due date reminders the way forms do. Convert to client asks for a date of birth first instead of failing.
On the client record, an authorization, medication, allergy or insurance plan that ends today now counts for the whole day, and days remaining reads 0 on the last day instead of -1. A staff credential is no longer called expired on its last day, a corrective action follow up due today is no longer overdue, compliance day counts no longer run a day off in the evening, and the new client form no longer accepts tomorrow as a date of birth after 6 PM.
2026.10.50 Released October 6, 2026
Several places in ABAVault worked out today's date in a way that moved to tomorrow in the evening, from 6 PM Mountain time. They now use your practice's own date until your midnight.
In the evening, EVV visits now get the right date of service, and the Compliance tab no longer treats an authorization or document that ends today as already over. Data from an evening session now lands on its own day on the Graphs tab, in progress reports, in AI progress summaries and on the family portal. The date of service in an AI session note is right too, staff goal months and quarters no longer turn over early, and the Visualizer summary, alerts and small trend charts no longer leave out today until the evening. Data exports, corrective action follow-up dates, saved form PDFs and benefit checks also use your practice's date now.
Anything recorded before this release keeps the date it was given.
2026.10.49 Released October 6, 2026
The Supervision plan card on My caseload now has a graph. The top line shows how many of your working days this month have gone. The line under it shows your supervision: what is done, what is booked but not yet done, and what is still to book, out of what your clients need from you this month.
A Today's pace line runs through both. The stretch between it and the end of what you have booked is shaded green when you are ahead and amber when you are behind, and a short sentence under it says by how much. If you pace your month front loaded or back loaded, each line gets its own mark, joined, because your pace then is not the same as the share of days gone.
2026.10.48 Released October 6, 2026
Locations has a new type, Client homes, for sessions that happen in a client's own home. Add one location of this type and book home sessions there, and their claim lines go to the payer as 12 (Home) instead of as an office visit at your center. It is always coded 12, and it has no address of its own because each session happens at that client's address, so it adds no pin to the map and nothing to drive times.
Choosing a type for a location now fills in its usual place of service code: 11 for an ABA center, 14 for a group home, 03 for a school and 12 for Client homes. You can still change it, except on Client homes. The Checked in away warning on a billing line now points you to your Client homes location.
2026.10.47 Released October 6, 2026
The practice Owner now appears on the Staff list like everyone else, so an Owner who also works with clients can be found, filtered and opened. The Owner never shows under Needs a manager, and the Owner's record no longer offers buttons that do not apply to the Owner, such as Deactivate.
We also tightened the protections around the Owner's account.
2026.10.46 Released October 6, 2026
A staff member's record now has a Devices tab showing every device they have been given, when it came back, and whether they accepted your equipment policy. Owners, administrators, directors and managers see it when your practice uses Devices.
2026.10.45 Released October 6, 2026
Adding a staff member now offers every role, including BCaBA, Payroll, IT, Intake Coordinator and Office Coordinator, each with a one line description. Role names read the same everywhere: a staff profile shows Intake Coordinator rather than a code, and the Staff list can be filtered by any role, Owner included.
On the Notifications page, an announcement sent to all roles now reaches every staff member. The role pickers there used to leave out Payroll, IT and both coordinator roles.
The family portal now always shows its light design. The dark version that followed a parent's device settings is gone.
2026.10.44 Released October 6, 2026
The Locations page now tells you when a location's place of service code looks wrong for it: a group home not coded 14, a school not coded 03, a center coded 12 (Home), or a location with no code at all. Each claim line takes its code from the session's location, so a wrong code there goes to the payer on every line billed at that place. Owners, administrators, directors, managers and office coordinators see the note on the list and on the location itself. Open the location and edit its details to fix it.
A billable line now gets a Checked in away warning when the staff member's EVV check-in for that session was more than half a mile from the session's location, and that location is a fixed site such as a center, school or group home. It usually means a session in a client's home was booked at the center, so the claim would go out as an office visit. Book that session at a location coded 12 (Home) and revalidate the line.
2026.10.42 Released October 5, 2026
Your practice can now put a referral form on its own website. Families, doctors and schools fill it in without an account, and each referral arrives in Referrals at New with Website as its source. Turn it on under Settings, Referral form. There you choose who new referrals go to, write a line about who you serve, and copy a link or the code to place the form inside one of your pages. When the same family sends it twice, it is added to their open referral rather than making a second one.
Each practice sets the most referrals the form takes in a day, 25 to start. After that the form asks people to call you, and whoever is told about new referrals hears about it once that day.
Assigning a client to a staff member, or ending an assignment, after 6 PM now dates it today in your practice's time zone. It used to be dated the next day.
2026.10.41 Released October 5, 2026
The CMS-1500 you print from a claim is now built from that claim's own lines, the same ones sent electronically. A supervising BCBA's time prints on its own line next to the technician's, and a claim with more than six lines continues on a second page instead of leaving lines off. The service dates come from the claim, so there is no month to pick.
Each line on a claim now uses the place of service code set on its location, so a session in a client's home goes out as 12 and one at school as 03. The place of service in the billing submission wizard is now used only for a location with no code. Before you submit claims, check that each location has the right code under Locations.
In the phone app, with its next update: every kind of alert lands in its group, with a new Clinical section for medication alerts and clinical action items. On Android the app no longer asks for access to your photos and files. Attaching a photo opens the system photo picker, which does not need it. On a form, a running Duration timer now counts up on screen every second.
2026.10.40 Released October 5, 2026
In the phone app, with its next update: if your practice has not signed its Business Associate Agreement yet, the app tells you so and says who can sign it. An owner or administrator gets a button that opens the agreement on the web. Before, the app opened to empty screens.
When you deactivate a staff member, they now come off their clients' care teams that day. Reactivating them does not add them back, so assign them to their clients again if they return.
When you add a staff member, you can now pick the clients they start with in the same step. It shows to anyone who can edit clients.
A person you give a session to, from the move window or the Day Board, now gets a billing code. They could be saved without one.
EVV visits now carry the service code of the person who worked them. A BCBA supervising beside a technician was reported on the technician's code.
2026.10.39 Released October 5, 2026
When you drag a session on the schedule to a time when someone on it is already with another client, the session now stays where you dropped it and a window opens. It says who is booked and with which client, and offers to give the session to someone who is free or to move it to an open time nearby. You can also change the other client's session instead, but only by choosing that yourself. Before, the session went back to where it was.
When a fix changes two sessions, both are saved together or neither is, and one Undo puts everything back.
Universal search now finds referrals, by name, referral code, or the guardian's name, email or phone. It shows them to the roles that can see referrals, in practices that use Intake.
On a staff member's and a location's Overview tab, the cards are evenly spaced, and a staff member's NPI shows once.
2026.10.38 Released October 5, 2026
A Multi-Select answer on a saved report now lists the options that were ticked, on the screen and on paper. It used to read Yes whatever was chosen.
Data collection answers on a form, such as counts, timers, trials, intervals, task analysis, prompt levels and ABC records, now read as words on a saved report and on its PDF.
A Date and time answer prints with the time it was written. The PDF printed it several hours early.
A form with a group list question that links the report to a client now saves. It could refuse with "Client not found".
In the phone app, with its next update: a Date and time question keeps its time, where the app kept only the date. Data collection questions record answers the same way the web does. Likert and Slider questions have their own controls, a Number question saves a number, and a choice from a group list is saved by name, as on the web.
2026.10.37 Released October 5, 2026
The exclusion screening page now shows the last time each list finished updating. Before, an update that started and stopped partway still counted as the latest one, so a list could look current when it was not.
2026.10.36 Released October 5, 2026
The daily check of your staff against the federal SAM.gov exclusion list now finishes. Since October 3 it had been stopping before it saved anything, so SAM.gov results were not being updated. No other part of exclusion screening was affected.
Messages no longer offer the /tableflip, /unflip, /lenny and /disapprove commands.
2026.10.35 Released October 5, 2026
On the Workload page and on My team, a supervision contact now counts once it has happened, the same as on the Supervision page. The Contacts column shows the contacts so far against the BACB minimum and how many more are booked, for example 1 of 2, 16 more booked. A technician reads Met only once the contacts have happened. With a contact still to come, they read On pace.
Workload's minutes now say what they count. Supervision booked includes sessions still to come and your meetings and indirect work, with the time already held under it. The supervision plan card counts only your share of your clients' supervision, and says it is booked toward their targets.
When a phone sends a clock in or clock out again after losing its connection, ABAVault now accepts it instead of refusing it, so you and your manager no longer get a false "not accepted" notice.
On forms, an instruction box shows its title above its text again.
2026.10.34 Released October 4, 2026
A branching rule on a Yes / No question, or on a question with its own list of choices, now has you pick the value from those choices instead of typing it. A rule that can never work says why in red under it, for example when a choice was renamed after the rule was made or the question it watches was deleted. The form cannot be saved until the rule is fixed, and saving names the rule and opens its question.
Print hidden questions as blank now shows only on a form that has a branching rule, since nothing can be hidden on any other form. A question mark beside it explains what it does, on and off.
When you fill a form from Documentation, dropdowns that list a client's care team, a location's staff or a similar record now show their choices. Recent choices in a dropdown are now remembered for each person.
On the PCM Log, the Place code key under the table lists the rooms of the location you picked, and with no location picked, Place offers rooms any home has.
Pages now line up the same way across the app, with the title the same distance from the top and from the sidebar. The Program library and Company documents no longer change each other's layout, and the Clinical page shows its date as Oct 4, 2026.
2026.10.33 Released October 4, 2026
On the Supervision page, a contact with a technician now counts once it has happened. The Contacts column shows the contacts so far against the BACB minimum and how many more are booked, for example 1 contact (2 needed), 16 more booked. A technician reads Met only once the contacts have happened. With the hours booked and a contact still to come, they read On pace.
The Records tab and the printed monthly record now hold only supervision that has happened, and the tab says how many entries are booked later in the month. A record printed partway through a month says the date it covers up to.
In the form builder, a long form no longer leaves empty space to scroll past at the bottom of the page.
We also fixed how some lists are kept when a different person signs in on the same browser.
2026.10.32 Released October 4, 2026
A form can now print details ABAVault already has, so nobody types them again. Add a From the record field and choose what it prints: the client's date of birth, funder, member ID or diagnoses, the session's date, times, service code and units, the clinician and their credential, or the supervising BCBA. Add the standard note header puts sixteen of these at the top of a form in one click.
Session data prints the data taken in that session and no other: a row for each target with the trials, the percentage independent, the highest prompt used and the target's status, then each behavior as a count or a time. Session graphs print a graph for each target across its recent sessions, with this session's point drawn larger. The person writing the note sees the session's data while they write, on the web now and on the phone after its next update.
These details are looked up when the note is submitted and signed, and kept as they were. If data reaches the session after that, the note says how many points arrived late instead of changing. A reviewer can correct a session, clinician or supervisor detail on one note, with a reason, and the note shows what was changed and by whom.
Each authorization can now name its supervising BCBA, and session notes print that person. Notes under an authorization with nobody named print the client's primary BCBA. The authorization import takes a Supervising BCBA column.
Printing forms and notes is now limited to owners, admins, directors, managers, BCBAs, BCaBAs, billers and compliance staff.
We also tightened who can see some parts of a client's record.
2026.10.31 Released October 4, 2026
When a PCM Log's Place lists the rooms of a location, the printout shows the room's short code in the Place column and keeps the form's own code key underneath, laid out like the paper form.
In the form builder, the Advanced settings of a table column now fit the settings panel. Long choices end with an ellipsis instead of running off the edge.
On the Supervision page, the figures at the top now filter the tables under them. When an owner, admin or director logs supervision for someone else, they choose which BCBA held it.
2026.10.30 Released October 4, 2026
The Supervision page is rebuilt around the month you are in. The This month tab lists your technicians and your clients with the ones falling behind first, the BCBA who owes the supervision, and the minutes still to book. Behind is judged against that BCBA's pace for the month, so nobody reads as behind on the second of the month. Each technician row also shows whether the month has the BACB's contacts: two contacts, one of them individual, and one with a client. Plan opens the same planning window as My caseload, and Log records a meeting or indirect supervision.
The Records tab lists every supervision entry in the month, the ones counted from sessions and the ones logged by hand. You can print one technician's monthly record, or the whole practice's month with a page per technician, on your practice's letterhead. The supervision targets have their own Settings tab. A BCBA sees the people they supervise and only the clients where they are a BCBA.
We also tightened who can see parts of a client's record. Technicians see these parts only for clients they work with, and no longer see a client's insurance, medical history or outside providers.
2026.10.29 Released October 4, 2026
A client's supervision minimum is now 10% of their direct therapy hours, up from 5%, and the client card calls it the standard minimum. Practices whose client target was 5% now have 10%, and a practice can still set a higher one. The BACB's 5% for each RBT is unchanged.
The Indiana Medicaid and MassHealth compliance checklists now check each client's monthly supervision against the payer's own rule. Indiana asks for 1 hour for every 8 technician hours. MassHealth asks for 10%, and at least 1 hour in any month with 10 or fewer therapy hours. There is also a new Centene checklist: 2 hours a week or 10% of therapy hours, whichever is more, but never more than 20%. A practice turns it on for its Centene plans.
Form dropdowns that list another staff member's records now follow the same access rules as that person's screens.
2026.10.28 Released October 4, 2026
A dropdown on a form can now list your practice's own records instead of choices you type in: your clients, your staff or your locations, or a list that belongs to an answer above it. Pick a client, and the next question lists that client's medications. Pick a location, and the next one lists its rooms. You set this up under Advanced, at the bottom of a question's settings in the form builder. Technicians only see lists for clients on their caseload, and nobody sees a list they couldn't already open somewhere else in ABAVault.
The PCM Log in the template library now asks for the location at the top, and Place lists that location's rooms. At a client's home, leave the location blank and Place offers the place codes like before. Rooms can also have a short code, such as K for Kitchen. The table shows the code, and the legend under it gives the room's name.
The Clinical page now measures supervision against your practice's own target as well as the 5% minimum, and supervision months follow your practice's time zone. A BCBA's supervisees are the technicians on clients where they are a BCBA this month, plus anyone they supervised this month. A BCBA who also holds a leadership position gets the leadership view on Supervision.
In the phone app, these dropdowns arrive with the next update from the store.
2026.10.27 Released October 4, 2026
When you write a job posting, the dialog now shows what the U.S. Bureau of Labor Statistics found the role is paid where the location is, what you pay your own staff in that role, and the minimum wage there. The range you post is still yours to set.
Each staff member's page now shows who they report to, with a suggested BCBA for technicians, and Owners, Admins and Directors can see everyone who still needs a manager.
2026.10.26 Released October 3, 2026
Auto-fill drafts only the people who regularly work a session slot, and keeps a supervising BCBA as the supervisor.
On a payer's Billing codes tab, a code whose billed rate is lower than its contracted rate is now marked, with a note explaining that claims charge the billed rate.
When you import clients, each insurance policy is saved with the payer's name exactly as your payer list spells it, even when the file uses different capital letters or spacing, so billing and form rules find the payer.
2026.10.25 Released October 3, 2026
A form assignment rule limited to a payer, such as Medicaid, now applies when staff clock in and out. Before this, those rules were skipped and only rules for every payer showed up.
The payer is the client's primary insurance on the date of the session, the same payer the claim goes to. A client with no primary insurance on that date only gets rules set to every payer.
2026.10.24 Released October 3, 2026
On a payer's Billing codes tab, Save now writes only the codes you edited. Each keeps its modifier and notes, and the rate history of codes you did not touch stays as it was.
2026.10.23 Released October 3, 2026
Removing a payer on the Insurance page now takes it off your list. It is no longer offered for new client insurance or authorizations, and anything that already names it keeps it. To add it back, find it in the payer library and click Add; the rates you had set come back with it.
2026.10.22 Released October 3, 2026
Editing a form assignment rule now also works when a location it names was permanently deleted from the recycle bin. The location shows as removed and can be unticked, as it already did for a location moved to the recycle bin.
2026.10.21 Released October 3, 2026
On a Health First Colorado payer, the Billing codes tab now has a button that fills your contracted rates from the rates Colorado publishes for ABA codes. Your billed rates stay as you set them, and each change shows in the code's rate history with the state's file named.
2026.10.20 Released October 3, 2026
A printed CMS-1500 now prices each line from the rates you set for that payer, on the date of each session. If a code has no rate for the payer, the form tells you which code and payer to fix instead of printing a charge.
If you leave a billed rate blank, claims now bill at the contracted rate instead of zero.
2026.10.19 Released October 3, 2026
Unbilled lines in Billing now show a Flagged word warning when the session note uses a word your practice flagged. The line's details name the word and link to the note, so you can return the line before it goes on a claim.
When a parent or sponsor holds a client's policy, electronic claims and the CMS-1500 now name that person as the insured and the client as the patient. Claims for clients who hold their own policy are unchanged.
A form assignment rule limited to a location you have since deleted can still be edited. The location shows as removed and can be unticked.
2026.10.18 Released October 3, 2026
Form assignment rules can now be limited to a location. A rule set to one of your centers applies only to sessions held there, so each center can require its own forms. Rules you already have still apply at every location.
The forms a staff member is asked to complete when they clock out now follow your rules exactly. Before this, a form could appear after a session it was not meant for.
The payroll summary now shows how many people are paid below the minimum wage, and marks each of them with their hourly rate and the rate where they worked.
Importing clients from another system or a spreadsheet now brings in who holds each insurance policy (a parent or the client), so you don't re-enter it.
On the Flagged words page, Add word is now the main button and every column can be sorted.
2026.10.17 Released October 2, 2026
Owners, admins and directors can now keep a list of flagged words in Settings, Flagged words. These are words your payers reject, such as "coping" for Medicaid. Each one can have a suggested replacement and a short reason. When someone writing a session note, treatment plan or progress report uses one, a warning appears under the box with your suggestion. Submitting asks once whether to fix it or submit it anyway. Nothing is blocked.
A note submitted with a flagged word shows a Flagged word badge in Documentation, and the note itself says which word was used and where, so the reviewer can return it or approve it.
When you add insurance or a new client, the form now asks who holds the policy. A parent's or sponsor's details, including their Social Security number, go on that policy instead of the child's record, and the client's own number is labelled Client's own SSN.
2026.10.16 Released October 2, 2026
Payroll now checks each person's pay against the minimum wage where they worked that pay period, including the higher city rates in Denver, Edgewater and the City of Boulder. If your practice has no state set, it uses the state your locations are in. Each rate now changes on the day it takes effect, and every state's rate has been brought up to date.
In Settings, Travel and mileage, you can tick Use the IRS rate. Each trip is then paid at the IRS rate in force on the day of the trip, 76 cents a mile since Jul 1, 2026. A practice that set its own rate keeps it, with the IRS rate shown beside it.
The federal salary level for the overtime exemption on the payroll settings page now shows the figure in force, not one from a 2024 rule that was set aside.
2026.10.15 Released October 2, 2026
Statements, invoices and receipts made in ABAVault now write dates with the full year, such as Sep 2, 2026, and the statement table fits on the page with every entry type written out in full.
2026.10.14 Released October 2, 2026
The Overtime analysis report in the Visualizer now uses your practice's overtime settings and your state's rules, and counts overtime week by week the way payroll does. It used 8 hours a day for every practice and compared the whole date range with 40 hours, so a 30 day report could show many times more overtime than was owed.
In the setup wizard, the Payroll & HR step saves again when Bi-weekly is chosen, shows the settings you saved before, and leaves daily overtime empty so your state's rule applies. The line under the field says what that rule is.
2026.10.13 Released October 2, 2026
In the family portal, a statement and each payment made online can now be downloaded as a PDF on the practice's letterhead, for an FSA or HSA claim or the family's own records.
Statements, invoices and receipts made in ABAVault now list each charge under Charges and show the right balance due. Before this release they could show charges as payments and nothing due, and a receipt's total counted charges as money collected.
2026.10.12 Released October 2, 2026
The family portal now follows your phone or computer's dark mode setting.
Text, buttons and form fields in the family portal are easier to read, and dates such as immunizations now read Mar 14, 2026.
2026.10.10 Released October 2, 2026
In the family portal, opening a statement now shows the lines it is made of, each with its date: the family's share of each session, copays, payments from insurance, the family's own payments, and any adjustment the practice made.
Forms a family fills in through the portal now keep their answers as a draft while they type and bring them back when the form is opened again, so a long form does not have to be finished in one sitting.
2026.10.9 Released October 2, 2026
When you import authorizations, one that has already started and is still running, with no units used or units remaining in the file, now gets its own warning naming its start date. It would otherwise import with every unit still available, so the schedule would show more units left than the payer will pay for. Add Units Used or Units Remaining and upload the file again.
In the family portal, the billing pages now have a Print button.
2026.10.8 Released October 2, 2026
Copy week now checks the client's authorization before it copies. If the copied sessions would take a client past what their authorization approved, it asks first and lists each client and code and how many units over. Copy anyway copies the week, and Go back copies nothing.
Approving an auto-fill draft asks the same question. Approve all approves every draft it can first, then asks once about the ones that would go over.
Every booking that would go past an authorization now asks before it saves, wherever it is made: the session form, the calendar, the Day Board, Copy week and Auto-fill. Booking anyway is noted in the activity log.
In the family portal, the schedule groups sessions by month and shows the last 60 days of past sessions, with a button for earlier ones. The calendar shades days already past. On Home, the Join button for a telehealth session appears 15 minutes before it starts. Signing a document ends with a confirmation, and the electronic signing disclosure opens inside the portal instead of a new tab.
2026.10.7 Released October 2, 2026
In the family portal, families now see your practice's name and phone number wherever the portal asks them to contact you, and on their Account page. The number shown is the main phone number ABAVault has for your practice, so check that one is filled in. On a phone, Billing and Announcements have moved to a menu button at the top of the screen, which shows a dot when there is a new announcement.
On the Progress page, goals that are mastered and now in maintenance or generalization count as mastered, and goal statuses read in plain words. A session you cancel within two weeks of today now shows as Cancelled on the family's schedule instead of disappearing from it.
2026.10.6 Released October 2, 2026
When you pick a billing code for someone on a session, each code on the client's authorization now shows how many units are left after this session. Under the code, a short summary shows the units already billed, the units on sessions already scheduled, what this session takes, and when the authorization ends. The authorization counted is the one that covers the session's date, so a session booked into the next authorization period is counted against that period.
When 10% or less of the approved units would be left, the summary turns amber. When a booking would go past what the authorization approved, it turns red, and saving asks you to confirm with Book anyway or Go back. You get the same question when you drag or resize a session on the calendar or change staff on the Day Board. Booking anyway is noted in the activity log.
The codes for the staff member's role are listed first. A client with no insurance on file no longer gets a warning that the session cannot be billed.
Page names and labels across the web app now read in sentence case. Day Board, My Vault and Visualizer keep their capitals. The phone app gets the same change with its next update.
2026.10.5 Released October 1, 2026
Who to call, under Staff, is now for Owners, Admins, Directors and HR, and all of them see everyone in the practice. Each number is a button you can tap to call, labelled with the person's first name, or with the emergency contact's name and relationship. On a computer there is a copy button beside each number. You can search by part of a phone number to see whose it is, show only the people with no phone or no emergency contact on file, and filter by location. If the list does not load, the page says so and lets you try again. The printed call sheet now says who printed it, and you can open the page by typing "who to call" into search.
Managers, BCBAs and Office Coordinators no longer see Who to call. The same change covers staff custom fields limited to roles that see staff contact details, and the home city, state, zip code and work state filters in staff reports.
A staff phone number entered with a country code or an extension is now saved in one form, so the number on screen is the number your phone dials.
On a client's record, the message after you save or delete something now names it, for example the payer and member ID for insurance. Every save message shows a thin bar while it is on screen. On the phone app, saves show a message at the top of the screen; that arrives with the next app update.
A spreadsheet import can be up to 40 MB, and a file that is too large or in the older .xls format now says what to do instead of showing an error.
2026.10.4 Released October 1, 2026
The stars for how well a staff member suits a client are now a Fit Score, shown as a percentage. It is green from 80%, amber from 50% and red below that. When you schedule a session, each person's score and the note about them appear under their name.
Owners, Admins and Directors can now block a staff member from a client. A blocked person can never be scheduled with that client: they are grayed out when you schedule, and auto-fill, callouts and reassigning skip them. Only Owners, Admins and Directors see the reason for a block.
The schedule now checks for a client being booked twice when you drag or resize a session on the calendar, the same way it does when you edit a session in its window.
Across the web app, saving or deleting something now confirms with a message in the corner. When something fails, the message says what failed, and problems you need to fix show inside the form. Many more lists can be searched, sorted and paged, status text is darker and easier to read, and the side menu shows an arrow when there is more below. Purple is gone from the colour coding; on the phone app that arrives with the next app update.
When a practice is deleted, the certificate of destruction is now one page in plain words and says how many sign-in accounts were deleted.
2026.10.3 Released October 1, 2026
On a client's Graphs tab you can now add a phase change or an event from the graph itself. Click the graph on the day it happened and choose which one, or use Add phase change or Add event above the graph. A phase change marks a change to the teaching plan, and By phase breaks the line there. An event marks something that happened, such as an illness or a school break, and the line runs straight through it. An event can go on that one graph or on every graph for the client.
Everything drawn on a graph is now listed under it, where you can sort it, search it and remove what was added. A key under the graph says which line is which, and it is included when you download the graph as a picture. Owners, Directors, Managers, BCBAs and BCaBAs can add phase changes and events; everyone who can see the graph sees them.
The dates along the bottom of a graph, and the date shown when you point at a session, could read one day early. They now show the right day.
2026.10.2 Released October 1, 2026
A form that needs approval is now approved by a signature. In the form builder you choose who signs: the client's BCBA, the person's supervisor on the Org Chart, or any reviewer. The person filling the form out can sign it too. The badge on the form reads Signed approval.
The Forms page shows each person only the forms they can fill out. Hidden forms move to their own section at the bottom, which only Owners, Admins and Directors see. Each card says how often the form was filled out in the last 30 days, so two forms with similar names are easy to tell apart. Search now reads a form's description too, so typing a CPT code finds the note that mentions it, and you can sort the list and page through it. Hide, Copy and Delete are now in the form builder, next to the form they act on. In the Template Library, a template you already have says In My Forms.
In the form builder, a field you drag tilts as you lift it and settles into place, and you can undo a drop.
More of what people open in a client's record is now recorded in the activity log.
Smaller fixes: the schedule's Copy week and Auto-fill menus open toward the side of the screen with room, and the logo in the sidebar keeps its shape.
2026.10.1 Released October 1, 2026
Each report now keeps the Print questions the branching hides setting its form had when the report was submitted. Changing that setting on a form later changes how new reports print, never the ones already written. Every report written before Sep 30, 2026 prints its hidden questions blank, the way it always did.
A half width field placed on the left or the right takes half the line again. For a short while it showed as a quarter.
2026.09.178 Released September 30, 2026
A form's PDF and report now leave out the questions the branching hid, and a hidden Section with all its fields, so they show only what was asked. If you would rather they print, with the hidden questions left blank, tick Print questions the branching hides in the form's settings.
In the Form Builder, Preview has a new PDF view beside Desktop, Tablet and Phone. It shows the printed copy of the form as it stands, on your letterhead, with any answers you typed in Preview. Nothing is saved.
2026.09.177 Released September 30, 2026
A Calculated Field now asks what you want it to work out: the time between a start and an end time, a total, how many questions were answered Yes, how many were answered, an average, a percent, or 15 minute billing units. You pick the questions by name. It can also count the lines in a log, or total one of its columns. A session that starts at 10:00 PM and ends at 2:00 AM counts as four hours.
You also choose how the result reads: a number with a word after it, hours and minutes (1 h 25 min), a time of day, a percent or money. It reads that way on the form, on the saved form and on the PDF.
Imports can now bring in documents: a folder or a zip of PDFs and pictures, filed on each client as imported records. A staff import can hold its invitations until you switch over, and send them later from Previous imports. After an import, What came across shows what happened to every row of the file. Reports from other systems that put a title and dates above the column names are read correctly. The rows of a file uploaded for an import are deleted 30 days after the import, and its counts are kept.
2026.09.176 Released September 30, 2026
The Form Builder has a new Section in its Layout group. It is a box: drag fields into it, and give it a branching rule to show or hide every field inside at once. A field in a hidden section is not asked for, even if it is required. Staff see the box on the form. On the phone and in the family portal it reads as a heading with its fields under it.
Moving a field now lifts it off the form. The other fields move out of its way, and an outline shows where it will land when you let go. Hold Shift to trade places with another field instead, or press Escape to put it back.
A field's width is now picked from pictures: Full, Half or Quarter, and then which half or which quarter it sits in. Point at a choice to see where the field would go before you pick it.
2026.09.175 Released September 30, 2026
Dynamic groups have new rules. For staff: hours worked this week, time off today or coming up, a time off request waiting, a staff tag, supervision received this month, and whether someone has signed the current version of a policy or the handbook. For clients: preferred staff, staff needed with a tag, no signed progress report in a number of days, a treatment plan ending soon or no current treatment plan, no completed assessment in a number of days, and a document waiting for the family to sign.
Each new rule is offered only to roles that can already see that information, and a staff tag limited to managers or HR is never offered.
Group rules that use the fields of your own record types work again.
2026.09.174 Released September 30, 2026
In a Fill-in Paragraph, every required blank now has a red star after it, so staff can see at a glance which ones they have to fill.
When you write a Fill-in Paragraph, you can make words or a whole blank bold, italic or underlined. The finished note keeps the formatting on the report and in the printed PDF.
A blank's choices can be put in any order: drag a choice by its handle, or press Alt with the up or down arrow. Tick Staff can type their own to add Other to the list, so staff can write in an answer that isn't there.
The import wizard can now bring in parents, guardians and other contacts for clients already in ABAVault.
2026.09.173 Released September 30, 2026
A room can now change and keep its past. Open a room on a location's Overview and use Add a change to say what it is from a given day, earlier or later: a therapy room until March 30, then an office from March 31. The room's History lists each period with its dates, and you can correct or remove one.
Each room also has a Clients can be here setting. Set it to No for a room clients are never in, such as an office. Dynamic groups can use it too. When you add a room, you can choose the day it came into use, including an earlier one.
A confirm window asked from inside another window, such as removing a room, now shows on top so you can answer it. Before this, it could be hidden behind the window that asked.
The import wizard now recognizes client and staff files exported from other ABA practice systems and fills in the column matching for you. You can also import your payer list. A file uploaded under the wrong kind of record is now refused instead of imported into the wrong place.
In the Form Builder, every form is now full width, and fields can be full, half or quarter width. Preview shows desktop, tablet and phone sizes, shows each label once, and hides questions that the branching rules hide.
2026.09.172 Released September 30, 2026
Every location now has a Rooms list on its Overview. Add the foyer, the bathrooms, the kitchen and each therapy room, sensory room or classroom, and give each one a type. When a room is no longer used, set it to Retired: it stays on older records and is left out of new ones.
Owners and Admins can add their own fields to rooms, such as capacity, under Settings, then Custom fields. The same page has a new Record types tab for any other list your practice keeps under a client, staff member or location, such as the vehicles at a center.
Dynamic groups can look at rooms and record types too, so you can build a group of every location with a sensory room.
In a group rule, yes or no conditions inside a record, such as whether a medication is a psychotropic, can now be set to No as well as Yes.
In the form builder, a table's column names are now typed right in its header cells, and so is a heading over a group of columns. The + Column button in the last header cell adds a column, and removing a column offers Undo.
2026.09.170 Released September 30, 2026
You can now add your own fields to client, staff and location records, for things ABAVault does not track on its own, such as a funding program, a preferred shift or transport notes. Owners and Admins add them in Settings, under Custom fields. A field can be text, a number, a date, yes or no, or a pick list, and you choose which roles can see it.
The fields show in a Custom fields card on each record's Overview, where anyone who can edit the record can fill them in. Dynamic groups can use them too, so you can build a group of every client on one funding program.
You now type a form's words right on the form in the middle of the builder, where staff will read them: a question's title, its helper text, the hint inside an empty box, a section's heading, a Fill-in Paragraph and the body of an Instructions block. The panel on the right keeps the settings.
The choices of a Dropdown, Single Choice or Multi-Select are typed on the form too, one per line. Press Enter for the next one, or paste a list to add one choice per line. The same goes for a Likert scale's words, the targets and steps of the ABA data fields, a Prompt Hierarchy's levels, and ABC Data's antecedents and behaviors. A Likert scale's words and ABC Data's antecedents could not be changed before.
Removed a choice by mistake? The message that says it was removed has Undo.
Save now asks you to fix a question with no title, or a choice that is blank or listed twice.
Leaving the builder with unsaved changes, by its Back button, the menu or your browser's back button, now asks first.
2026.09.169 Released September 30, 2026
Dynamic groups have many more ways to choose who belongs. Clients can be picked by the location that serves them, who is on their care team, their primary BCBA, their payer or payer type, how much of their authorization has been used, cancellations, programs and medications. Staff can be picked by the location they work at, the clients they serve, their caseload, who they report to, hire date, payer enrollment, goals, billed hours and session notes still to write. Where you already have the values, such as your locations, staff and payers, you pick from a list instead of typing.
A rule can also look inside a client's records, one at a time: a medication by name and dose, a program and its targets, an authorization or a family contact. Name a client in the rule and each list shows only that client's records. The medication list shows every medication your clients take, and you can type any other name.
A few group rules were matching the wrong people: "contains" on gender, "is not" on role and location type, staff who had never signed in, and two certification rules used together. They now match what they say.
On a client's profile, a language or ethnicity you typed in yourself now shows after you choose it.
In the Form Builder, the helper text under a question is plain text again. After 2026.09.168 it opened a full formatting toolbar in the settings panel, which crowded out everything else. Instructions and section descriptions still take formatting and pictures. Helper text that was already formatted still shows that way on the form until you change it.
If a form fails to open in the builder, you now see a message with Try again instead of an empty form. Before this, saving that empty form could replace the real one.
In the builder, the PCM Log's table shows as a full table with its codes underneath, and scrolls sideways when it is wider than the screen.
You now move a question by dragging the handle at its top right corner, or with Alt and the up or down arrow key. Clicking inside a question no longer unselects it. If you delete a question, a message offers Undo for a few seconds.
2026.09.168 Released September 29, 2026
You can now add a picture to the instructions, a section description or the helper text under a question in the Form Builder, such as a diagram of body positions or a photo of how a room should be set up. Use the picture button in the editor. The picture shows where you put it: on the form, on the phone, in the family portal and on the printed copy.
Pictures belong to your practice and only show on your forms. Answers to a Paragraph question still take text only.
2026.09.167 Released September 29, 2026
In the Form Builder, instructions, section descriptions and the helper text under a question now use the same editor as announcements, so you can add bold, lists, headings and links. They show formatted on the form, on the phone, in the family portal and on the printed copy.
A Paragraph question has a new setting, Allow formatting. Turn it on and staff write their answer with the same buttons, and it prints the way they wrote it.
A blank in a Fill-in Paragraph can now take its choices from one of your groups, such as your staff at one center or a list of reinforcers, instead of choices you type in.
The settings panel on the right of the Form Builder can be dragged wider, and it opens wider by itself when you select a field you write in.
Families filling in a form in the family portal now see the instructions and helper text you wrote. Until this release they saw only the heading.
2026.09.166 Released September 29, 2026
Nothing changed in how you use ABAVault in this release. It is groundwork for the next update to the Fill-in Paragraph field in the Form Builder.
2026.09.165 Released September 29, 2026
If your practice requires staff to sign in with Microsoft, Google or Okta, your staff no longer see a password box on the sign in page. After they type their work email, they see only the button for your practice's sign in. You, the owner, still see a password box as well, so you can always get in.
The next version of the phone app will ask for your work email first, the same way the website does. Signing in with Microsoft, Google or Okta is not ready in the app yet, so staff at practices that use one of those should keep using ABAVault in a web browser for now.
2026.09.164 Released September 29, 2026
People signing in to ABAVault for the first time are no longer asked to choose a support PIN before they can start, on the web or in the phone app, including phones that have not been updated yet. The PIN is only used when you call ABAVault support, and anyone who wants one can still set it on their Profile page.
2026.09.163 Released September 29, 2026
When someone's password is refused at sign-in, the Audit trail now records it, with the reason and the device. Open the Audit trail under Settings and filter to Sign-in refused. It records attempts only on people who have an active account at your practice, so a mistyped address elsewhere leaves nothing there. Family portal sign-ins are recorded the same way.
After several wrong passwords in a row, sign-in for that person pauses for up to 15 minutes. During the pause the sign-in page used to say the password was wrong, even when it was right. It now says to wait 15 minutes and try again. The phone app says the same from its next version.
2026.09.162Released September 29, 2026
The email a new staff member gets when you add them now shows the start of the first sign-in video with a Watch the video link under it, the same way the welcome email for a practice owner does. If your practice signs in with Microsoft, Google or Okta, that email shows the same preview.
2026.09.161 Released September 28, 2026
Nothing changed in how you use ABAVault in this release. It is maintenance to how AI drafting connects to the models it uses.
2026.09.160 Released September 28, 2026
If your practice requires staff to sign in with Microsoft, Google or Okta, the Add Staff Member page (Add staff, under the + button in the corner) no longer asks you for a temporary password. The person gets an email with a one time sign in link instead, good for 14 days, the same as when you invite them from the Staff page. Those practices do not accept a typed password, so an account made on this page could not sign in until now.
If your practice gives access through Microsoft, Google or Okta groups, the page says so and asks you to add the person to a group instead.
2026.09.159 Released September 28, 2026
Everyone now starts on a dashboard made for their job. Technicians see their sessions and the notes they still owe. BCBAs see their caseload and which technicians are behind on supervision this month. HR sees credentials and time off waiting for a decision, IT sees devices past their return date, and intake coordinators see referrals by stage. Owners and directors keep the view of the whole practice.
Owners, admins and directors can change the dashboard any role starts on, under Settings, then Dashboards. A change reaches new staff and anyone who has not rearranged their own dashboard. You can also put everyone in a role back on it, and ABAVault tells you how many people that affects before it changes anything.
When you customize your own dashboard, the list of widgets you can add now shows only the ones your role can use.
The Pending Forms number on a technician's dashboard now counts the notes they still owe. It was counting far too many.
This release also lets ABAVault support change your practice's Microsoft group mappings when you ask in writing, and each change shows in your activity log. Announcements now reach the family portal only when you choose to share them with families. It also includes security improvements.
2026.09.158 Released September 28, 2026
The invitation email a new staff member gets now shows a short preview of the two minute video about signing in for the first time, and clicking it opens the video. Staff at a practice that signs in with Microsoft, Google or Okta see the part of the video that covers their way in.
You can still share the page itself with anyone who gets stuck: app.abavault.com/first-sign-in.
2026.09.157 Released September 28, 2026
New practice owners now see a short moving preview of the one minute walkthrough in their welcome email. Clicking it opens the video and the first week guide.
2026.09.156 Released September 28, 2026
If your practice requires staff to sign in with Microsoft, Google or Okta, the invitation email a new staff member gets now carries a one time sign in link instead of a temporary password. Before this, someone invited by email at such a practice could not get in. The link works for 14 days, and Resend Invite on their staff record sends a new one.
If your practice gives access through Microsoft groups, add new people to a mapped group instead of inviting them by email. ABAVault now tells you so when you try.
2026.09.155 Released September 28, 2026
Nothing changed in how you use ABAVault in this release. The invoices we send now print our phone number the way it is easy to remember, (888) VAULT-06 (888-828-5806).
2026.09.154 Released September 28, 2026
When you add someone to your practice, their invitation email now links to a two minute video of their first sign-in. It covers both ways in: the temporary password, where they create their own password, add two-factor to their phone, accept the terms and choose a support PIN, and Microsoft sign in, for practices that use it.
You can send the same link to anyone who gets stuck: app.abavault.com/first-sign-in. It opens without signing in.
2026.09.153 Released September 28, 2026
Nothing changed in how you use ABAVault in this release. It is maintenance to the way a new practice's subscription is set up.
2026.09.152 Released September 28, 2026
When you add a staff member, ABAVault now tells you if their invitation email could not be sent, for example because earlier mail to that address bounced. Their account is still created, so once the address is sorted out you can send it again with Resend Invite on their profile. Before, the screen said the invitation was sent either way. Resend Invite now tells you the same thing if its email does not go out.
2026.09.151 Released September 28, 2026
When we set up a new practice, the owner's welcome email now links to a page with a one minute video and a short guide to their first week: signing in, adding two-factor to a phone, the setup wizard, importing from a spreadsheet, inviting the team, and where to find help. The guide is also a PDF to download and keep.
2026.09.150 Released September 28, 2026
Progress reports now count the goals a client mastered during the report period. Before this the count read 0 on every report, and the AI draft said goals mastered during the period had been mastered before it. A goal mastered in the period prints the day it was mastered, and one that has since moved to maintenance or generalization shows both, such as Maintenance, mastered Jul 15, 2026. Reports you already generated keep what they said, so generate a new draft to get the right count.
The AI draft reads attendance more carefully too. Sessions nobody has closed yet are no longer described as scheduled, and caregiver training is counted on its own, so a missed therapy session is not reported as a missed training. It also stops crediting a phase change for a rise that happened before it.
Several places read a stored date without its year. They now read it in full:
Data collection no longer accepts a negative count, duration or interval total.
2026.09.149 Released September 28, 2026
Dates now read the same way across ABAVault: Sep 7, 2026, or Sep 7, 2026, 2:05 PM when there is a time. Before this some screens showed 9/7/2026, some showed 2026-09-07, and a computer or phone set to English (UK) swapped the day and the month.
AI drafts write dates the same way, so a progress report, a session note or an answer in AI chat no longer comes back with 2026-09-07 in it. Drafts written before this update keep what they said. Printed progress reports spell the month out in the header and on the signature line, like September 7, 2026, and graphs label their days Sep 7 instead of 9/7. On the phone app this arrives with its next update.
2026.09.148 Released September 27, 2026
If your practice requires one way of signing in, such as Microsoft, that is now the only button you see after typing your email, even if other sign ins are connected. The password box always shows too, because the practice owner can still use a password. And a wrong password now shows its error on the same screen instead of sending you back to type your email again.
2026.09.147 Released September 27, 2026
Signing in. Signing in now starts with your work email. After you click Continue, the next screen shows only the ways your practice signs in: your password, a button for your practice's Microsoft, Google or Okta sign in, or both. If your practice signs in only through one of those, there is no password box. On phones, the message asking you to type your email first no longer hides behind the keyboard.
Authorizations. A new authorization now starts on the client's primary insurance, and every authorization has to name its payer.
2026.09.146 Released September 27, 2026
Treatment plans. Plans can now hold the things payers keep asking for. On a diagnosis you can record how severe it is and whether ABA is the treatment for it. On each outside provider you can record how often the client sees them, how long a session runs, what you agreed when you last spoke and the date you spoke. On a school plan you can record the hours a week the client is at school, so a reviewer sees the hours already committed before your ABA hours are requested.
A plan now tells you what is missing row by row instead of saying a whole section is incomplete. If you drafted a plan before this release, start a new draft to pick the new fields up.
Signing in. Practices can sign in with Google or Okta as well as Microsoft.
Client billing. The Claims view on a client's Billing tab used to show every session as unbilled, including sessions still in the future. It now reads your actual billable lines and claims, so the counts are the real ones. The "Submit" and "Unlock" buttons that used to sit on that tab have gone: they only ever wrote to a table nothing read, so nothing they did reached a payer. Billing goes through the Billing screen.
2026.09.145 Released September 27, 2026
Staff goals. The metric list had two entries called Sessions completed. The one that counts sessions is now called Number of sessions completed. Sessions completed is still the share of sessions that went ahead rather than being cancelled or missed.
Mobile app. On the phone, a client's Staff and Preferences tabs now show an error with a Retry button when they can't load, instead of saying there's nothing on file. This arrives with the next app update.
2026.09.144 Released September 27, 2026
Staff goals. A new hire can now have a goal for getting their own onboarding tasks done on time. Handing a task in counts, so time spent waiting for HR to check it is never late for the new hire. A task that hasn't been done counts as late once its due date passes.
Dates. More dates now show on the right day in US time zones: date of birth and exclusion date on exclusion screening, onboarding task due dates, start date, last day and hire date, and date of birth on referrals. Dates in the family portal, including the date the terms take effect, now show the right day too.
Mobile app. On the phone, a client's Authorizations tab now shows the authorization number and units used per billing code. If the tab can't load, it shows an error with a Retry button instead of saying there are no authorizations. Dates like date of birth and authorization periods also show on the right day. These arrive with the next app update.
2026.09.143 Released September 27, 2026
Staff goals. A goal that tracks itself can now follow 25 measures instead of 5. For notes and data, that means notes still waiting to be submitted, average days to submit a note, and days and sessions with data recorded. For sessions: direct service hours, billed hours, sessions completed, on-time clock-ins, sessions with both a clock-in and a clock-out, caregiver training sessions, and EVV visits with no exceptions. For BCBAs: supervision given, supervision contacts received, progress reports and treatment plans signed, progress reports signed on time, and assessments completed. And for everyone: credentials expiring in the next 30 days, and required company documents signed.
The Metric list is now grouped by area. For a measure where fewer is better, like notes still waiting, set the target to at most.
Dates. Dates that are a calendar day rather than a time, like a date of birth, an authorization end date or a device warranty date, no longer show one day early in US time zones. You'd have seen this on client, location and device pages, time off on My Schedule, and the session work page.
Fixed. The Credentials current goal no longer counts compliance checks that were deleted.
2026.09.142 Released September 26, 2026
Roles. Admins can now give, add and change staff roles, the same as the Owner, including making someone an Admin. An Admin can't change their own roles or the Owner's, so ask the Owner or another Admin for that. HR still adds and edits staff but can't change roles.
Staff. If a role change on the Position History card is refused, the message now says why instead of a general error.
Support. ABAVault support can now correct a staff member's role for you when you call. For a role that gives more access, like Admin, we'll ask for your support PIN first.
2026.09.140 Released September 26, 2026
Visualizer. There's a new Skill acquisition report in the Visualizer store. It shows how many trials, sessions and days your targets take to reach mastery, and how many trials are run per session. You can show the average or the median, and group it by location, month, client, BCBA, staff member, domain, data type, mastery criterion or program type.
How it counts. Practices count this differently, so the choices are yours. A target can count at the location or with the staff member who ran most of its trials, or be split by where each trial ran. Counting can start at the first data point or after the baseline date, and you can include skill acquisition programs only or every program type. In treatment now lists the targets still being taught, with how many have already taken longer than your mastered targets usually do. A saved view keeps the choices you made.
2026.09.139 Released September 26, 2026
Attendance. Staff, client and location pages now have an Attendance tab. It holds the attendance summary that used to sit on the Sessions tab, and a calendar of the month with each day coloured by what happened: attended, late, called out, a no-call no-show, missed by the family, or time off. Click a day to see its sessions.
Attendance points. You can now turn late arrivals, early departures, callouts and no-call no-shows into points under your own policy. Points are off until you switch them on, on the Attendance points tab of the HR page. You decide how many minutes late earns how many points, what a callout and a no-call no-show are worth, how long points count for, and the thresholds at which HR and managers are told. Managers can confirm, excuse or add an occurrence, and an excuse keeps its reason. Sick absences, approved time off and leaves of absence never earn a point. A callout from the Day Board waits for a manager to confirm it, because the Day Board doesn't record whether someone was sick. Staff can see their own points on My Attendance if you choose.
Alerts. You can have staff and managers told when a session has started and nobody has clocked in, and have a client's BCBA told when the client reaches your limit for no-shows or family cancellations. Both are off until you set them.
Sessions and reports. The session record has a Report no-show button for when the family doesn't come. Cancelling a session by editing it now records who cancelled, so it no longer counts against the family by mistake. The Callout rate report in the Visualizer now counts only sessions cancelled by staff, and two new reports show attendance points by staff and attendance occurrences by week.
2026.09.138 Released September 26, 2026
Forms. A staff picker on a form can now list only the people in one of your staff groups. In the Form Builder, select a staff dropdown or a Staff member column in a table, tick Group choice and pick the group. The PCM Log in the Template Library has Group choice on for Collector, P1 to P4, Other staff involved and Incident report completed by, so on your copy you only need to pick the group. A picker with no group picked still lists all your staff.
Dashboard. The To-Do List, Notepad and Event Countdown now keep what you typed when a save doesn't go through. They say so, with a Retry button. The Notepad writes to its own note in My Vault, called Quick note, instead of whichever note you changed last. The Event Countdown shows your next countdown instead of one that has already passed, and if you have more than one you can pick which to show.
Notification rules. A rule with Toast pop-up ticked now pops up on screen when it fires. A rule with Dashboard banner ticked is counted in a banner on your dashboard. The rule form now offers form field rules with three delivery methods: In-app, Toast pop-up and Dashboard banner. Older rules of other types never sent anything, so they're now marked as not evaluated.
2026.09.137 Released September 26, 2026
Locations. You can now add staff and clients to a location from the location itself. On the Staff or Clients tab, click Add staff or Add clients, tick everyone you want, set the start date and click Add. People already at that location aren't listed. Staff placed at a location from their Scheduling tab now show on the location as well, marked Scheduling.
New staff. Adding a staff member now has a Locations step, where you tick every location they work at and mark one as primary. When you hire a candidate, the job posting's location starts ticked, and a candidate who accepts an offer online is added to that location.
2026.09.135 Released September 25, 2026
Storage. Every practice now gets 250 GB of storage, or 10 GB for each client record if that is more. Discharged clients still count, because their records are kept. Settings shows your allowance, and the total now counts every kind of file you store, including staff documents, Files, receipts and device documents. If the total can't be worked out when you open the page, it says Not measured instead of showing a number.
Single sign-on. Signing in with Microsoft, Google or Okta now shows in the activity log and as a person's last login, the same as a password sign-in.
Reliability. We also fixed how the service recovers from an unexpected error.
2026.09.134 Released September 25, 2026
Single sign-on. If your practice signs in with Microsoft, your Microsoft groups can now decide who has an ABAVault account and which role they have. Choose which group gives which role, preview what would change, then turn it on. New people get a welcome email, and anyone you remove from every mapped group loses access. It stays off until you turn it on. The practice owner, an admin or your IT contact can set it up under Settings, Single sign-on. Okta groups are coming.
Authorizations and reports. An authorization now shows its payer everywhere it appears, including the claim form, the authorization list and reports. The note lag report's average now reads correctly.
Recycle Bin. A treatment plan draft you delete now appears in the Recycle Bin, so you can restore it.
Security. We tightened account recovery and a few permission checks.
2026.09.132 Released September 24, 2026
Announcements, company documents and help. A code block in an announcement, a company document or one of your practice's own help articles now keeps its formatting when you save. Before this release it was saved as ordinary text. Inline code, such as a client number written in code style, keeps its look too.
2026.09.129 Released September 24, 2026
Forms. Each line of the PCM Log now records one technique: a transportation code (1 person or 2 person) or an immobilization code (vertical or horizontal), never both. Tapping a code in one of those columns clears the others, and a line with none of them cannot be saved. Sheets saved before today keep their lines as they were.
2026.09.120 Released September 23, 2026
Signed agreements. Settings, Agreements can now list other documents we ask your practice to sign, beside the Business Associate Agreement, the Master Subscription Agreement and the Trial Addendum. Before you sign one you can open the blank copy and read it. Once we have your signed copy, View and Download give you that copy.
AI. Draft progress reports now have their own switch in Settings, AI Assist, with a line that lists everything a report sends to your AI provider. It is off to begin with, so if your practice drafts progress reports with AI, an owner needs to turn it on again. The authorization number is no longer sent. It still prints on the report.
2026.09.119 Released September 23, 2026
Signed agreements. We sign the Business Associate Agreement and the Master Subscription Agreement with each practice on paper. Once we have your signed copies, we upload them, and the practice owner can view or download them any time under Settings, Agreements. Each one says whether it is your signed paper copy or our record of the signature.
The first step of the setup wizard now says the agreements are signed on paper and waits there. It used to show a signature box that could not be used. Your account unlocks as soon as we record your signed copies.
Getting started. A new practice owner who had just chosen a password was shown a blank page instead of the step to set a support PIN. That page loads now.
Smaller changes. Settings, AI Assist now lists everything each AI feature sends, including dates and staff first names where they are used.
Billers and other roles without clinical access can open a client's record again. Parts of the page they cannot see no longer blank the whole thing.
2026.09.118 Released September 23, 2026
AI chat links open the record. When an AI answer points you to part of a client's record, the link now opens it. Click it and the right tab opens, with the chat still beside the record.
The full AI chat page now names the client a chat is about, using your practice's client display setting. On a chat about a client it no longer says it has no access to clients, and the note under the message box lists exactly what is sent to your practice's AI provider.
A chat about a client sends your AI provider the client's first name and their progress figures, and nothing that identifies their record. That is what the AI settings page says it sends.
The Use AI button in search no longer goes missing after you are signed out and sign back in, and switching an AI feature on in Settings takes effect without reloading the page. The AI settings description for answers from documents now says correctly that a file attached to a client's record is never read.
Search and help. The quick search box (Ctrl+K) shows your pinned help articles before you type anything. The explanations on the Clinical page are in plain English now: Dose delivered says units are counted from billed session lines, with voided and denied ones left out, and why the Visualizer's authorization report can show a different figure. In Settings, Import data, each record type now shows how many you already have in ABAVault.
Treatment plans. Treatment plans now include each goal's baseline, medical necessity rationale and teaching procedure, which were printing blank. If you started a draft before this release, start a new one to pick them up.
Smaller fixes. Phone numbers on printed documents and PDFs, on My Schedule and in the setup wizard are formatted as (720) 555-0100, whatever format they were saved in. Buttons for things your role cannot do no longer appear and then fail, including deactivating and deleting a client, ledger entries and payments, a location's operating costs, the Compliance tab, the org chart and deleting from the schedule.
The immunization card shows the next due date as a date. Every label on a client's record is now tied to its field, so a screen reader reads it and clicking a label puts you in the field. Some tiles, chips and borders that were drawing with no colour, mostly on the dashboard, now show it. The DTT graph footer and the printed progress report use plain words instead of internal ones.
In the family portal, a shared file opens in a proper window with a close button you can see. And a privacy improvement in how our servers record requests.
2026.09.117 Released September 22, 2026
Three fixes to the AI chat panel that arrived in the last release, and two changes for families at the end. As before, the AI fixes only show if your practice has turned AI on in Settings.
You can move it and resize it. The panel opened in the bottom right corner and stayed there at one size. You can drag it by its title bar now, drop it wherever suits you, and pull its bottom right corner to make it bigger. Drag it against the right edge of the window and it pins itself to the side. Drag the title bar of a pinned panel and it comes back out as a floating window.
When it is pinned you can drag its left edge to make the rail wider or narrower, and the page moves over to make room rather than sliding underneath it.
It tells you where to go, with the actual link. Ask it where to find something for a client and it used to answer with a trail of menu names, the same trail for everybody, with a blank where the client should be. It could not do better than that, because it had the client's figures but was never told which client they belonged to.
Now it knows, so it gives you the link to that client's record and the tab you want, and you can click it. It uses your practice's client display setting, so if your staff see a code rather than a name, that is what it says.
Search offers to help sooner. The Use AI button in search only appeared once you had typed five characters, which meant a short question showed nothing at all and looked as though the feature was missing. It shows up after three now. As before, nothing is sent and nothing is spent until you press it.
Adding a caregiver asks about earlier documents. If a client already has documents shared with their family and you add another caregiver, you're asked whether the new person should see those documents too, or only ones shared from now on. Choosing only new ones doesn't take anything away from the people who already have them.
Documents open inside the family portal. When a family member opens a shared PDF, it now opens inside the portal instead of a new browser tab, with buttons to download or print it. Pictures open the same way. Other kinds of file still download as before.
2026.09.116 Released September 22, 2026
The AI changes here only appear if your practice has turned AI on in Settings. The last section is about sharing with families and does not depend on AI.
AI chat opens beside your work instead of taking you away from it. Opening AI chat used to send you to its own page, so asking a quick question cost you whatever you were reading. It now opens as a panel you can pin to the side or leave floating, and it stays with you as you move around, the same way messages already do.
Ask AI about a client now says which client. The panel opens next to the record with the client's name at the top. The name follows whatever display setting your practice uses, so if your staff see initials or a code, that is what shows here too.
Ask about the same person next week and it picks up the conversation you already had, with a New chat button next to it when you want to start fresh. A chat is always about the one client it was opened for and never quietly changes to somebody else.
Underneath the name are a few suggested questions worked out from what is actually on that record. Pressing one fills in the question for you. It does not send it, so you can change it first.
Search can answer a question. Type a question into search and there is a Use AI button. It answers from your own published policies and procedures, your employee handbook, and the help articles, both ours and any your practice has written. The answer cites what it read so you can open the source and check it.
Before this there were two different AI buttons on the search page that behaved differently, and the search box at the top had none at all. There is one button now and it works the same in both places.
It only reads what you are allowed to read, so two people asking the same question can get different answers. That is correct rather than a fault. Nothing is sent until you press the button, so typing costs you nothing. If nothing in your own documents covers the question, it says so plainly rather than guessing.
Reading your documents is a separate switch. There is a second setting that lets the same question also read documents your practice has uploaded. It is off unless you turn it on, and it never reads anything attached to a client's record. Files on a client are left out completely.
Send an approved form to the family, and choose who gets it. When you approve a form on a client's record, ABAVault now offers to share it with the family straight away. You choose who gets it: everyone linked to the client, or only the people you pick.
Caregivers don't see shared documents automatically. Each one needs Shared documents turned on in their access, on the client's Family Access tab, which also gains an Immunizations switch. If you pick someone who doesn't have that access yet, the list tells you before you send. You can send anyway, and they'll be able to open it once you turn their access on.
The caregivers who can open it get a short email saying a new document is waiting in the family portal. The email doesn't name the document or include it.
2026.09.115 Released September 22, 2026
Supervised hours were being measured against the wrong total. The percentage each of your direct therapy staff had received was worked out against every hour they had ever worked, not the hours they worked that month. On one full time technician that is the difference between 153 hours and 689, so the percentage came out several times smaller than the real one and nobody could have met it.
Two other things were wrong in the same place. The Workload page showed zeros in every column whatever the month held, and no target was being applied at all, so the time still to deliver always read as none. All three are fixed, and every practice now starts with a target for RBTs and BTs set at the BACB floor rather than with no target until somebody sets one.
If you have looked at a supervision percentage in the last few months and it seemed impossibly low, that is why, and the number you see now is the right one.
My caseload. A new page in the sidebar for anyone who delivers supervision. Your clients, the technicians assigned to each of them, and who is short this month, ordered by what needs attention soonest rather than by the largest number.
It tracks the whole requirement rather than the percentage alone. Two contacts a month, at least one of them one to one, and at least one where you watched the person working with a client. Somebody can be above the percentage on meetings alone and still not have met the rule, and that now reads as Hours met, contacts not with the outstanding item named, instead of quietly showing green.
The schedule offers sessions you could join. If you supervise, the schedule now lists sessions already in the diary where joining would close a gap, grouped by the person who is short, and one click adds you as supervisor. It offers sessions that already exist rather than asking you to make a new block, because watching somebody work with a client is what the requirement asks for. It never offers a session you are already booked against.
Where somebody also needs a one to one contact, it says so and says plainly that joining a client session will not satisfy that, because a one to one has to be its own meeting.
A reminder while the month can still be fixed. Twice a month, on the fifteenth and the twenty fourth, anyone supervising gets a note naming who is behind and by how much. Nothing after the twenty fourth, because a reminder about a month you can no longer change is not worth sending. Leadership gets one summary near the end of the month rather than two.
Your agreements with ABAVault. Practice owners can now read and download the agreements their practice has signed with us, from Settings.
2026.09.114 Released September 21, 2026
Remaining authorization units now count what you have actually billed. The units remaining figures on the schedule, the session screen, a client's authorizations and the authorization reports were worked out from a number recorded when the authorization was first entered, so they sat still while you billed against them. They are counted from your billable lines now, so they go down as sessions are billed.
Billing also warns you when a line takes a client past their approved units. That warning is stored on each line at the moment the line is created, edited or revalidated, so lines already waiting in your billing queue keep the flag they were saved with until you revalidate them.
Two more panels on Clinical. Dose delivered shows units delivered against units authorized for every authorization running today, one row per billing code. A code with nothing delivered against it says so in words rather than showing zero percent.
The one row per code is the point. A client can be getting every hour of their direct therapy and no parent training at all, and if the codes are added together that averages into a respectable looking number. Parent training is the code a payer asks about at reauthorization, so it gets its own line.
Beside it, Expected by now is simply how far through the authorization you are by the calendar. It assumes an even spread, so it is a guide and not a target: a practice that front loads a new client will read ahead of it and be right to.
Caseload by BCBA is for owners, directors and managers. It groups the same clinical load by the BCBA of record, sorted so the person with the most unattended work is at the top rather than the person with the most clients.
Dates on the Clinical page. Due dates showed as a long machine readable timestamp instead of a date, and the "what needs attention as of" line at the top could show tomorrow's date to a practice in a timezone behind the server. Both are fixed, and the date at the top is your practice's date now.
2026.09.113 Released September 21, 2026
There is a new Clinical page for owners, directors, BCBAs and BCaBAs. It answers one question: what needs a clinician this week.
It shows targets a rule flagged overnight, targets in treatment that nobody has collected data on lately, targets still sitting in baseline, progress reports and plans and authorizations coming due, each supervisee's supervised share of their hours against the 5 percent floor, and how many targets reached mastery this period compared with last.
A BCBA lands on their own caseload. A director or owner lands on the whole practice and can switch. Every row opens the client it is about.
Every number on the page says what it counted, in a sentence underneath it, because these are the figures that end up in a reauthorization packet and they should not need explaining twice.
Two of these have no home anywhere else in ABAVault today. A target nobody is running never fails a mastery rule, it just sits there, and it still goes on the treatment plan. The same is true of a target that has been in baseline since spring.
The sidebar is shorter. The pages you use every day stay at the top, and the rest are sorted into four groups, Care, People, Money and Places, that you open when you need them. Settings for the whole practice, such as Modules, Printing and Permissions, have moved out of the sidebar and onto the Settings page as cards under Your organization.
A few pages now say what they are: Plan and Billing is Subscription, Payments is Family payments, and Activity Log is Audit trail.
Notification settings only offer Email where email is sent. Everywhere else that column shows a dash instead of a switch. Nothing you were receiving changes: those switches never sent anything, and a few of them arrived switched on, which made the screen look like email was covering things it was not. Phone and in app alerts are unchanged.
2026.09.112 Released September 21, 2026
The three counts at the top of the Family disclosures page were counting some forms twice. A form past its deadline was counted under Overdue and again under the middle count, so one late report read as two things needing attention.
Each form is now in exactly one of the three. The middle one is called Still in time, because that is what it means: not shared yet, and not late yet. Overdue is the other half. The two add up to everything you still have to send.
The filter below the counts is unchanged. Not shared yet there still covers both, late or not, which is usually what you want when you are working down the list.
2026.09.111 Released September 21, 2026
Some forms have to be put in front of a family within a set time of the thing they describe. An injury report is the usual example. Until now nothing in ABAVault knew that: you could share a report with a family, and nothing noticed when you had not.
There is now a Family disclosures page under Reporting. It lists every form that had to reach a family, whether it got there, and how late it is if not. Overdue rows sit at the top whichever column you sort by. Three counts across the top tell you what is overdue, what has not been shared yet, and what is waiting on a family to confirm.
The clock starts when the event happened, not when the form was filed. An incident report written two days after the incident is already overdue when you submit it, and the page says so. Measuring from the filing would have let a late report look perfectly on time, which would make the whole page worthless. Each row says what its deadline was measured from, in words, so a form that left the event time blank tells you it counted from the filing instead.
Nobody has to watch the page for it to work. The person who filed the report is told as the deadline approaches. Once it passes, the client's care team hears about it, then management daily until it is dealt with. The family is never told that something has not been sent to them.
Sharing the report is what meets the deadline. If it genuinely does not apply, you can waive it with a reason, and the reason stays on the record. You can also extend it, with a reason. A deadline can only move later, and the page keeps the date it moved from. There is no way to edit a deadline directly, which is the point.
You choose which forms this applies to, form by form, in the form builder, and how many hours each kind of form gets in Settings. Nothing is switched on for you. A staff injury report is still an incident report and it is not a family's business, so arming a form is always a decision somebody makes.
BCBAs and BCaBAs can now share with families. Before this only Owners, Admins, Directors and Managers could, which meant the person who wrote the incident report could not put it in front of the family.
Families can confirm they received something. Where you ask for it, a shared document moves into the list of things waiting on the family until they type their name. The wording says plainly that it confirms receipt and does not mean they agree with what it says.
A graph you publish to a family can now keep updating, instead of freezing the twelve points that were there when you published it. A parent looking at it months later was reading old data. Snapshots still exist, for when a graph belongs with a progress summary and should not change.
You also say what one point counts, in your own words. "45% of tries on her own" is a sentence a parent can act on. "45%" is not.
The chart itself is new. It has dates along the bottom, the goal line where you set one, and a percentage scale that runs 0 to 100. The old one scaled itself to whatever the data did, so a goal sitting steadily between 92 and 95 percent drew as a dramatic zigzag filling the card. That read as a child swinging wildly when nothing of the sort was happening.
Phase change markers are not shown to families unless somebody writes a family friendly label for that specific change, because the clinical label can name things a parent has not been prepared for.
Notifications have their own center now, with the things needing action first and a rail down the side by category, and the settings for what reaches you by push and email live in one place. A family message to the care team now reaches the whole team rather than sitting in a tab somebody has to think to open.
Tables work in the places you write for people: help articles, announcements, policies and terms.
2026.09.110 Released September 20, 2026
Three places were showing a date one day earlier than the one you picked. The clearest was in the Visualizer, where the caption under a chart read a range starting Sep 19 while the date boxes above it read Sep 20. The dates you chose were always the ones being used; it was the label that was wrong. Fixed in all three.
A technician's own incident reports now reach their own dashboard. The My Incidents card had been reading zero for everyone, however many reports they had filed.
Client addresses now get located by ABAVault itself. Until now a client's map only worked if whoever typed the address picked it from the suggestions that drop down as you type. An address typed straight in, pasted, or brought over from a spreadsheet had no location, so the map came up blank and said so. The server now looks up the address when a client is added or their address is changed, and anything it misses is picked up overnight.
Two things worth knowing about how that works. A street address is needed: a city and a postcode on their own would put a pin in the middle of a neighbourhood rather than at a house, and we would rather show you nothing than show a technician the wrong door. And clearing a client's address now clears their map pin too, instead of leaving it at the old address.
2026.09.109 Released September 20, 2026
A BCBA can now build a treatment plan on a client's record. Pick the period, and ABAVault assembles what it already knows: the diagnosis, the caregivers, the other providers and medications, the goals with their data, the behaviours, and the authorisation for that period. It lays it out in the seventeen sections payers ask for, in the order they expect them.
Every section says where it stands. Some are complete, some are partly filled with the missing fields named, some are yours to write, and some ABAVault cannot fill yet and says so plainly rather than leaving a blank you might not notice.
Signing locks the plan. A signed plan keeps the sections, the order and the numbers it had when you sent it, so reopening it later shows the document that went to the payer rather than a fresh rendering. A later plan replaces an earlier one, and the record always knows which plan is current.
Goals and behaviours gained the fields a payer asks for: a medical necessity rationale, a quantitative baseline with its unit, the teaching procedure, the hypothesised function, antecedents, and a severity rating.
A technician's own incident reports now reach their own dashboard. The My Incidents card had been reading zero for everyone no matter how many reports they had filed.
Clearing a value you had typed into a behaviour baseline now saves instead of failing. Document viewing was rebuilt on a newer, more locked down PDF engine.
When ABAVault support resets your two factor authentication, they now have to verify a PIN with you first. Your practice's owner or admin can still reset it for you without one.
2026.09.108 Released September 19, 2026
Open a session you worked on earlier and the note you wrote is in the box, ready to carry on. Until now the box opened empty, and typing a new line could replace what you had already written. If a note cannot be saved, the page now says so and keeps your text, and clocking out waits for the note to save instead of leaving it behind.
Data collection holds on to what you measured. If a save does not go through, the count, the trials or the running timer stay on screen so you can save them again, and saving twice after a dropped connection no longer records the same observation twice. When a client's targets cannot be loaded, the page says that instead of telling you the client has none.
Signing out now ends your session in every tab you have open, not just the one you clicked in.
A few smaller things in forms and billing. Date and time boxes that fill themselves in from the session now show the value instead of looking blank. On a daily log, switching client or day loads the right sheet even if you switch quickly, and Save lines waits until it has. A receipt opens from the ledger again. If a copay cannot be recorded, the screen keeps the amount you typed and says so, rather than closing as though it saved.
We run a check for portal payments or refunds that got counted twice. It had been skipping some records, and now it reads all of them. Nothing was counted twice.
Documents you fill in and sign are limited to 40 pages. A longer one now tells you its page count and says it cannot be used, instead of showing the first 40 pages and letting somebody sign a document with pages they never saw.
Family portal
We updated the component that displays documents in the portal, and tightened how the portal handles sign out and inactivity across browser tabs.
Signing a document now accepts names exactly as they appear on the account, including two word first names and hyphenated or apostrophe surnames. Long documents show every page rather than stopping partway.
2026.09.107 Released September 19, 2026
Dates in ABAVault now follow your practice's time zone all day long. Until now, from about 6pm in Colorado (5pm in winter), parts of the product had already moved on to tomorrow. A new form or record could fill in tomorrow's date, overdue badges turned red a few hours early, and the dashboard counted expiring authorizations and credentials from the next day.
Reports that group sessions by day or week, the date filters on a staff member's or a location's session history, and the activity log's date range now use your practice's days too, so a session that ran in the evening stays on the day it happened.
A compliance item now shows as expiring soon on its expiry date and as expired from the day after, the same way the nightly check already treated it.
2026.09.106 Released September 19, 2026
If a form is open in two places and one of them saves, the other can no longer quietly save over it. You'll see a message asking you to reload, so you can pick up the newer copy before carrying on. This works on the web now, and on phones once the next app update is installed.
When the app on a phone saves a clock in, a clock out or an EVV visit without signal and the server later turns it down, the phone now says so instead of showing it as still waiting to send. The person's manager hears about it too, or the Owner and Admins if nobody is set as their manager. This also arrives with the next app update.
The PCM Log's printed legend now lists each code in the same order as the paper log, and the table fits the page on the web.
We tightened how the product checks that the clients, staff, locations and payers a change refers to belong to your practice.
2026.09.105 Released September 18, 2026
The PCM Log now looks like the paper log. Each transport or immobilization is one row of a table, and the codes are the paper's own: tap 1, 2 or 3 for the reason, WT or 1AW for the hold, 2P for a two person vertical. Tap Now as a hold begins and ends, and the minutes work themselves out. Parent or guardian notified is on every row, as it is on paper. The legend under the table spells out every code, and it prints with the form.
Same instance adds the next row of an incident with the collector, staff, reason and place already filled in. New instance starts the next number. Rows you save turn grey and can't be changed, and a supervisor corrects one by amending the form.
Forms sent to families now show, hide and require questions by the form's branching rules, the same as forms filled in by staff.
RBTs and BTs can link a form only to a client on their caseload, the same clients they see in their client list. Forms also check more carefully that the people and places they name belong to your practice.
If you left a form open in a browser tab since the evening of September 18, reload the page before you save. A Yes/No answer from the old page is asked for again, and nothing else you typed is lost.
2026.09.104 Released September 18, 2026
The template library has a new form, the PCM Log, for recording physical assistance. It is one sheet per client per day. Staff on the client's caseload open it from Forms with Fill Out, pick the client and the date, and add a line for each transport or immobilization. A new line copies the instance number, data collector, staff and reason from the line above, and New instance starts the next number. Once a line is saved it can't be changed; a supervisor corrects it by amending the form. The PCM Log is filled in on the web for now, and the phone app will follow.
Yes/No questions now read the same wherever they were answered. Form reports show one Yes and one No for each question, where some showed true and false as separate answers. Notification rules that watch for a Yes now fire for answers given on the web too.
If you use a dynamic group that matches clients by a Yes/No form answer, check it after this release. Until now that match did not filter, so the group held everyone with that form on file. It now holds only the people who answered Yes, so the group may get smaller.
Opening an approved form and saving a Yes/No answer again from another screen no longer marks the form as amended.
RBTs, BTs and Intake Coordinators can now use Fill Out on the Forms page. It used to send them back to the dashboard. The form opens on its own page and asks which client it is about when the form links one.
New Report now follows a form's branching rules: questions a rule hides stay hidden, and a question a rule marks as required has to be answered.
Editing a saved draft on the phone app now keeps your changes. Before, reopening a draft on a phone and saving it kept the draft but dropped the edits.
In the family portal, families can now answer No to a required Yes/No question.
In the Help Center, numbered steps show their numbers again, and Back returns you to the article list. An article opened from search now shows its screenshots.
On progress reports, the written summary now knows which goals were mastered before the report period, so it no longer says no goals were mastered beside a table showing mastered goals. The first and last values in Goals and data stay on one line when printed.
2026.09.103 Released September 18, 2026
On a progress report, each goal's first and last values now show green with an up arrow when the goal moved the right way, and red with a down arrow when it moved the wrong way. This follows each goal's mastery rule, so a behavior you are reducing that falls from 40 to 20 shows green. The arrow keeps the meaning on a black and white printout. It applies to reports created from this release on.
The Since the last report section now compares with your most recent signed report even when the two periods overlap. A few labels in the report emphasis panel were also corrected: units are described as billed, and the authorization line counts each code once.
Mileage now follows the schedule. When a session is cancelled, marked a no-show, moved, copied, restored or removed, or someone comes off the roster, ABAVault works out that person's trips for the day again. Trips that someone has already confirmed or been paid for are never changed.
Pay and billing now use the code each person worked on a session. For example, a BCBA supervising inside a technician's session is paid and billed at their own code rather than the session's.
Staff compliance now counts failed, submitted and waived checks, and the status badge shows each of them by name. A failed background check used to show as Pending. The dashboard banner for certifications expiring in the next 90 days works again.
Inviting staff, hiring and cancelling sessions now follow each role's permissions. Only the Owner can give someone the Admin role, and the Cancel session button shows only to people who are allowed to cancel.
Deleting a leave policy that staff still have hours under is now refused, with a message suggesting you disable it instead. The assessment library has three placeholder grids archived and a few templates filed under clearer categories.
2026.09.102 Released September 18, 2026
Your practice can now keep its own assessment templates. A new Assessment Library page in the sidebar lists them beside the assessments ABAVault provides. To change one of ABAVault's, open it and click Make a copy to edit. You can also start a template of your own from scratch. Only your practice sees its templates. If you stop using one, archive it, and every assessment already done with it stays as it was.
Assessments can now hold standard scores. If your practice gives a published assessment outside ABAVault, you can record its scores on a template so they sit with the rest of the client's record. When you compare two administrations, each score shows as the number itself, and the change shows in points rather than as a percentage.
A line in a client records checklist that asks for an assessment can now say which kind counts. For example, a line can ask for a completed standardized assessment, so a skills grid won't tick it off. When you start an assessment, each template now shows its category by name, and archived templates aren't offered.
Billing lines now appear on their own. When the last person on a session clocks out, ABAVault creates a billing line for each staff member on it, and a line whose session note is already in goes straight to Needs Review. Before this, every session waited on the Gaps Report until someone clicked Generate. The Gaps Report also stops listing sessions as Missing Notes when the note is on file.
When a biller returns a line, the staff member now gets a notification with the reason, and the biller can send the line back to review once it is fixed. On the Claims tab, Total Collected now shows the money you have recorded. Lines you batch onto a claim leave the Unbilled Lines tab, and a Revalidate button checks a line's warnings again after you fix an authorization or a certification.
The copay ledger now reads the same way everywhere. A copay or patient responsibility is what the family owes, and payments, adjustments and write-offs bring it down. Recording a payment against a family's charges now lowers their balance on the ledger, the statement and the family portal. The Copay Ledger tab shows Total Collected, Total Charges and Balance.
Clinical graphs, the client list on a location, and the Caseload panel on the dashboard now follow each role's permissions more closely. The "How it works" guides at the top of each page have been rewritten to match how ABAVault works today.
2026.09.101 Released September 18, 2026
Your practice can now keep its own program templates. A new Program Library page in the sidebar lists them beside the starter programs ABAVault provides, and anyone who can build a client's programs can create, change and delete your practice's templates there. Only your practice sees them.
The quickest way to start is from programs you already run. On a client's Programs tab, the bookmark icon on a program saves it as a template: its goal, its description and every target that is not discontinued, with the mastery rule, prompt levels, steps and chaining. Nothing about the client is saved, so no data, no progress and no dates.
ABAVault's starter programs are read only, but you can copy one into your library and change the copy. When you click Add from library on a client, your practice's own templates are marked Your practice.
Search now only shows time off, leave policies, performance reviews, corrective actions, onboarding, expense reports, billing codes and payer enrollments to practices that have that part of ABAVault turned on.
2026.09.100 Released September 18, 2026
Two question types in the form builder were greyed out until now, and both work on the web today.
A File Upload question lets whoever fills in the form attach a PDF, a photo, a Word document or a text file, up to 25 MB each. You choose how many files a question takes and can set a smaller size limit. The files stay with the form: anyone who can read that form can open them, and nobody else can.
A Calculated Field works a number out from other answers on the same form, such as correct trials divided by total trials for a percentage. You write the formula in the form builder, which checks it as you type and lets you click a question to add it. The answer appears as the form is filled in and cannot be typed over.
On the phone, both arrive with the next app update. The phone takes photos from the camera or the library; to attach a PDF or a document, fill that form in on the web.
2026.09.99 Released September 17, 2026
A printed progress report now has an Authorization and units section. For each authorization covering the period it shows the units approved, the units billed to date, the units billed in the report period and the units remaining, for every code. The AI summary quotes those figures exactly and says when the authorization expires, so the plan for the next period has a date to work to.
It also has a Since the last report section, comparing it with the last signed report for the same client: goals added, mastered, discontinued and put on hold since then. A goal that was on the last report and is not on this one is listed too, so you can explain it before a reviewer asks.
Report emphasis replaces What to cover. Click it under the Clinical summary heading and a window opens with a slider for each part of the record, from Off to Lead with, showing what the record holds for each one. It starts at the order a payer reads a report in, and whatever you set is kept for every report you write.
Before a report is created, and again on the draft and when you sign, you now see anything in the period that is still open: sessions never closed out, notes not approved, completed sessions with nothing billed, and goals with no data. Click a line to see the dates and the people. It never stops you generating the report. Creating a report now only asks for the dates, and a Write all sections button inside the draft fills every empty section using your report emphasis, without changing anything you have written.
The form template library has been rebuilt as 26 forms covering session notes for 97151, 97153, 97155 and 97156, supervision, incidents, consents and staff records, and every consent is now confirmed with a tick box. Form field types that could not yet collect an answer are marked as not built in the form builder, and a form that holds one says so when it is filled in rather than offering a box that saves nothing.
2026.09.98 Released September 17, 2026
A contact on the Family and Contacts tab used to carry two tickboxes, "Lives in household" and "Has legal custody". Neither could say a child is with their father on alternating weeks, and an untouched tickbox looked exactly like a "no".
Each contact now has a living arrangement: lives in the home, part of the time, does not live in the home, or not recorded. Choose "part of the time" and you can say how the time is split, such as alternating weeks or every other weekend, with a line of your own beside it. Custody is sole, joint, none or not recorded, and there is room for a detail line such as which court order it follows.
Not recorded is where every contact starts and it is a real answer. It says nobody has asked yet, rather than saying this person lives elsewhere, and the contact card shows it so you can see what is still to fill in.
The AI draft of a progress report reads the arrangement, the schedule and the custody type, so a shared week is described for the payer. Your two lines of free text, the schedule note and the custody detail, are not sent to your AI provider.
You can now set how many people one supervisor should carry and how many supervision hours they should deliver in a month, under Supervision. The Workload page compares each supervisor's month against those numbers. The "How it works" cards at the top of pages show their pictures again. Announcements and the weekly finance summary now recognise somebody who holds a role through an additional position, not only their main one.
2026.09.97 Released September 17, 2026
When you draft the Clinical summary of a progress report with AI, it now reads the client's whole record for the report period: diagnoses, medications and allergies, medical history, the family and household, attendance and caregiver training, other providers and school plans, and every session note written in the period.
Click "What to cover" under the Clinical summary heading to choose Skip, Brief or Detailed for each of those topics. It applies to Write this, Add more and Rewrite on the summary. A new report's first draft covers the goals in detail and everything else briefly.
Before the session notes reach your AI provider, names other than the client's first name, phone numbers, emails and addresses are taken out. If part of the record has nothing in it, the summary says so rather than guessing.
2026.09.96 Released September 17, 2026
Printing a progress report now uses the same detailed graphs you see on the screen, and each goal's clinical note prints right under its graph. Untick "Include this graph in the printed report" under any graph to leave it off the printout.
"Write this" now asks how much detail you want: Brief, Standard or Detailed. After that, each "Add more" adds something new in a little more depth instead of repeating what is already there. The Clinical summary, Barriers and Recommendations are drafted only from the graphs you have ticked, and Rewrite replaces one of them after asking first, with an Undo straight after.
The AI draft now says which parents live in the home and any siblings who live there, with their ages, taken from the client's contacts. Their names are never sent.
Signing a report is now an electronic signature: agree to the statement and type your name as it appears on your account. The signed report shows your name, your credential and the time. Save draft now tells you when it is saving and when it has saved, and every text box has a bigger handle for making it taller, which is easier on a tablet.
2026.09.95 Released September 17, 2026
In Settings, Careers page, the preview's Phone, Tablet and Desktop buttons now show your page at those real sizes, and the preview changes as soon as you edit the introduction or switch the pay range on or off, before you save.
If your practice uses AI Assist, "Write this" next to Introduction drafts the paragraph for you, short, medium or detailed. It uses your practice name, where you are and the positions you have published, nothing else, and nothing is saved until you press Save. An owner switches it on under Settings, AI Assist.
The Unbilled Lines tab now shows every line still waiting to be billed, not just the newest ones, and payments you record are checked against the contracted rate, so underpayments show up where they should.
2026.09.94 Released September 17, 2026
Every practice now has its careers page address from the start, made from your practice name, and no other practice can take it. If you ever need it changed, email support@abavault.com; the old address keeps sending people to your page.
Having an address no longer makes the page public. Switch "The page is public" on in Settings, Careers page, when you are ready. Until then the preview there shows exactly what applicants will see, and nobody else can.
A payer's NPI billing setting now controls which NPI goes on your claims and on the CMS-1500, shared payers included. There is a new Add Location page, and you can record a claim's outcome by hand when the payer's response doesn't come through.
2026.09.93 Released September 16, 2026
The first time a family member goes to sign a document or send back a form in the family portal, they are asked to agree to receive and sign documents electronically. They open the disclosure as a PDF, then agree. Their consent is kept on record with the wording they saw.
If a family asks you for paper instead, open the client's Family Access tab and record the withdrawal. The portal will then stop asking them to sign, and tell them to get paper copies from you. You can offer electronic signing again from the same place.
When updated terms need your acceptance, the note that sat on top of the text is gone.
2026.09.92 Released September 16, 2026
Every practice is month to month, and the tools our own team uses to set up a practice's plan now say so and allow nothing else.
2026.09.91 Released September 16, 2026
Nothing changed in how you use ABAVault in this release. It is maintenance to the tools our own team uses to check invoices.
2026.09.90 Released September 16, 2026
Nothing changed in how you use ABAVault in this release. It is maintenance to the software our service runs on.
2026.09.89 Released September 16, 2026
On Plan and Billing, the month chart and the invoice history showed "Invalid Date" on every row. They show the month again.
The careers page settings now always show the three ways to share your job board, even before you have set your page's address.
The family portal is called ABAVault Family in the browser tab, in bookmarks, and on a phone's home screen when a family adds it there.
We also published version 0.50 of our Terms of Service and Privacy Policy, for staff and for families. Everyone will be asked to read and accept them once, the next time they sign in.
2026.09.88 Released September 16, 2026
Nothing changed in how you use ABAVault in this release. It is maintenance to the records we keep when a practice's data is deleted.
2026.09.87 Released September 16, 2026
Nothing changed in how you use ABAVault in this release. It is maintenance to the way our own monthly invoices are produced.
2026.09.86 Released September 16, 2026
Nothing changed in how you use ABAVault in this release. It is maintenance to the tools our own team uses to support your practice.
2026.09.85 Released September 16, 2026
If your Business Associate Agreement with us is signed on paper, the Terms & BAA step in setup now says so and lets you carry on. Before, it showed an error saying your signature had failed, which sent people back to try again.
Our invoices also read a little more plainly. The billing period says "to" between the two dates, and the line descriptions use ordinary punctuation.
2026.09.84 Released September 15, 2026
Nothing changed in how you use ABAVault in this release. It is maintenance to the software our service runs on.
2026.09.83 Released September 15, 2026
Nothing changed in how you use ABAVault in this release. It is maintenance to the software our service runs on.
2026.09.82 Released September 15, 2026
Nothing changed in how you use ABAVault in this release. It is maintenance to the software our service runs on.
2026.09.81 Released September 15, 2026
Nothing changed in how you use ABAVault in this release. It is maintenance to the software our service runs on.
2026.09.80 Released September 15, 2026
The verification exceptions list loads. On the credential verification page under Compliance, the list of staff credentials that need a person to look at them could fail to load. It now shows every failed, expiring and out of date check, and the state licences that could be verified but have not been.
2026.09.79 Released September 15, 2026
Search finds documents by the words inside them. Type a word that appears inside a document on a client's, a staff member's or a location's Files tab, and the document shows up in search. Click it and it opens right there. You only ever see documents you are already allowed to open, and a technician only finds documents for clients they work with.
Company Documents has a cleaner layout. The library, each document and the forms for adding one now look like the rest of ABAVault. While the list loads you see its outline instead of a blank page, and a PDF opens in the page instead of a new tab.
2026.09.78 Released September 15, 2026
Documents finish reading when you switch tabs. If you uploaded a scanned PDF and moved to another browser tab before it finished, the reading could stop and the file was marked as not readable. It now keeps going in the background.
2026.09.77 Released September 15, 2026
PDFs open right in the preview. Opening a PDF from a Files tab shows its pages instead of a broken page icon. Very long documents show the first 40 pages, and Download still gets you the whole file.
Onboarding documents and insurance cards are searchable as soon as they are uploaded. Documents a new hire or HR uploads during onboarding, and insurance cards added when a client is set up, now have their text read straight away, the same as files on a Files tab.
2026.09.76 Released September 15, 2026
Nothing changed in how you use ABAVault in this release. It is maintenance to the software our service runs on.
2026.09.75 Released September 14, 2026
The Family Portal has a new design. It is built for the phone first, and it works just as well on a tablet or a computer. On a computer the menu sits down the left side; on a phone it is a bar along the bottom of the screen.
Families start on a Home screen. It shows the next session, with a Join button when the session is telehealth, then anything waiting on the family: documents to sign, forms to fill in and a balance due. Below that are this week's sessions, your newest announcement, the latest message from the care team, and attendance for the last 30 days when you share it.
One tap to switch between people. A parent or guardian with more than one person in your care switches between them at the top of the screen.
Sessions is now called Schedule. Old bookmarks and links still open it.
Announcements have their own page. Closures and news no longer sit on top of every screen. The newest one shows on Home, and the menu marks new ones with a count.
Sharing works the way it did. Families still see only what you share with them. Progress appears only when you share goals, graphs, notes or attendance, and Billing appears unless you have turned it off for that family.
Dates on statements and forms show the right day. Statement periods and form due dates were sometimes shown one day early.
Our trademark notice. The sign in screens, the terms page and the Account page now carry our copyright and trademark notice.
The new logo in our emails. Our emails now show the ABAVault™ logo.
Scanned PDFs and photos are searchable. When a PDF or a photo of a document is uploaded or opened, ABAVault reads the text in it on your computer, and only the text is sent to us. A small green mark beside the file name means it has been read and can be found in search. A red mark means it could not be read, and clicking it tries again and shows you what it found.
Catch up on older documents. Owners, admins and directors have a new Document Reading page under Settings. It lists the documents you can open that have not been read yet and reads them all while you keep working, with a Stop button.
Search says when the match is in the PDF. If the words you searched for are only inside a document's PDF, the result says so, so you know why it came up.
Longer handbooks are read to the end. Pages with typed text are read in full, however long the document is. Scanned pages still stop after 20 in one go.
2026.09.74 Released September 14, 2026
The bottom of our emails is shorter. Our phone number now reads (888) VAULT-06 (888-828-5806), and you can still tap it to call.
2026.09.73 Released September 14, 2026
Every email ABAVault sends now ends with our copyright and trademark notice.
When a practice closes its account and its data is destroyed, the certificate of destruction is now emailed the same way as all our other emails, on our letterhead, with the certificate attached.
Password reset codes for the family portal now come from abavault.com, in the same design as the rest of our emails.
2026.09.72 Released September 14, 2026
Nothing in the product changed for your practice in this release.
2026.09.71 Released September 14, 2026
Nothing in the product changed for your practice in this release. It improves the emails our own support team receives about your tickets, so we see and answer them faster.
2026.09.70 Released September 14, 2026
A security improvement to how ABAVault connects to its own systems. Nothing changes in how you use the product, and there is nothing you need to do.
2026.09.69 Released September 14, 2026
A cleared check counts everywhere. A compliance check marked cleared, or one that is still valid but expiring soon, now counts in staff tags, search, scheduling suggestions and staffing warnings. Before, some of those only counted checks marked completed, so a qualified staff member could look unqualified.
Opening the Compliance page no longer changes a failed or waived check. A failed, waived or submitted check keeps its status, and a cleared check now shows as expired once its expiry date has passed.
2026.09.68 Released September 14, 2026
Compliance checks show their real status. Opening an older compliance check to edit it now shows the status it actually has, such as Completed, instead of showing Pending. You can also change it to Pending when you need to.
Compliance and certification dates show the right day. Some dates on a staff member's Qualifications tab, and in the check that runs before scheduling, were shown one day early. They now show the date you entered.
Client names in the EVV exceptions queue. The queue shows each client's name the way the rest of ABAVault does, following your practice's name display setting, instead of an internal record number.
2026.09.67 Released September 14, 2026
Import staff certifications. You can bring BCBA, RBT, CPR, state licence and other certifications into ABAVault from a spreadsheet, expiry dates included, instead of typing each one in. Rows are matched to your staff by work email or employee number. If a certificate is already on file, the import updates it rather than adding a second copy, and the preview shows what will be added, what will be updated and what needs fixing first.
Edit a compliance check and see what is on file. When you open a background or registry check to edit it, every saved field is there, including the date submitted, the reference number, the provider and the result. If you clear a field and save, it is cleared.
EVV visits keep their check-in. When a phone is offline, its check-out can reach ABAVault before its check-in. The check-in used to be lost when that happened, and the visit never went to your state aggregator. Now it is added to the visit when it arrives.
A clearer EVV exceptions queue. Rejected visits show the aggregator's reason next to each code, and the EVV compliance report counts every exception under its own code. Check-outs are also tied to the staff member and session they belong to.
2026.09.66 Released September 13, 2026
Company Documents. Your employee handbook now sits with your policies and procedures in one place, called Company Documents. Each document has a type (handbook, policy, procedure or other), and you can add one by pasting the text, reading it from a PDF, or writing it in the app.
Choose how firmly each document is signed. For any document you can decide not to ask for signatures, to ask and send reminders, or to require a signature within a number of days you set. Anyone who has not signed a required document by then is asked to sign before carrying on, but is never stopped from clocking out or finishing a session note. You can give one person more time.
Find documents by what is inside them. Search now looks inside your documents, including the text of PDFs you upload. People who manage documents can find every document, drafts included. Everyone else finds the documents that apply to them.
The Company Documents page fits your screen. It uses the full width of a laptop or desktop and works on a phone.
2026.09.65 Released September 13, 2026
Policies and procedures come with every plan. The policy library, where you keep your written policies and procedures and see who has signed each one, no longer needs the Compliance package. Every practice has it now.
Your data export includes signed policies and your handbook. When you download everything your practice holds, the export now includes every version of your policies and your employee handbook, and who signed each one and when.
2026.09.64 Released September 13, 2026
Every invitation says how long its password works. Invitations to join your practice, the welcome email for a new practice, and Family Portal invitations now say the temporary password works for one day. Each one also says who to ask for a new one if it runs out before it is used.
Invitation passwords are harder to guess. Temporary passwords in staff invitations are now generated the same secure way as every other password we issue.
2026.09.63 Released September 13, 2026
Every email has a cleaner design. Account emails, invitations, sign in codes and Family Portal messages now share one layout: the ABAVault logo at the top, codes and temporary passwords in their own clear boxes, and our email address and phone number at the bottom. The wording has not changed. Your inbox also shows a short preview of each email next to the subject line.
Your practice logo shows up in family emails. If your practice has uploaded a logo, Family Portal emails show it above your practice name. Some mail apps were showing a broken image in its place, and that is fixed.
2026.09.62 Released September 13, 2026
Reset emails say how long the password works. When your password or authenticator app is reset, the temporary password in the email works for one day. The email now says so, and tells you who to contact if it runs out before you use it.
Invitations expire after a day too. The temporary password in a new invitation to ABAVault also stops working after one day. If someone opens theirs late, they will need a new one.
2026.09.61 Released September 12, 2026
Reset emails show you where to go. When your administrator or our support team resets your password or your authenticator app, the email has a button to the sign in page, the web address written out underneath, and short steps for what happens next. If it was your authenticator that was reset, the email also says you will sign in one more time after scanning the new code, so that extra step does not look like something failed.
You have longer to finish signing in. Each sign in step, including setting up two factor authentication, now stays open for 15 minutes. It used to be 3.
Skip to dashboard in the setup wizard goes to the dashboard. If you had just signed your agreement, it used to drop you on the next setup step instead.
2026.09.60 Released September 11, 2026
Most of this release is repair. We ran a security review of the whole product and, while we were in there, checked every database query the app makes against the real database. A number of them could never have worked, and had not since the day they were written. If one of these has been annoying you, it was not you.
Recording a payment against a claim failed every time. So did recording a self-pay payment, and editing a billing code in the shared library. All three now work.
Claims and support tickets never showed up in search. You could type a claim number into the search box and get nothing back, because that part of the search was failing silently rather than telling anyone. Both are searchable now.
Deleting a group did not warn you when something still used it. The check that was meant to say "this group is used by a form rule" never ran, so it never stopped you. It runs now, and it will refuse the delete and tell you what is using it.
Deleting a client would not let you get as far as the safety check. The screen that confirms a client has no open claims, no balance and no live authorization before anything is destroyed was failing to load. It loads.
Overdue onboarding tasks now notify a manager. The nightly check that was meant to do it had never once run to completion.
Staff requirement sets can be scoped to a role. Creating one that applied to particular roles failed. Same for payer credentialing requirements.
Security. The review found problems and we have fixed them. Connections to ABAVault now require modern encryption, and every ABAVault site sends a fuller set of browser protections.
Terms and conditions now prompt properly on a phone. If the terms changed, the app could let you past without asking. It asks, it shows you how far through the document you are, and it no longer forgets for the rest of the session if the check fails once.
Uploading a photo from an iPhone works. Larger photos were being rejected before they reached us.
Alerts on the phone are grouped by kind, each group can be put away or marked read together, and you no longer get a notification for the conversation you are already reading.
The desktop view on a tablet stays, but the app stops putting you in it without being asked. You choose, and it remembers.
2026.09.59 Released September 9, 2026
Copying a form did not work, from the day the feature was written until this release. Copy produced no copy, and no error either. It works now.
Sign a document with a finger or a stylus. A signature box on a document used to ask you to type your name. Tap it and a pad opens, so a parent can sign on a phone the way they already can on a form. Typing still works if you prefer.
Document field settings now do something when you fill the form in. Last release stopped them being dropped when you saved. This one makes them show up on the other side. A transparent field lets the box printed on your paper show through, with a faint outline while you are filling it in so you can still find it. A field with a digit count draws that many boxes, nine for a social security number. A dropdown tied to a group reads the group each time the document is opened, so the choices follow the group instead of a copy taken months ago. Date and time fields can collect just one or the other.
You can zoom while placing fields, between 50% and 300%, which helps on forms with small boxes like an I-9.
Form Inbox is now Documentation. Same page, better name. Forms holds your blank forms, Documentation holds the filled in ones: session notes, incidents, supervision logs. Old links still work.
Basic Information runs across the client page in columns instead of one tall list, so there is less to scroll past. School and plans has its own section rather than sitting beside it half empty.
Checkboxes in a few places were a different size from the ones next to them, because they were the ones your computer draws rather than the ones we do. When Copy or Hide fails on the Forms list it now says why instead of doing nothing, which is how the copy failure above went unnoticed for so long.
2026.09.58 Released September 9, 2026
Every unchecked checkbox was drawing a tick. On the dark theme that was a plainly visible white check mark sitting on a box nobody had ticked, everywhere in the app, so a form could not be read for what was selected. On the light theme the same mark was there and happened not to show. Radio buttons had it too. Both are fixed.
Referrals with a guardian convert to clients again. Converting a referral that had a guardian on it failed, and in testing most referrals have one, so intake stopped at its last step. That is fixed.
The Billing page was showing garbled characters next to Member IDs and authorization numbers you had overridden. Those read "(edited)" now.
Client details edit in place. The Basic Information card on a client edits the way the staff record does, without a window opening over the top, and the read only view sits in two columns so there is less to scroll past.
Form builder field options save. The Transparent and Digits settings on a field were being dropped when you saved the form, so they never stuck. They stick now.
Some labels on the client record showed two asterisks instead of one. Rule set names had stray dashes in them. Both tidied up.
2026.09.57 Released September 9, 2026
Form fields were white text on a white background in dark mode. If you use the dark theme, some fields were unreadable until you selected the text. Fixed, along with a wider sweep of colours on the forms screens that were close enough to look deliberate and were not.
Sticky headers work now. They were doing nothing anywhere in the app, because of how the page scrolls. Long tables keep their column headings in view as you scroll.
Every Wi-Fi network now shows a join code. Scan it with a phone camera to connect, instead of reading a password out loud.
2026.09.56 Released September 9, 2026
A file attached to a support ticket never reached us. It was dropped in the browser on its way out, with no error shown, so the ticket arrived and the attachment did not. That is fixed.
The same fault affected uploading a document template and uploading a policy, so those are fixed as well.
Typing in a dialog no longer throws your cursor onto the close button. Any dialog you can dismiss, with a box to type in, was rebuilding itself after every keystroke and moving focus away from what was being typed: one character, and the caret was sitting on the button that discards the whole thing. It was found on the document upload window and affected every dialog of that shape.
Opening a dialog now puts your cursor in the first field you are meant to fill in, rather than on the close button.
Password and two factor resets reach the right account. A reset started by support could land against the wrong sign in record, so it reported success while the account it was meant for was unchanged.
Authorizations are called authorizations. They had been shortened to "auths" in several places, which is fine said out loud and confusing on screen.
2026.09.55 Released September 9, 2026
Every step that offers a template now offers it as Excel or CSV, in setup and in the full import wizard, and both take either back. Excel is listed first because that is what you open anyway, and a workbook that comes back as a workbook never meets the "save it as CSV UTF-8" step that used to turn accented names into question marks.
Every column in the Excel templates is set to text, so a client ID like 0012 keeps its leading zero instead of turning into 12 on the way back.
Imports can be much bigger. Up to 25,000 clients or authorizations in one file, 5,000 locations, and files up to 40 MB. Most practices will never see those numbers, which is the point: splitting an export into pieces was a step that went wrong.
Staff imports are capped lower, at 2,000, because every row sends an invitation email and we would rather those went out in a sane batch.
A few smaller things. The setup wizard's templates no longer suggest values the app will not accept, which was quietly costing rows. And validation of a large file is a great deal faster, so a big import no longer looks like it has stopped responding.
2026.09.54 Released September 9, 2026
The import wizard takes Excel files now, not only CSV.
Most practices export from their old system as a spreadsheet, and until now the answer was to open it and save it again as a CSV first. That step is easy to get wrong, and getting it wrong was how accented names ended up as question marks. Send us the workbook instead.
There is an Excel template to start from as well. Every column in it is set to text, so a client ID like 0012 keeps its leading zero instead of turning into 12 on the way back.
A few things it handles that a CSV never had to. Dates come across as dates rather than as five digit numbers. A column built from a formula brings its answer. If your workbook has more than one tab, the wizard tells you which one it read, so you are never guessing.
If you have an older .xls file, it says so and tells you the one thing to change in Excel.
Updated terms of service and privacy policy, for both staff and families. The family version now describes the location recorded at the start and end of in-home visits, which most state Medicaid programs require, and says plainly that nothing is tracked between those two moments. It also corrects an old line about text messages: ABAVault does not send them, and if that ever changes you will be asked first. Everyone will be shown the new version to accept the next time they sign in.
2026.09.53 Released September 8, 2026
The import wizard now shows you every column in your file, including the ones it is not using.
That was the gap. The screen listed our fields and asked you to point each one at a column of yours, so a column in your export that nothing was reading simply did not appear. You found out after the import finished. Now there is a list of exactly what is going nowhere, and you can place any of it without going back to the spreadsheet.
You can bring across your locations and your team, not only clients. Four things now, and the wizard puts them in the order that works: locations, then staff, then clients, then authorizations. It tells you what to do first, because staff are matched to a location by name and authorizations are matched to a client, so importing them out of order quietly loses those links. Everyone on a staff import is emailed an invitation with a temporary password, the same as adding them by hand.
A client brings a lot more with them. Insurance payer, member ID and group number. The primary diagnosis. Intake and discharge dates. Preferred name, second language, whether an interpreter is needed. Up to three contacts each, with who is an emergency contact, who may collect them, and who has legal custody. And your existing client IDs, so your numbering carries over and your old reports still line up. Nothing goes live until you have seen the preview, and any import can be rolled back afterwards.
When something is missing you get one thing to fix, not four hundred. If a billing code is not in your library yet, that used to be an error on every row that used it. Now it is one line telling you what to add and how many rows are waiting on it, with a link to the page where you add it.
Files that used to fail quietly now say what is wrong. A spreadsheet saved in the wrong format used to import accented names as question marks. It is refused now, with the one setting to change in Excel. An address containing a line break no longer shifts every column after it.
The family portal asks you to confirm you are 18 or older when you accept the terms. Portal accounts are for adults, whether you are the person receiving care yourself or a parent, guardian or caregiver. The terms have always said so. Now the portal asks.
Setup wizard fixes. Adding a staff member from the setup wizard now works. Every role you can give somebody appears in the list. The location and staff templates no longer suggest values the app will not accept, and the Payroll step only ticks itself off once you have set a pay period.
2026.09.52 Released September 8, 2026
ABAVault will not show client information until your practice has signed its Business Associate Agreement.
That agreement is what makes it lawful for us to handle your clients' health information on your behalf. It is a HIPAA requirement rather than a setting. Until now the app pointed you at the signing page and trusted you to go there.
Now it holds the door. If your practice has not signed, an owner or an administrator is taken straight to the page where they can sign, and everyone else sees a short note saying what is needed and who can do it. The family portal is closed the same way, because that is where information reaches people outside your practice.
If your practice has already signed, none of this is visible to you.
Signing takes effect straight away. Sign the agreement and the next page you open is the product. There is nothing to wait for and no need to sign out and back in.
The Terms of Service link on the family portal sign-in page now opens the caregiver terms, instead of a page that was not there.
Signed documents record the right details. When somebody signs a document you sent them, we keep a record of the signature. The network address in that record was being taken from our own servers rather than from the person doing the signing, which made that part of the record worth nothing if a signature were ever questioned. It now records the signer. Records written before this release carry the server's address, and all of them were made in our own test practices.
2026.09.51 Released September 7, 2026
You can now take a form you built in ABAVault and drop it straight into your own website.
Publishing a form already gave you a web address to send people to. That works, and sometimes it is not what you want: a family filling in a referral form should stay on your site, on your page, looking at your design, not get handed off somewhere that looks like somebody else.
So a published form now hands you plain HTML. Copy it out of the console under Forms, then On the website, then Copy form HTML, and paste it into your page. It carries no styling of ours, so it picks up whatever your site already looks like. Answers land back in ABAVault exactly as they do today.
Two things about it worth knowing. The markup is built from your form as it stands right now, so if you add a question later, copy it again and the new question is in there. And it works on any page you own, not only on a page we know about.
A form on a website does not ask anyone to sign it. Published forms were ending with a box asking for your full name as a signature, which is right for a consent form a parent is signing and wrong for a signup form on a web page. It read like a medical document when it was a contact form. That box is gone. Signing a real document is untouched.
Every answer on a published form is checked for health information. If somebody types a child's details into a box that was meant for a question about their practice, we turn it away before we store any of it, and we tell them which question to rewrite. That check now covers every answer on the form rather than most of them, including the free text boxes, which is where it matters most.
Families can download the document they signed. A caregiver who signs something in the family portal can now save a copy: the document as it was worded when they signed it, on your letterhead, with their signature and a certificate showing when it was signed and how they were identified. Until now the record existed and only your practice could see it. A signature the signer cannot get a copy of is a record you keep about them.
Required fields are marked with a star, on the form and in the HTML you copy, so nobody fills in a form and finds out at the end that they missed something.
2026.09.50 Released September 7, 2026
Eleven pages did not fit on a phone screen.
The heading area at the top of eleven pages did not wrap. On a phone that squeezed the page description into a strip about as wide as your thumb and twenty lines tall, pushing everything else off the screen. Two tables, on Compliance and Referrals, ran off the side and cut their last column in half.
Both are fixed, and nothing on a desktop moved. We checked that by photographing every page before and after at both sizes rather than by looking at the ones we changed.
They were found by opening every page at phone size and photographing it, rather than by a report. They had been there a while.
The rest of this release is our own plumbing.
2026.09.49 Released September 7, 2026
Nothing in the product changed in this release. One thing happened that was visible inside the app, so it is written down here.
For a short period today, a form belonging to us appeared in the shared Form Library. It was called "ABAVault beta application" and it is the form we use to sign up practices interested in trying new things early. It is ours, it was never meant to be there, and it is out again.
Nothing else was affected. The form was empty, no client information was involved, and no other form changed. A copy of it can be deleted; it does nothing.
It happened because we built a way to publish our own forms and used the same setting that shares a form with every practice. Those are now two different settings, which is the actual fix.
The rest of this release is our own housekeeping.
2026.09.48 Released September 7, 2026
Until today, a fault in the family portal was shown on the screen and recorded nowhere. An error opening a document or a progress page stopped there. Nothing reached us, so a fault could sit unnoticed until somebody thought to mention it.
That is fixed. If a page in the family portal fails now, it is recorded and it reaches the people who can act on it. What we record is which practice it happened in, which page, and what went wrong. Not who was using it and not what was on the screen.
Nothing else in this release changes anything on screen. The rest of it is our own paperwork: we are moving our own application forms into ABAVault instead of running them on someone else's service, and our release process now covers a second server that runs the scheduled work.
2026.09.47 Released September 7, 2026
Nothing in the product changed for your practice in this release.
We were counting a blocked request as our own failure. When something calls our API from somewhere we do not allow, the right answer is to refuse it. We were refusing it correctly and then filing the refusal as a fault on our side, which made our own monitoring think the service was unwell when it was working exactly as intended. Refusals are now recorded as refusals.
That sounds like housekeeping and it has a real effect: it is the difference between an alert that means something and an alert everybody learns to ignore. It also stopped a release going out earlier today, because our own release checks correctly refused to publish while the service looked unhealthy.
2026.09.46 Released September 7, 2026
We fixed a fault in yesterday's handbook release, the same day. When the app checked whether you still needed to sign the employee handbook, that check failed for everyone in a practice that had published one. It went out with the release earlier in the day and was fixed a few hours later. Nothing was lost and nothing needed redoing on your side: the check simply could not answer, and now it can. Signatures already recorded were never affected.
The fault also meant a practice's own timezone was being ignored in that one place, so a due date could read a day out. That is corrected too.
Our website privacy policy has been updated. We added Google Analytics to abavault.com, the marketing site, so we can see which pages people read and where they arrived from. The privacy page now says so, names the cookie it writes, and links to Google's opt-out. The effective date moved to 7 September.
This is the marketing site only. It is not on the app you log into or on the family portal, and it will not be. A report of those screens would contain a real person's health information, which is why nothing of this kind goes near them.
2026.09.45 Released September 7, 2026
Your employee handbook can now carry a deadline, and you can see who has read it. Publish a version, give staff a window to acknowledge it, and the app tracks who has and who has not. If somebody needs longer, you can grant an extension against their name rather than letting the whole deadline slip. You choose whether acknowledgement is a prompt or a requirement, and it arrives set to prompt, so nothing changes for your team until you decide it should.
We can now tell you whether an email actually reached someone. Every message the app sends is recorded with what happened to it: delivered, rejected, or bounced. Addresses that hard bounce are set aside automatically so we stop mailing somewhere that does not exist, and you can put one back if it was a typo that has since been fixed. If a family says they never got the notification, there is now an answer instead of a shrug.
An address we cannot place no longer gets a guessed location. Before this, an address our mapping could not find would fall back to a rough point, sometimes the middle of the city, and that fed into drive times and mileage. Now it records no location at all, which is honest and visible, rather than a number that looks right and is not. If you have locations with no coordinates showing, that is this change telling you the address needs a second look.
Marking a session day as skipped now really does change what the app asks for. If a target is set to a number of trials a day and you mark that day as skipped, the app stops expecting them. Adding extra trials works the same way in the other direction. Skipping wins if a day somehow has both.
There is also a security fix in this release. We do not describe those in detail, and we ship them before we mention them.
Behind that, a good deal of our own plumbing: how we bundle features for new practices, and keeping our own internal test practices out of anything that touches billing.
2026.09.44 Released September 6, 2026
Nothing in the product changed for your practice in this release. All of it is our own plumbing.
We can now tell, within a second, whether uploading and downloading documents is working. Until this week the only way we found out was somebody trying it. Our monitoring now performs a real upload and download of a tiny test file every minute and raises an alarm the moment any part of it stops working. Your files are never involved: it writes and deletes its own.
We also tidied where documents are stored so the name of the place matches what it holds, and tightened how our servers are allowed to reach the database. You would not notice either, which is the point.
2026.09.43 Released September 6, 2026
Reliability work on our side, none of which changes anything you do.
The database now keeps a live standby copy in a second data centre. If the one it lives in has a problem, it switches across on its own in about a minute instead of us restoring from a backup by hand. You would see a short pause rather than an outage.
We tightened how our servers reach the database, and we started checking that documents can actually be uploaded and downloaded rather than only checking that the service is switched on. A system can be running and still not be working, and we would rather find that out from a monitor than from you.
2026.09.42 Released September 6, 2026
Nothing in the product changed for your practice in this release. Both changes are to our own internal tools: we can now filter our website traffic figures by site, country, browser and date, and when one of our own records about a practice is out of date we can correct it, with the correction carrying a name and a reason rather than quietly replacing a number.
2026.09.41 Released September 6, 2026
Nothing here changes anything you can see.
We fixed a measurement on our own tools. The page speed figures we record for our websites were storing "no reading" as zero, and zero looks like the fastest possible result. So a page we had no data for appeared to be perfect. It now records no reading as no reading.
Nothing about your practice's data was involved, and nothing was shown to you incorrectly.
2026.09.40 Released September 6, 2026
Nothing in the product changed for your practice in this release. It is our own research tooling and our own website analytics, both of which were quietly getting something wrong and now are not.
2026.09.39 Released September 6, 2026
Our pricing is per active client per month, staff accounts free, month to month. This release is the software catching up with what we already quote. Nothing was ever billed at the old rate, because we have not charged anyone yet.
There is no separate discount for signing a longer agreement, because there is no longer a longer agreement to sign.
Everything else in this release is behind the scenes, on our own tools rather than yours.
2026.09.38 Released September 5, 2026
Nothing in the product changed for your practice in this release. Everything in it is our own sales and research tooling: a directory of ABA providers built from public federal records, and the console our team uses to work it.
2026.09.37 Released September 5, 2026
Nothing here changes anything you can see.
We fixed our own visitor counter. We added a way to count page views on our websites in the last release. It recorded nothing at all, on every site, from the moment it went out. One of the security settings on our API was telling browsers to refuse to load the counting script, so the script never ran. That setting is correct everywhere else and was wrong for that one file.
Worth saying plainly: nothing was collected incorrectly, because nothing was collected at all. The counter never stores an address, a cookie or anything that identifies a person, and that has not changed.
2026.09.36 Released September 5, 2026
A practice owner setting up for the first time now gets a welcome email rather than a confirmation. It tells you what to do next instead of telling you a record was created.
The rest of this release is behind the scenes. We started counting page views on our own site from the page itself, because reading it out of server logs could never be live. Our own support console gained a way to actually open the unread tickets it had been counting, which sounds small and was not: the number was right and nothing could reach the tickets behind it.
We also repaired two of our own automated checks that last week's email change had broken. Nothing you use was affected, but a check that cannot fail is worse than no check, so it is worth saying we fixed them rather than quietly turning them off.
2026.09.35 Released September 5, 2026
Our emails now come from a new mail provider. You should not notice the change, which is the point. What you will notice is that they arrive. Our previous provider limited who we were allowed to write to, and messages to addresses outside our own company were being refused before they ever left. Sign in codes, password resets, welcome emails and family portal invitations are all on the new provider now.
Emails looked wrong in Outlook and right in Gmail. The coloured header band at the top of our emails was not drawn by Outlook at all, so the white ABAVault name at the top of it vanished, and on family portal invitations the practice name and the button to open the portal disappeared with it. If you use Outlook and thought our emails looked half finished, you were right, and they do not any more. Gmail was never affected.
Our email is now signed. Every message we send carries a cryptographic signature that proves it came from us and was not altered on the way. Mail providers check it. In practice this means our email is less likely to land in a spam folder, and it is much harder for anyone to send a convincing fake that appears to come from ABAVault.
Replying to us now reaches a person. Our emails are sent from a noreply address, which is normal, but a reply to one used to go nowhere. Replies now land in a monitored mailbox. If you write back to a session reminder or a portal invitation, somebody reads it.
2026.09.34 Released September 4, 2026
Nothing here changes anything you can see.
Updates now finish shutting down instead of waiting around. Two releases ago we changed the server so it completes work already in progress before an update replaces it. That part worked. It then sat waiting twenty seconds on connections that had nothing left to do. It does not any more.
We also fixed the checks that watch our own platform tools, which had stopped reporting at the end of August.
2026.09.33 Released September 4, 2026
Some of what our status page recorded as service problems were not problems. Automated scanners crawl every public service on the internet looking for software with known holes in it. We do not run the software they were probing for, so those requests were always refused. We were just refusing them with the wrong kind of answer, and our own monitoring counted that as the service failing.
That is fixed. A bad request is now answered as a bad request, and our monitoring no longer counts it against us.
We also went back through the record. Every automated entry in our status history now says what actually caused it, checked one at a time against the logs for that exact period. Where the cause was a planned upgrade, the entry names the version. Where we could not tell, it says so rather than guessing.
Nothing was reachable that should not have been, no customer request failed because of this, and your data was never affected.
Client names now follow your display format in two more places. If your practice shows clients as initials or a code, the recycle bin and the export list follow that too. Progress reports still show the full legal name, because they go to payers and to plan reviews.
2026.09.32 Released September 4, 2026
We ship updates most days, and you should not notice one. Until now there was a short window during an update when a request already running could be cut off, so a save landing in that second or two could fail and have to be made again.
That window is closed. The server finishes the work it has already accepted before it shuts down.
The size of it: about one request per update, and usually nothing was in the window. Usually is not the standard we want for a save button.
A cleaner icon in your browser tab. The ABAVault shield sits on its own now instead of inside a navy box, and the app, the family portal and the website all use the same one.
2026.09.18 Released September 3, 2026
The number has not changed. (888) VAULT-06 (888-828-5806) still reaches us. What sits behind it is new.
We record and transcribe calls now. You will hear that at the start of every call. It means the person helping you can listen instead of taking notes, and we can go back and check we told you the right thing. We keep recordings for 90 days and then delete them.
Two choices when you call. Press 1 for help with your account, press 2 to hear about ABAVault for your practice. While you wait you are told where you are in the line, and you can ask us to call you back without losing your place.
Someone answers between 8am and 5pm Mountain, Monday to Friday. Outside those hours you can leave a message or email support@abavault.com. An automated assistant can also answer common questions about the product straight away. It works from our published help articles, and it cannot make any change to your account.
2026.09.17 Released September 3, 2026
How to put it on your website, without going anywhere. The Careers page in Settings now shows the three ways to send people to your jobs from your own site: a link in your menu, your jobs shown inside one of your own pages, or the jobs as data if you have a developer. It tells you what each one costs you as well as what it gives you.
It works before you have set anything up. Type an address and the exact code you would paste appears straight away, so you can decide whether this is worth doing before you commit to it. Nothing is public until you save.
A preview of the real page, at phone, tablet and desktop widths, so you can see how it looks to somebody applying from their phone.
2026.09.16 Released September 3, 2026
A page that explains it. Open Careers page in Settings, or the Careers page button on Hiring, and there is now a page walking through three ways to send people to your jobs from your own site: a link in your menu, your jobs shown inside one of your own pages, or the jobs as data if you have a developer. It tells you what each one costs you as well as what it gives you.
Your address, with a copy button, in both places, because copying it is usually the point. It goes in an email to whoever looks after your website.
One place for hiring. The Careers page settings used to be their own item in the sidebar. They are reached from Hiring now, since that is where you were already working.
2026.09.15 Released September 3, 2026
Buttons. Some buttons around the product were rendering a size larger than the ones beside them, with their text pressed against their own edge. That turned out to be one missing default rather than dozens of separate mistakes, so it is fixed everywhere at once.
The hiring pay range. The Hourly or Salary picker had been squeezed until it showed nothing at all, so the only way to see which one was set was to open it. It fits now.
Smaller. The Careers page settings screen no longer has a stray ABAVault logo in the corner. And a screen in our own support console, the one that lists callers waiting on the phone, had never worked and now does. Nothing a practice sees was affected by that one.
2026.09.14 Released September 3, 2026
Fixed. Since the previous day's release the Form Inbox opened to "No reports yet" however many forms had been submitted, and the pages that depend on the same lookup were caught with it: opening a submitted form, sending a form to a family, the family share list, the caregiver picker on a client, and the reminder that goes out when a sent form has not been filled in. All of them work again. No submission was lost, and every one was on file throughout.
Staff suggestions. When you pick staff for a session, the people a client is marked as preferring now come first, and the availability windows you set for each staff member are honoured. Both were meant to work from the start and quietly did not.
Client record export. Medication checks recorded in sessions are now included in the exported record. They were being left out.
2026.09.13 Released September 2, 2026
A careers page. Give your practice an address under Settings, Careers page, and mark a requisition as published on the Hiring page. It appears on a public page with an application form that lands each applicant in Hiring, against that job, with a resume if they attached one. You can show or hide the pay range. The settings page hands your web developer the address, a snippet that puts the page inside your own site, and a feed of the open positions as data. The form asks for a name, an email, a phone number, where they live and a few words. It does not ask for a date of birth, a Social Security number or criminal history, and it will not accept them.
The offer. Making an offer now emails the candidate a link to read the letter and accept or decline by typing their name. The link works once. The letter prints on your letterhead. Accepting creates their account straight away, in a waiting state, and tells whoever owns the candidate. Declining marks them as lost and tells you too. You can add a work email for their login and write the letter in the offer itself.
A new hire who cannot start yet. Anyone hired from a candidate now signs in to a welcome page and nothing else until you clear them. The page tells them what is waiting on them and what is waiting on you. They can sign the background screening consent, upload their identity documents, W-4, direct deposit form and certificates from the page or from their phone camera, and each one lands with the right department to verify. They cannot be put on the schedule and they cannot clock in.
Cleared to start. When the background check, licence verification and I-9 are done, HR or Compliance clears them from the onboarding case, which sets their hire date and opens the rest of the product. If the check comes back badly, Not cleared closes the login and keeps the file, and when a screening company's report drove the decision it walks you through the two notices the law requires.
Also. A personal email address on every staff record, kept after they leave, so the separation paperwork has somewhere to go. Inviting an existing team member can hold them at the checklist too, with one checkbox. Page titles on the admin console and the family portal now read the same way.
2026.09.12 Released September 2, 2026
Client demographics. Ethnicity had three options and now has thirty six: the two categories payers report on first, then the detailed groups, then Other. Both language fields were empty boxes you typed into and are now searchable lists of eighty five languages. If the answer you need is not in either list, type it and the list offers to use what you typed.
School moved out of Basic Information. It lives on the School and plans card on the same page, which already holds the district, the grade level, the case manager and the review date. Nothing you have typed is lost; it is already on the card.
Printing. The preview is three pages now, because one page could never show you the two things you are setting there: the running header only appears on a continuation page, and the counter always said Page 1 of 1. The footer sits at the bottom of the sheet where it belongs rather than following the content up the page. And a printed PDF and a printout from your browser now put the running header in the same place, which they did not before.
The form your families fill in. More room between fields, sections you can see, and the submit button no longer sits jammed against the text above it. The page also carries the ABAVault mark, which for a family opening a form from a link is often the only part of the product they see.
Fixed. Match table sort in the Visualizer now works on reports about staff. It was refusing because the graph shortens a name to fit the axis while the table prints it in full, and it treated those as two different people. Some fields on the client edit screen sat out of line with each other, and the Ethnicity list opened far below the field you clicked.
2026.09.11 Released September 2, 2026
Printing. Four heading fonts to choose from instead of two. The running header can now carry the document's own name and type, so a page that comes loose from a stack still says what it is. That is the new default. The printed on date can be turned off if you would rather it was not there. Logo height is a slider, so the preview resizes as you drag it.
Dates. Emails and notifications used to write dates as 2026-09-03. They read as September 3, 2026 now. One of them could also show the day before the real due date depending on where you were, and that is fixed.
Progress reports. The goal graphs are the same graphs you see on the Graphs tab: gridlines, dates along the bottom, the mastery line and any phase changes. They used to be small cards. A client's age on a signed report is now their age during the report period rather than their age today, so reprinting a report from last year shows what it showed when it was signed.
Exporting a client record. Asking for the same record again within a week hands you the copy that already exists rather than building another one, and tells you the date that copy was built. If the record has changed since then, there is a button for a fresh one.
Fixed. Checkboxes on several screens were invisible, though clicking the label beside them still worked. Some paired fields on settings pages sat out of line with each other.
2026.09.10 Released September 2, 2026
This is the biggest release since the platform went live. Sixteen things you asked for around credentialing, compliance and families, built together so they fit.
Policies and procedures. A library for the documents your practice runs on. Each policy has versions, applies to the roles, locations or groups you choose, and can require a signature. Staff read it on the web or the phone, sign with their name, and the practice keeps a fingerprint of exactly what was signed. Policies show up in search, and if your practice has AI turned on, staff can ask a question and get an answer drawn only from your published policies, with the policy and version cited. This is a new module in the Compliance package.
Forms that leave the building. Send a form to a caregiver to fill in the Family Portal, to a staff member, or to anyone by email through a link that works once. Job applications sent this way land in Hiring as candidates. Reminders go out three days before the due date, on the day, and weekly after that.
Your own paper, with boxes on it. Upload the PDF you already sign, drop entry boxes on the pages, and send it the same way. The person fills in the document itself. The signed copy is that document with the answers written in and a certificate page saying who signed, when, and a fingerprint of the pages.
Share with the family. Any client file, or any completed form rendered as a PDF, can be shared with the family in the portal. Families get a reminder to sign in; the notice never says what the file is.
Attendance. When a session is cancelled you say who cancelled and why from a short list. Attendance on a client, a staff member or a location is then one honest number: sessions attended against what the family missed. Staff callouts and practice closures are shown beside it, never counted against the child. The primary BCBA hears when a client drops below 75 percent over four weeks.
Requirement sets, background checks, payer checklists. Say what a role, group or location must hold and see who is missing what. Track background and registry checks with the Colorado pack ready to add. Write your own client requirements, link them to a payer, and the practice is checked every night.
Client records. Demographics in the shape payers ask for, immunizations with a next-dose reminder, school plans with a review date, and contact flags for do not contact and not authorised for pickup.
Completed forms can be corrected. Amend with a reason and keep the history, return a form to its author, move it to the right client or session. The form you fill is frozen as it was on the day.
Supervision and hand-offs. A transfer wizard moves a departing BCBA's clients to the right people in one step and tells the families. Each BCBA has a workload view. Progress reports name the supervising BCBA for the period.
Your documents, your letterhead. Every document ABAVault prints or saves as a PDF now carries your practice's own letterhead: your logo, the details you choose to show, one document colour, and your wording in the banner and footer. Owners, admins and directors set it once under Settings, Printing, with a live preview and a test page. Nothing changes until you open the page; the ABAVault default is what you had.
2026.09.9 Released September 2, 2026
A client's staff assignments now keep their history. When you assign someone you say what they are to that client: primary BCBA, secondary BCBA, technician or other. When someone comes off a client you end the assignment and give a reason, and the row stays with its start and end dates instead of disappearing. A secondary BCBA can be made the primary in one click, and the person who was primary becomes secondary as of that day.
This fixes a problem you may have noticed without knowing why. The client header used to show the first BCBA ever assigned, so promoting a BCBA to director made their clients read as unassigned, and deactivating a BCBA quietly showed the next one. Now the primary is whoever you said it is, and if that person's account has been deactivated the header says so instead of guessing.
Two things follow from the history. Ending a technician's assignment removes their access to that client's clinical record straight away. And the Caseload per BCBA report answers for the end of the dates you pick rather than for today.
The Assignment History table on a client had a Period column that was always blank. It shows real dates now, starting from the day each assignment was first recorded.
2026.09.7 Released September 2, 2026
A staff member's profile has one Qualifications tab now, where Compliance and Certifications used to be two. Certifications and licences sit at the top, compliance checks below them, then the numbers a payer application asks for. Old links to the two tabs still work.
You can write down, for each insurance company you work with, what a person needs before you can apply to enrol them as a provider: a current certification, a state licence, a diploma on file, a clear background check, an NPI that has been checked, and so on. ABAVault then tells you who is ready to apply and what is missing for everyone else, with a link to the thing that fixes it. A Credentialing tab on the Compliance page lists your staff by payer with the people who need attention first. Once someone is enrolled you record the payer's provider number and the recredentialing date, and you get a reminder 90 days and 30 days before it comes round.
More certificate types are on the list, the profile keeps a CAQH number and its attestation date, every taxonomy on an NPI is pulled onto the profile when you check it, and every certification, check and file says who added it and who last changed it. Files has room for a diploma, a transcript, a CV, a W-9 and a liability insurance certificate.
Per-code pay can be set as an amount or a percentage above or below the person's base rate, and payroll works each day out against the base rate in force on that day.
One change you will notice: pay rates are now visible only to the roles that handle payroll. Directors, managers and office coordinators no longer see the Pay tab on a staff profile.
2026.09.6 Released September 2, 2026
A progress report now shows the client's date of birth, gender and primary diagnosis at the top, on the screen and on the printed sheet. A report goes to a payer and to a treatment plan review, and a document about a child that does not say which child is not much use to either. The diagnosis is read from the record when the report is opened, so a report made today carries today's diagnosis.
Deleting a progress report draft asks you first. Before this one click removed it with no question. The confirmation says the draft goes to the recycle bin, because it does.
In the Visualizer, a saved view remembers whether the table follows the graph's order. It used to save the sort and forget that setting, so the view came back with the table sorted and the graph in its own order. When the table cannot be matched to the graph, the screen now says why. The usual reason is that the graph is limited to a Top 5 or Top 10 and the table is not.
2026.09.5 Released September 2, 2026
The recycle bin shows what you deleted. Owners can ask to see the whole practice's bin, and have to ask; it is not the default view for anyone. Admins and directors no longer see everyone's deletions. Every record in the bin now says who deleted it.
More things can be restored from it: files, progress report drafts, job candidates, expense reports, OSHA cases, corrective actions, staff documents and review cycles. Files in the bin are always limited to whoever deleted them, because a bin that quietly widened who can see a document would be a worse problem than a file you have to ask a colleague to restore. OSHA cases stay in the bin far longer than anything else, because the law says so. The bin sorts by time left first, since that is what you are looking at when something is about to be gone.
Progress reports gained a draft button on each of the four narrative sections. It writes a section for an empty one and adds to one you have started, below what you wrote rather than over it, and it works from the numbers frozen into the report so a section drafted a week later cannot disagree with the tables beside it. When nothing can be drafted, the report says why: no data in those dates, or no active goals, which are different problems with different fixes. Reports now carry graphs, on the screen and on the printed sheet.
Files open inside ABAVault instead of sending you to a download link, and the link that used to open them no longer lands in your browser history.
Smaller changes people asked for: the Progress Reports and Files tabs show a count; the Progress Reports tab is hidden from roles that could never open it; the medication change form opens on a medication rather than on a blank name; the clinical summary panels resize from a wide handle and take the arrow keys; the AI usage meter names the feature it is counting instead of showing an internal code.
2026.09.4 Released September 1, 2026
Three faults in the form signature pad, all fixed. A stroke erased itself as you lifted the pen. The ink landed away from the pointer on a form that was wider or narrower than the builder. And typing your name after drawing replaced the drawing with the typed name. Draw, type, or both, in any order, and the form keeps what you signed.
In the form builder, each field's label showed twice while editing. It shows once. A dropdown that takes its choices from a group now previews with the group's actual members, and the card shows the group's current name and how many people are in it, so an empty group and a broken one no longer look the same.
2026.09.3 Released September 1, 2026
The form builder's Preview used to show an imitation of your form rather than the form itself, which is how the signature field kept looking like a dead grey box in the builder after it had been fixed on the real form. Preview now renders exactly what a person filling the form will see.
If you installed ABAVault as an app from Chrome, the name in your list of installed programs had a stray dash in it. The name is fixed. An installed app keeps its old name until you uninstall and reinstall it.
2026.09.2 Released September 1, 2026
A tab badge that said 500 on a busy record was showing a limit, not a total. The Sessions and Forms badges on staff and location records show the real number.
A saved Visualizer view remembers its Top 5 or Top 10 and every toggle the report offers; it used to reopen showing everything. A graph pinned to your dashboard draws in the chart type you chose, where before every pinned graph became a bar chart. Saving a view you had opened made a second copy; now the button that looks primary is the one that saves in place, and making a copy says it is a copy.
Signature fields on forms capture a signature. On the web the field had only been recording the time it was clicked, and on the phone it showed nothing at all. Both draw a real signature now. A signature field filled in before this release holds no drawing.
Answers taken from a group (a client, a staff member, a location) showed an internal id on the printed report where a name belonged. They show the name, formatted the way your practice displays client names, on reports already filed as well as new ones.
The Insurance pages went blank after about an hour signed in, and a browser refresh brought them back. They stay up, and if a load fails the page says so instead of looking like a practice with no payers.
Files sits second on every client, staff and location record, so one habit works on all three. Uploading takes several files at once, each with its own type, and you choose per file whether to read its text so it can be searched. Every upload shows who added it and when, in your time zone with the zone named.
Client names follow your practice's display setting in more places: the reporting print view, Billing, group detail, supervision and form option lists. Two search boxes that let you find a person by typing a name the setting hides now match only what is shown.
A module bought as part of a package can be switched off without changing your bill. Saving a new form template no longer makes a fresh copy on every save. A group rule's value is a list of what your practice actually has rather than a free text box, so a typo cannot make a rule that matches nobody. The schedule toolbar, the staff header and the Visualizer chart toolbar wrap instead of crushing or clipping their contents.
2026.09.1 Released September 1, 2026
When something went wrong in ABAVault, the app sometimes showed you the raw technical detail behind the failure. That has stopped. You get a plain message now, and the detail comes to us instead, so we hear about a fault without you having to describe it.
We also cut down what those diagnostic reports can contain. A report says which screen ran into trouble and what the software reported. It does not record the address you were on, anything you typed, the records on your screen, or any client information, and anything that looks like an identifier is stripped out before it is stored.
Nothing about your day changes. A failure should just be easier to read, and we should find out about it sooner.
2026.08.118 Released August 31, 2026
If you edited a location's address, the drive times and distances to your other locations kept showing the old numbers until the monthly refresh came round. Now they clear themselves when the address moves, and you can run the auto-fill straight away instead of waiting.
Numbers you typed in by hand are left alone, as they always have been.
2026.08.117 Released August 31, 2026
The maps on client records, location records and session records look different. They are sharper, and in dark mode they are properly dark rather than a lightened map with a filter over it. The pin follows whichever accent colour you have chosen.
Address autocomplete works the same way it did. Drive times and distances between your locations are calculated the same way and mean the same thing.
2026.08.116 Released August 31, 2026
Your dashboard was showing panels for parts of ABAVault your practice has not signed up for, and one of them had a link that took you nowhere. It now shows the panels that belong to what you actually have.
If your plan covers everything, nothing on your dashboard changes.
2026.08.115 Released August 31, 2026
Plan and Billing returned an error screen instead of a page, and had done for longer than it should have. It loads again.
The numbers on it are right too. You see your rate per active client, your rate per staff seat, how many of each you have this month, and what the month is projected to come to. The rate schedule further down the page was showing blank figures where the amounts should be. It shows what you are actually charged.
No invoice was affected. The page was wrong, not the invoice, and ABAVault has not charged anyone yet.
2026.08.114 Released August 30, 2026
A suggested passphrase could be turned down by the same form that offered it, because our suggestions and our password rules disagreed with each other. Suggestions now follow the rules the form enforces, and the checklist states those rules up front instead of leaving them to be discovered at the end.
The admin console and the family portal now have the same password help the web app and the phone already had. That is the strength meter, the estimate of how long a password would take to crack, the checklist, the word suggestions, and the check against known leaked passwords.
On the phone, signing in no longer interrupts you with popup boxes. Errors appear beside the field they belong to, so you can read one and fix it without dismissing anything first. If your authenticator session has expired, you go back to the sign in screen and it says why.
Two changes to what gets collected. The dashboard weather widget used to read your device location. It asks you for a city now. On the phone, location is recorded only when your visit verification consent covers it, and it is cleared when you sign out.
We also closed off a document signing page that should not have been reachable from outside the app.
2026.08.113 Released August 29, 2026
Anywhere you set a password now shows you, as you type, how strong it is and how long it would take to crack, with a short checklist of what makes it good. There is a suggestion button that offers five random words, easy to remember and genuinely hard to guess, and you can ask for a fresh one until you like it.
Every new password is also checked against known lists of leaked passwords. Only a small scrambled fragment ever leaves your device for that check, never the password itself. If a password has shown up in a breach, we say so and ask for a different one. This applies on the web, on the phone, and on the family portal.
Mistyping your authenticator code no longer sends you back to the start of sign in. The boxes shake, you fix the digit, and you carry on. Codes that have genuinely expired still ask you to sign in again.
The phone's forgot password screen now matches the web: the same code boxes, the same strength help, the same checks.
2026.08.112 Released August 28, 2026
Searching for a session showed its times in the wrong timezone for most practices. A 12:15 PM session could read as 6:15 PM in the search dropdown, and searching by a date could miss evening sessions. Both are fixed: search results now show session times exactly as your schedule does.
Also fixed: in the time correction dialog, the Clock out field sat lower than the Clock in field. They line up now.
2026.08.111 Released August 28, 2026
If your handbook is text rather than a PDF, which is what you get if you pasted it or typed it in, the phone app could not open it. It showed up in Acknowledgments with a Sign button and nothing to read. That is fixed. Tap Read handbook and you get the document, with its headings and lists laid out properly rather than run together.
It reads without a connection too, as long as the screen has loaded once. Your RBTs are often in a house with bad signal, and being asked to sign something you cannot read is not a reasonable thing to do to somebody.
If a handbook version has no document on it at all, the app now says so instead of asking for a signature anyway.
Nothing to do on your side. Your staff will get this when their app next updates.
Setting your six digit support PIN during first sign in was broken on phones: the entry boxes collapsed into thin lines and took no input. Fixed.
2026.08.110 Released August 26, 2026
Your handbook has its own place now, under HR. It used to sit at the bottom of Corrective and Disciplinary Actions, which is where we built it and not where anyone would look for it.
Getting it in no longer means retyping it. Three ways in, and you pick whichever matches how your handbook exists today. Paste it, if it is in Word or an email. Point us at your PDF and we pull the words out of it, including a scanned one. Or write it here from scratch, with headings and lists and links.
Whichever way you choose, you land in the same editor and you see exactly what your staff will see before you publish anything. That is deliberate. Reading a PDF is not perfect, especially a scan, and your people are being asked to sign what is on the screen. Nothing publishes without you looking at it first.
Because the words are in the app rather than locked inside a file, search finds them. Type "PTO carryover" into search and you get the paragraph in your handbook that covers it, rather than only the word "Handbook". Everyone in your practice can search it, whatever their role, because a handbook everybody has to sign is one everybody has to be able to read.
You can still attach the PDF as well, and staff can download it. What they read and sign is the text.
Older versions stay. A write-up cites the handbook that was in force when it was issued, and somebody who signed last year's version can go back and read the one they actually signed. There is a list of who has signed the current one, with the people who have not at the top, and you can search it.
One small fix in the same area: the Acknowledgments card used to make a signed document disappear the moment you signed it. It stays now. The most common reason to open that card is to re-read something you already agreed to.
2026.08.109 Released August 26, 2026
Browser sign in to the web app failed from 25 to 27 August. The web app began sending an extra header on every request and the API had not been told to accept it, so the browser's preflight check was refused and the sign in request itself was never sent. The app reported that as a wrong email or password, which was it guessing at a cause it did not have.
The header is on the allowed list and sign in works. No data was involved either way. The phone app was never affected, because it does not make that preflight check.
Our own checks could not have caught it. They ask the server whether it is healthy from a terminal, and a request made that way sends no browser origin, so nothing triggered the preflight that was failing. The fault existed only in a browser, which was the one place nothing was looking.
On the phone, when you clock out of a session for a client who has medications recorded, the app now asks whether a dose was given. You can skip it. It is there so a missed entry gets caught while you still remember, instead of the next morning.
2026.08.108 Released August 26, 2026
Your staff can now see the documents you hold about them. It is on their own profile, under Your documents: their W4, their I-9, their offer letter, the handbook they signed, their licence. Until this release there was no screen for it, and no way to build one, because the app would have handed most of your team an empty list.
Not everything is there, on purpose. Background checks and written warnings are not, because those are records about somebody rather than forms they filled in. A written warning still reaches the person it is about, the way it always has, when you issue it.
The second change you will probably never see. When the app breaks in front of somebody, it now tells us. We get the technical detail we need to find the fault, and nothing that says which client was on the screen. Before this, a blank screen in the middle of a session was invisible to us unless the person rang up. The ones who did not ring waited for somebody else to notice.
There is also a place for us to keep track of what is broken and who reported it. That sounds like our problem rather than yours, and it is, right up until you call to ask whether something got fixed. We can answer it now. And when a fix ships we can ring the people who reported it rather than wait for them to spot it themselves.
Underneath, some housekeeping on the recycle bin. Deleting a staff member permanently could quietly take mileage reimbursements with it, including ones already paid. It refuses now, and tells you why.
2026.08.107 Released August 25, 2026
Somebody forgets to clock out. It happens every week in every practice. Until now there was nothing you could do about it in ABAVault: the time sat there wrong, and the only way to change it was to ask us.
You can fix it yourself now. On a session record, each staff member has an Adjust times button. Pick the right clock-in or clock-out, say why, and save. Before you save, ABAVault shows you what it does to the billing: "12 units becomes 10". Nobody has to work that out in their head or find out later on a claim.
Your staff can fix their own forgotten clock-out from the phone, on the session screen, for a day after the session ends. That is long enough to catch the ones they notice that evening and short enough that older records still come to you. The window is a practice setting, so you can shorten it or turn it off. They can only fix their own clock-out. A clock-in is always yours to change.
Every correction is recorded and nothing is quiet about it. The session shows who changed whose time, what it was before, what it is now, and the reason they gave. The staff member is told their hours changed. The billing and payroll screens mark the sessions that were corrected, so you are never reading a number that moved without knowing it moved.
The billing follows the correction. Units are worked out again from the new times, the EVV visit is updated and sent to the state again, and if the line had already been approved it goes back for review, because the figure somebody approved is not the figure any more. A session that is already on a submitted claim cannot be changed here at all; that one still goes through billing.
Two smaller things in the same release. Notifications that point at a specific session now open it in the web app; they had been opening correctly on the phone and going nowhere on the desktop. And the still-clocked-in reminder now takes you straight to the session instead of the whole week's schedule.
2026.08.106 Released August 25, 2026
If you leave ABAVault open and do nothing for a while, it now signs you out. This is the setting that has always been sitting on your profile and never did anything. The web app, the mobile app and the family portal all honour it now.
You get a warning first. A minute before it happens, a message asks whether you are still there, with a countdown and a button to stay signed in. If you miss it, the sign-in page tells you that is what happened, so you are not left wondering why you were kicked out.
You choose how long. Open your profile and look for "Sign me out after": 15, 30 or 60 minutes. It follows you across your devices. The family portal signs caregivers out after 30 minutes.
The reason this matters is a laptop left open on a desk in a busy clinic. Anyone walking past can read what is on the screen, and until now nothing closed it.
There are quieter changes in this release too. We added limits on how much any one connection can ask of the system, and we now keep a fuller record of who has opened a client's chart. You can read that record yourself in the activity log.
2026.08.105 Released August 24, 2026
When a new practice goes live, the welcome email now greets the owner with animated confetti instead of a still banner. A small thing, but a nice first moment.
Phone numbers and emergency contacts are no longer edited straight from a staff profile. Those changes now go through an HR change request and take effect once HR approves, so a person's own contact record cannot be quietly altered. This goes with the My Account screen now in the web app, where staff can review their details and start that request.
2026.08.104 Released August 24, 2026
Every email from ABAVault now shares one branded look, with our logo and one consistent style. Family portal emails keep their own green identity and now show your practice's own logo and name at the top.
Any email that carries a temporary password or reports a change to your account now includes a clear safety notice: what it means, and what to do if it was not you.
And when a new practice finishes signing up and can log in for the first time, the owner gets a welcome email to mark the occasion.
2026.08.103 Released August 23, 2026
The email that confirms your password was changed now matches the look of our other emails, with clear guidance on what to do if the change was not yours.
2026.08.102 Released August 23, 2026
The next app update adds a My Account screen. Change your password, update your cell number and emergency contact, move your authenticator to a new phone, and choose which alerts buzz your pocket. Safety and compliance alerts always come through, and anything you mute still shows up in your alerts list inside the app.
The password reset email is also easier to read if a reset you did not ask for ever lands in your inbox.
2026.08.101 Released August 23, 2026
A password reset code now stops working after five wrong tries, and changing your password signs out every other device, so if someone else had your password they are out. You also get an email whenever your password changes.
When a session is flagged as a crisis, the client's BCBAs and practice leadership are notified right away.
New clock-in rules: practices can set how early staff may clock in, one active session per tech, and reminders when a session runs long.
2026.08.100 Released August 23, 2026
Fixes to our internal support tools. Nothing changes in your app.
2026.08.99 Released August 23, 2026
A small number of accounts could get an error at the last step of a password reset even with a correct code. Fixed.
2026.08.98 Released August 23, 2026
The reset email is easier to read and the code is easy to select and copy. This release also fixes the last step of the reset, which could fail after you entered a correct code.
2026.08.97 Released August 23, 2026
The password reset email now has a button that opens ABAVault with your code already filled in, so all you type is the new password. The code is still there as plain text if you would rather copy it.
2026.08.96 Released August 23, 2026
The reset and invitation emails show the proper ABAVault logo and use darker text. They were hard to read in Outlook before.
2026.08.95 Released August 22, 2026
Forgot password produced no email at all: the reset code was never being sent. Fixed, and the code now arrives within a minute.
2026.08.94 Released August 22, 2026
Your practice's support PIN is now visible to everyone on your team, on the web profile and in the mobile app, because whoever calls us may need it. The owner can pick the six digits, or take a random set, from the same card that shows their personal PIN, with a line on what each one is for.
Every page with tabs now uses the same tab bar: one row that scrolls sideways when there are more tabs than fit, counts on the tabs, and the selected tab always in view. The HR page in particular no longer stacks its tabs into three lines.
On the mobile app: a centre button opens a create sheet in place of the old floating pill, Android follows your system theme, date pickers on time off and expenses, and the back button works in Help and Support.
2026.08.93 Released August 22, 2026
Staff, client and location pages now use the whole width of your screen instead of stopping at a fixed size with empty space beside them.
Archiving a staff goal used to make it disappear. The Goals card now has a Show archived switch, and an archived goal can be restored with one click.
On the mobile app, the bottom bar is down to four tabs. Clients and Scan Device now live under Profile.
When the phone cannot reach the server, the app used to show an empty screen as if that were the answer: no sessions today, no known allergies, nothing to sign. It now says it could not load and offers a retry, on every screen. Saving a session note, a form, a message, an expense, your availability or a vault item tells you plainly when it did not go through and keeps what you typed.
Allergies on the client detail screen were not being loaded at all, so every client showed none. They are now. This one is in the phone app, so it arrives with the next phone app update.
Leaving a form with unsaved answers now asks first. Every pushed screen has a Back button. The buttons used for trial by trial data collection are bigger and easier to hit one handed.
2026.08.92 Released August 22, 2026
We have said from the start that your data is yours and you can leave with all of it. This release is the rest of that promise. When a subscription ends, your account stays open in read only for 60 days so you can review and download everything. A complete export of your practice is built for you right away, and a link to it goes to the owner by email. That link works without signing in, so it keeps working after the read only period closes and even if the account was paused for non payment. A record is never withheld over a bill.
You hear from us at 30 days, 90 days, and again 30 days before your data is destroyed, which happens twelve months after the subscription ends. The last notice comes with a fresh export. On the export page there is a button to confirm you have your records; we keep that confirmation as the record of handover, and we do not destroy anything while an unexpired export is waiting for it. When the data is destroyed, the owner receives a certificate stating the date, what was removed, how, and how long our backups keep a copy before it is gone everywhere. If you come back, one step reinstates the account.
A staff member's Social Security number can now be kept on their record, encrypted, and shown only to the owner, HR and payroll after giving a reason, with every view logged. It fills the state separation notice and unemployment claim responses without anyone typing it from memory.
And a fix: forms with two fields side by side had the right one sitting lower than the left, and several HR forms were spaced wider than they should be. Both are corrected across the app. The HR tab on a staff member's record was rebuilt at the same time: leave balances now show their full history, adjusting a balance shows the result before you post it and asks for a reason, the absence log sorts and filters, and denying a time off request asks for a note the employee will see.
2026.08.91 Released August 22, 2026
ABAVault now tracks hiring, from the opening to the first day. Owners, admins, directors, managers and HR get a Hiring page: requisitions with the role, location, openings, hiring manager, pay range and target start, and the candidates applying for them. Each candidate moves through screening, interview, references and background, and offer, with a timeline of every screen, interview, reference check, email and note, and a resume on file. When someone does not work out, the reason is recorded, so you can see where candidates are lost and why. Someone who applied before is linked to their earlier application.
The part worth building ourselves: Hire is one button. It creates the staff account, sends the invite, starts the onboarding checklist for the role, and closes the requisition when the last opening is filled. Nothing is typed twice.
Two new reports. Hiring funnel shows, by source, how many applied, were screened, interviewed, offered and hired, how long each position took to fill, and your offer acceptance rate. Hire retention shows, for each hire, how many days passed between hiring and their first session with a client, and whether they were still with you at 90 days, by source. That is the number that tells you which job board or referral route produces people who stay.
Candidates come up in search like everything else.
2026.08.90 Released August 22, 2026
Staff can now update their own details from Profile: a new address, phone or emergency contact, a name change, a new work state, or a signed W-4 or direct deposit form. Nothing changes until HR approves it on a Change Requests tab; approving updates the record and tells the employee. Bank and tax details are never typed into ABAVault: the signed form goes into the employee's own Files where only HR and payroll can open it.
Time off has coverage rules. Under HR Settings you can set blackout windows, for the whole practice or one location, and a cap on how many people may be approved off at once. A request inside a blackout is flagged, never refused. Approving over the cap asks the approver to say why, and that is recorded.
Two new reports for owners and HR. Compensation bands shows, for each role, the lowest, middle and highest current pay and who sits outside the band, the first answer to a pay equity question. Turnover cost prices each departure with a stated model (recruiting, onboarding, and the empty seat for billable roles), so a retention conversation has a number behind it.
An OSHA 300 log lives on the HR page: work related injuries and illnesses by year, with the outcomes and day counts the form asks for, privacy cases with the name withheld, staff injury reports surfaced so nothing is missed, and a print of Form 300 and the 300A annual summary with the posting dates on it.
State abuse registry rechecks, driving records and personal auto insurance are now compliance items with a yearly renewal, so they show up on the same expiry dashboard as CPR and background checks. New hires get 30, 60 and 90 day check-ins on their onboarding checklist. And every pay rate change is now in the activity log with who made it.
2026.08.89 Released August 22, 2026
Colorado requires a written notice to every departing employee, and twenty other states require a notice, a pamphlet or a state form. Every separation record now produces one: employer and employee details, first and last day worked, the reason, year to date and last week earnings, and how to apply for unemployment benefits. The page says what your state wants and by when, links the state's own form where there is one, and records when and how the notice was handed over. Earnings come from payroll and HR confirms them before the notice goes out. The unemployment claim pack shows that the notice was given.
Staff can request a workplace accommodation from their Profile: a change to schedule, duties, equipment or workplace for a health condition, pregnancy or religious practice. The owner and HR work it through on an Accommodations tab, keep a dated log the employee can follow, and record the decision with what was granted and a review date. The employee signs for the decision. Medical paperwork stays in the employee's own Files, apart from the personnel file. HR is reminded when a review date passes or a request has sat untouched.
A Who to call button on the Staff page opens one list of everyone's phone and emergency contact, tap to call, with a printable sheet for the emergency binder. It flags anyone with no emergency contact on file.
The employee handbook now carries its PDF, so staff can read it before they sign, and HR can open any version.
On the mobile app, Profile has a To Acknowledge screen: write ups, reviews, the handbook and accommodation decisions, read and signed from the phone. The updated app needs to be installed for this one.
2026.08.87 Released August 21, 2026
Corrective and disciplinary actions live on the staff HR tab. One ladder per person, from a coaching conversation to termination, and each step is either corrective (close a gap through training and a plan) or disciplinary (a formal record of a policy violation). A short wizard suggests the next step from the person's history, pulls in attendance incidents from the absence record, and produces the document, titled by what it is: Written Warning, Coaching Record, Performance Improvement Plan. The employee reads it and signs it from their Profile, with the date, time and a typed name recorded. If they decline to sign, that is recorded too. Directors, managers and the supervising BCBA can draft the two lighter steps for their own direct reports; the owner and HR issue everything. HR notes never reach the employee. Under HR Settings you choose the words your practice uses for this, which steps you apply, and whether supervisors may draft.
Your employee handbook now has versions. Record one, and every staff member is asked to acknowledge it from Profile. HR sees who has signed and who has not, and every write up cites the version in force.
Performance reviews: schedule a 90 day, annual, mid year or probation review from the staff HR tab, with a due date and a reviewer (the person's manager by default). The reviewer writes it on the usual form page, the employee reads and signs it from Profile and can add a comment, and reviewers are reminded a week before it is due. A Reviews tab on the HR page lists every cycle.
When an unemployment claim arrives, one button on the staff HR tab assembles the response: employment dates, positions and pay history, the separation record, two years of attendance, every write up with the employee's response, the last reviews and the signed handbook, as one printable document on the practice letterhead.
Anyone can raise a concern from their Profile: safety, pay, scheduling, how they are being treated, optionally about a named colleague, optionally anonymously. It goes to the owner and HR only. They assign someone to look into it, keep a dated log, decide an outcome and write the resolution the reporter is told. The reporter sees the status and the resolution, never the investigation; the person it is about is never told who raised it.
Smaller things HR asked for. Under every pending time off request, the HR page now says what approving it would leave unstaffed: how many sessions, across how many clients, and how many of those have nobody else assigned, without giving HR the schedule itself. Time off, absences, leave policies, onboarding and offboarding, expense reports, write ups and reviews all come up in search. The people who own onboarding and offboarding tasks are told when a new checklist is created and nudged when a task goes overdue, and a separation with no rehire decision nudges HR after a week. HR can open the staff utilization and productivity reports. And each staff profile has a work state beside the home address, for payroll.
2026.08.86 Released August 21, 2026
Owners have a new Export Data page under Settings. It produces a complete copy of the practice: one folder per client with the readable record as a PDF, the same information as spreadsheets, every uploaded document and the raw data for importing into another system; one folder per staff member with their full employee file; and your organization's billing, scheduling, settings, messages and activity log. Each client folder arrives as its own zip, with one more for staff and one for the organization.
Alongside the zips there is a manifest listing every file with a checksum, so both sides can prove exactly what changed hands, and a small script for Windows or Mac that downloads the whole tree in one go, checks every file, and picks up where it left off if the connection drops.
It builds in the background, tells you when it is ready, and stays available for 30 days, after which ABAVault deletes its copy. Only the practice owner can request it, once every 30 days, and every download is logged. The single-client export from the previous release is still there on each client's page for the everyday records request.
Office Coordinators can now open clinical documents on a client's Files tab, the insurance cards and authorization letters they file every day, with the same per-client access everyone else has. Legal and safeguarding documents keep their narrower audience.
2026.08.85 Released August 21, 2026
Every client profile now has an Export complete record button. It produces everything on file for that client: a readable PDF record (demographics, contacts, insurance, diagnoses, allergies, medications and their changes, authorizations, programs and targets with their graphs, the session log), the same information as spreadsheets, every uploaded document under its original name, and a manifest listing each file with a checksum. The whole thing arrives as one zip, builds in the background, and notifies you when it is ready.
That is a parent's records request, a subpoena, or a transfer to another provider answered in about a minute instead of an afternoon. Owners, Admins, Directors, Compliance and Office Coordinators can request one, for clients they already have access to. The export is scoped to the person who asked for it: anything they could not open in ABAVault is left out and counted, so nobody mistakes a partial copy for a complete one. Records carrying a federal confidentiality restriction are flagged, with the notice included. Exports expire after 30 days and every download is logged.
A nightly job that switches a departing staff member's access off on their last day had not been running since it was added. No one was affected, because no such separation had been recorded yet, but it runs now.
2026.08.84 Released August 21, 2026
A certification, an authorization, a medication and a compliance check can each have its document attached right on the record. Upload it there and it lands in the Files tab as well, as one file, so there is never a second copy to keep in step.
Opening a document from a certification or a compliance check now works every time. Before this, the link behind those records quietly stopped working after about a month, so anything older than that could not be opened. Older records keep their original link and say so; new ones do not expire.
If someone uploads a certification scan to a staff member's Files tab without filling in the details, the Certifications tab now shows it under needs details, with one button that opens the usual form with the file already attached. ABAVault will not invent a certification with no expiry date on your behalf, because that is the kind that slips past every expiry report.
Compliance check documents, like a TB test or a check verification, have their own category in Files, with an expiry date since those checks come around again.
Every document you upload is read for its text in your browser, the way the insurance card reader already works, and nothing leaves your device. The text is kept with the file so documents can be searched and have their details picked out in a later release.
2026.08.83 Released August 21, 2026
The progress report dialog offered a draft with AI option to everyone, including practices that have AI switched off. Ticking it did nothing, which looked like a broken feature rather than an absent one. The option now appears only when it would actually run.
We also tightened what some office roles could see in a client's new Files tab. That is fully in place.
2026.08.82 Released August 21, 2026
Everything uploaded about a person or a place now lives in one Files tab on their record: insurance cards, scanned plans, leases, licences, whatever your practice keeps. Files are tagged rather than copied, so the insurance card you see on the Insurance page is the same single file you see in the client's Files tab.
What each person sees in that tab depends on their role. The tag on a file decides who can open it, so an HR-only document is invisible to a BCBA looking at the same drawer, and staff can always open their own paperwork, like their W-4, but never their own background check. Opening a sensitive file is logged. Everything you had uploaded before was carried across without moving a thing.
We also fixed a spot on the staff page that showed client names to roles that should not see them.
2026.08.81 Released August 21, 2026
Certification expiry was tracked and reported, but nothing stopped a staff member whose RBT or BCBA certification had lapsed from being scheduled and billed. Billing lines now carry a lapsed credential warning, treated the same way as the other billing checks, and the schedule marks sessions that fall after a staff member's credential expiry. It warns rather than blocks: imperfect credential data should never cancel a child's session.
The staff record's Documents tab now shows the actual employee file, with upload and open by category and access controlled per category. Performance reviews, corrective actions, accommodation records, separation paperwork and immigration documents each have a home, with the narrow access each deserves. Documents that expire, like an I-9 or a licence, carry a date and a badge that turns red when it passes. The old Documents tab, which only ever showed filled-out forms, is now called Forms.
The onboarding checklist used to exist only for staff added through the invite flow. A Start Onboarding button now runs it for anyone.
2026.08.80 Released August 21, 2026
A single fix, shipped the day it was found. Some dashboard panels were showing the same figures to every role. Each panel now follows the same access rules as the page it summarises, and roles without access see an empty panel instead.
2026.08.79 Released August 21, 2026
Recording a separation is now one action that does everything. It captures the type, the dates, the reason and rehire eligibility, and in the same step ends the person's open positions and pay rates, deactivates their account and signs them out everywhere. A future-dated separation leaves access on through the notice period and switches it off on the day. The Deactivate button now steers you to Record Separation when someone is actually leaving, and keeps a plain deactivate for temporary holds.
Rehire eligibility is a three-way verdict: eligible, not eligible, or not yet decided. Only the Owner and HR can see or set it, and every change is recorded with who made the call. If someone tries to re-add a former employee, the verdict shows up right then instead of a bare already exists error.
Recording a separation opens an offboarding checklist across HR, payroll, IT and clinical leadership. Most of the items tick themselves the moment the underlying fact is true: equipment actually returned, caseload actually reassigned, access actually revoked. Caseload reassignment cannot be ticked by hand while clients are still assigned; it tells you how many.
Hire dates are now a proper field on every staff record, filled in from the earliest position on file.
If you hold two roles, say a BCBA who also runs HR, the app now honours both everywhere. Before, only the menu did. We also narrowed which client documents HR can open.
2026.08.78 Released August 20, 2026
The six digit code you enter when you sign in now has six boxes instead of one long field. They fill as you type and turn green once the code is complete. If the code is rejected the boxes turn red and shake, so you can tell at a glance that it did not go through rather than hunting for a message. If the code is already on your clipboard from your authenticator app or a text message, pasting it fills all six at once.
The sign-in page on a phone has its full background again, shield and all, instead of the flat colour it had been showing since the page was rebuilt to fit smaller screens. If you use the mobile app you will recognise it, because the two now look the same.
The mobile app runs natively on iPhone and iPad, with layouts made for the larger screen. One fix in there is worth mentioning on its own: a pop up could sometimes turn invisible while still catching your taps, which made the app feel frozen for no visible reason.
2026.08.71 Released August 17, 2026
A punctuation cleanup across the product. Long dashes are gone from messages, errors, emails, invoices and reports, replaced with ordinary commas and full stops.
Two things you might actually notice. Empty cells in reports and on invoices now read as empty instead of showing a dash, which is easier to scan in a column of figures. And the drafts the AI writes for session notes and progress summaries get the same treatment before you ever see them, so they read like the rest of the app.
2026.08.70 Released August 17, 2026
If you signed in with a recovery code, the app could come back with messaging, the family portal and other features looking switched off, even when your practice had them turned on. Signing out and back in the usual way cleared it. That is properly fixed now. A recovery sign-in gives you the same account as any other sign-in.
We also rewrote the message you see when you permanently delete a client. It used to say the data would be destroyed after 90 days. That is not what happens, so the message now says what does: the client is removed from ABAVault and is no longer visible anywhere in the app, and the underlying record is kept in line with your record retention obligations and your agreement with us. If you need to talk through what that means for your practice, email legal@abavault.com.
2026.08.69 Released August 17, 2026
Setting up your authenticator app used to send you back to the sign-in screen straight afterwards, and the code on your phone had usually not changed yet, so it took a few goes to get in. Now you scan the code, type the six digits, and you are in. One sign-in.
We also fixed something you could not see. Some accounts finished setup in a half-configured state that could ask for a code from a device you no longer had. New enrollments are set correctly, and if you ever get stuck there are recovery codes on your profile page.
Adding a staff member from the New staff member page was failing with an unhelpful error. It works now. Inviting staff was never affected.
The rest of this release is the web app on smaller screens. The menu becomes a drawer on a phone or a narrow window instead of squeezing the page into a sliver, the sign-in page fits properly, dialogs no longer hang off the edge, and setting up your practice works on a tablet. The chat panel stays on iPad and computer, where there is room for it.
Sliders, buttons and text fields across the app now come from one shared set, so the same control looks the same everywhere.
2026.08.48 to 2026.08.64 Released August 15 to 16, 2026
Seventeen releases in two days, nearly all about one question: what happens when you call us and we are asleep.
After hours, Abby answers. If you call outside our hours from a number your practice has on file, you no longer go straight to voicemail. Abby, our automated assistant, picks up. She tells you the call may be recorded and transcribed, greets you by name, and you can ask her anything about ABAVault. If you would rather leave a message for a person, press 2 and that works like it always has. Abby only answers for people we already know; everyone else still reaches voicemail.
She answers from checked pages, not from imagination. Abby works from the same written, verified articles and help pages our own team uses on daytime calls. If nothing we have written covers your question, she says she does not have a good answer and passes it to the team instead of guessing. Every conversation with her is saved to a case in full, so the person following up in the morning reads exactly what was said, not a summary of it.
She takes requests but never touches your account. Ask her for something only a person can do, like fixing your sign-in, and she writes it up for the team and tells you they will follow up as soon as they can. Nothing about your account, password, or sign-in is ever changed by the assistant. That is a decision, not a limitation.
Prove it is you with a PIN. Everyone picks a six digit support PIN the next time they sign in, and you can see and change yours on your profile page any time. Your practice also has its own practice PIN that owners can read in Settings. When you call us, day or night, and ask us to change something, we ask for a PIN. Read yours to Abby and she marks the request identity verified, so the team can act on it faster the next morning. The PIN is not your password, and we will never ask for your password on the phone.
Lost your authenticator app? There is a way back in. Your profile page can generate ten recovery codes. Each works once: a code plus your password signs you in when your authenticator is gone, and you can set up a new one from there. Generate them before you need them.
One fix worth naming: for a short stretch the app's left menu lost its styling and looked broken. The app worked throughout, it looked wrong. Fixed.
2026.08.38 to 2026.08.47 Released August 14 to 15, 2026
Ten releases in three days, almost all of them about what happens when you call us. Nothing changed inside the app itself except the one thing described below.
You can hear where you are in line. Call us, pick a line, and if you end up waiting you now hear whether you are next or how many callers are ahead of you. If waiting is not your thing, press 3 and leave a voicemail without losing your request; it lands on our list like any other case.
We greet people, not phone numbers. If your number is on file with your practice, our screen shows your name and your practice before we pick up. If you call from the front desk line or a number we have seen before, same thing. You should never have to introduce yourself twice to the same company.
Answered calls are recorded and transcribed. When you talk to us, the call is recorded and a written transcript attaches to your case. That means the notes from your last call are the actual words, not someone's memory of them, and a second call about the same thing starts where the first one ended. If you would rather not be recorded on a call, say so and we will note the case by hand instead.
Our answers come from checked pages, not from memory. While we are on the phone with you, our screen searches the articles we have written and verified about ABAVault and shows the relevant one to the person you are talking to. A human still does the talking. The point is that the answer you get is the same one written down and checked against the product, not whatever the person on shift happens to remember.
The one thing to write down: for three nights in mid August, several of our overnight housekeeping tasks did not run, including the job that updates mastery statuses from the day's data and the one that accrues leave balances. Everything caught up on its own on the night of August 15, nothing was lost or changed incorrectly, and work that should have been done overnight was done late. We found it during a routine morning check, fixed the cause the same day, and built a watchdog that now pages us within hours if an overnight task goes quiet again.
And some boring reliability work you will never see: we practiced restoring our database from backup, end to end, and proved the restored copy is complete, and app updates now go out on infrastructure that proves the new version healthy before your traffic touches it. Neither changes anything on your screen, which is the point.
The phone number still is not on the website. It goes up when the desk on our end is something we are proud to answer, and after these three days it nearly is.
2026.08.37 Released August 14, 2026
When you call, we know it's you. Our support screen now shows who is calling before we pick up, along with whether you chose the account help line or the sales line. You should not have to spell your practice name to someone who already has your file, so now you don't.
Hold actually sounds like hold. If we put you on hold you now hear music instead of silence. Silence made it feel like the call had dropped. It had not, and there was no way to tell.
Missed calls come back around. If we can't grab your call on the first ring, the line now retries us automatically instead of stranding you. You keep your place; our phone keeps ringing until a human picks up or you decide to leave a message.
Your case notes got sharper. When we resolve a call, we now record where the answer came from and which version of ABAVault you were running, picked from a list instead of typed by hand. That makes the second call about anything faster than the first.
Like last release, nothing changed inside the app itself. We are building the support desk we want to be on the other end of before the phone number goes on the website.
2026.08.36 Released August 14, 2026
Calling us after hours now takes a message. Call the ABAVault line outside business hours and you can leave a voicemail, either press 1 or just stay on the line after the greeting. Your message reaches us with everything we need to get back to you, and it stays on our list until someone does. Before this, after-hours callers were pointed at an email address and that was the end of it.
A missed callback no longer disappears. If you ask for a callback from the hold queue and we fail to pick up when it comes through, that miss now flags itself and we call you back. Previously it could vanish without anyone knowing.
Every call to us is tracked to the end. Each call now opens a case on our side automatically, with what it was about, how it was resolved, and which version of ABAVault you were on at the time. When you call about something a second time, we start from what already happened instead of from zero.
Nothing changed inside the app itself this release; this one is entirely about what happens when you pick up the phone and call us.
2026.08.35 Released August 13, 2026
Task analysis data can be saved from a computer again. Collecting on a laptop rather than a phone, saving a trial had been failing since 7 August. It works now. Two related things were affected and also come back: the per-step breakdown in progress reports, which was blank for anything collected on a computer, and chaining protocols, which were being saved and shown but were not driving which steps the app presented. Data collected on a phone was never affected.
Writing a target is now a short series of questions instead of one long form. The form used to show every control at once, which meant a simple frequency target and a fully chained task analysis looked identical to fill in, and most people spent their time scrolling past things that did not apply. Now the questions follow from how the target is measured. An ABC narrative target asks three short screens. A chained task analysis asks five. Nothing you do not need is on the screen, and the last screen reads your target back to you as sentences so you can check it before saving. Some things that were being offered where they meant nothing are gone: a narrative target no longer asks for a mastery percentage, and an underperformance flag no longer offers "% independent" on a target that has no prompt levels, where it was quietly measuring something else.
Creating a program now offers to take you straight into its first target. It used to close and leave you looking for where to go next. Closing the target editor asks before throwing your work away; clicking outside a half-finished task analysis used to discard it without a word. And when something fails to save, it now tells you why. Every error used to read "Failed to save target", which was true and useless.
Editing the steps of a task analysis now marks the graph. The steps are what the percentage is out of, so adding or removing one changes what every earlier point on that chart means. A dated line now appears saying what changed, so anyone reading the chart later can see where the measurement moved. Marking a step as mastered does not do this, because that is ordinary progress rather than a change to the measure.
A target can be skipped for a single day. If a client is out sick, you can say so on the target, and that day counts as met rather than missed. You can also add extra expected runs for a catch-up day. This does not touch the underlying schedule.
A target can start where it actually is. A client transferring in mid-programme is not at baseline, and until now every target had to be created at baseline and then changed. You can now write the real status when you create it. Mastery is the exception: that has to come from the data.
Archiving a program is no longer permanent. Archiving has always kept the targets and every data point under them, but there was no way to bring one back. There is now an Archived list with a Restore button.
Library templates can carry a whole program. A template used to arrive as little more than a name and a mastery rule, so everything that made it useful had to be typed in again afterwards. Templates can now carry the protocol staff read, the prompt levels, the chaining method, the collection schedule and the flag rule, and can hold more than one target. The library picker also filters and searches, and tells you what a template will create before you add it.
2026.08.34 Released August 13, 2026
You can now say when a dose is meant to happen. A medication on a client's record can carry a schedule: specific times, every so many hours, as needed, or a one off dose on a date. You can limit it to certain days, and set when it starts and stops. Before this, every session showed a single unscheduled row for each medication and your staff had to remember the rest.
And you can say "morning" when nobody knows the exact time. This is the part we thought about hardest. Plenty of doses genuinely happen at "some point in the morning", and writing 06:00 into the record to make the software happy would be inventing a detail nobody gave you. So a time of day is stored as a window, and it reads that way everywhere: staff see "Morning, 06:00 to 11:00, no exact time given" rather than a time, and a windowed dose is never treated as late, because there is no deadline to be late against. If you do know the exact time, enter the exact time and it behaves as one.
Whatever the prescriber wrote stays exactly as written. The schedule sits next to it, not on top of it, and the schedule editor shows the prescriber's own words read-only with a note saying that editing the schedule will not change them.
Route is now a list. Oral, patch, inhaled, injection, feeding tube and the rest, with an Other box for anything not on it. If a medication already had a route typed in that is not on the list, it is kept exactly as it was typed rather than quietly replaced.
Setting a schedule needs a BCBA, a manager or an administrator. Anyone who can see the medication record can read the schedule.
2026.08.33 Released August 12, 2026
If a client takes medication, staff can now be asked during the session what they were told about a dose: whether it was taken, who said so, and if it was missed, why. The answers sit on the client's record with a date, so a question that used to live in somebody's memory of a conversation at drop-off is written down.
This is a record of what your staff were told. It is not a medication administration record, and ABAVault will not pretend to be one. If your team actually gives medication rather than asking about it, that needs credential checks and prescriber orders we have not built yet, and turning it on early would be worse than not having it. You switch this on per location, not for the whole organisation, because a clinic that only asks and a day program that administers are different places with different rules.
Your storage allowance, in plain numbers: every organisation gets 250 GB, or 10 GB per active client, whichever is larger. For most practices that is more room than you will use. Nothing about it changes how fast anything loads or how you get to an old file. If you want the detail, ask us for the storage and retention note.
Smaller things: on a client's medication record, the field that used to say "Frequency" now says "Prescriber's instructions", because that is what people were writing in it. The medication changes panel had some spacing and button alignment fixed, including one place where two boxes sat flush against each other and looked like one.
2026.08.32 Released August 10, 2026
If a client's medication changes, that change can now sit on their target graphs as a line you can see, so a jump or a dip in the data has its context right there instead of in somebody's memory of a phone call in March.
A few deliberate choices in how it works. Editing a client's medication list does not put a line on a graph by itself. It offers, and a person decides, because a typo correction and a dose change are not the same event. Only changes that could plausibly affect behaviour draw a line: a new medication, a dose change, a discontinuation. Moving to a different pharmacy does not. And anything covered by federal substance use confidentiality rules never annotates a graph at all.
The clearinghouse panel reported a connection it did not have. Picking Office Ally or Availity from the dropdown in clearinghouse settings showed a green LIVE badge reading "Active (transmitting)" before anything had been saved or the connection tested. Poll Now was clickable too, and it failed, correctly, because there was nothing to poll. The badge now reports what is saved on our side rather than what is typed on the screen. The Save button still checks what you have typed, so the requirement to run a successful Test Connection before activating has not changed.
Our status page was reporting two outages that never happened. status.abavault.com automatically records anything our monitoring flags, which is the right instinct, and twice in the last week it recorded that our API had stopped answering when it had not. The API answered every check throughout both windows. What had actually happened was a health alarm on the infrastructure underneath, and the page was describing it in the strongest available terms rather than the accurate ones. The page now distinguishes the two. If our API genuinely stops answering, it says so and it counts against our uptime. If a health signal goes amber while the service keeps serving, it says that instead. Both stay on the page. We would rather show you a smaller event honestly than a bigger one that did not happen.
Underneath, a reliability fix to how the API holds its database connections, now fully deployed. Nothing to do at your end.
2026.08.31 Released August 10, 2026
The last release fixed the name matching that was raising about four false exclusion matches per staff member. It did not clear out the matches already raised, because nothing in the screen ever removed one. So the fix was real and invisible.
Now a match that stops matching goes away on its own. On the practice we test with, a list of 365 became 36. Those 36 are the ones worth a person's time: a James matched against a Jimmy and two other James Thompsons, all plausible enough that somebody should look.
Nothing you have already dealt with is touched. If you confirmed a match, cleared one, or marked it a duplicate, it stays exactly as you left it, because "we looked at this in March and cleared it" has to survive us improving the matching. Nothing is deleted either. A retired match is still on file explaining why it was raised, it is just out of your way.
Screening runs on its own every month. Until now it wrote what it found to a log file that only we can read, which is not much use to the person who needs to act on it. Your owners, admins, HR and compliance staff now get a notification when a screen finds something new. One notification per screen, not one per match.
One defect worth writing down. From 2026.08.28 until this release, credential alerts reached nobody. The nightly check that watches for a licence that stops passing, or a credential that goes stale, was writing those notices to a database that refused them, and the code that sent them treated the refusal as nothing to report. We found it while building the screening notifications and confirmed it against the live system rather than assuming. It is fixed. The notices from those two weeks are gone. The records themselves were never affected: the checks ran, the results were stored, and they are on each staff member. Only the alerts went missing.
2026.08.30 Released August 10, 2026
Nothing changes in the app. This release adds a way for our status page to check, once a minute, whether the connections that carry your claims to Office Ally and Availity are accepting.
Until now our status page could tell you whether ABAVault was up. It could not tell you whether the wire between us and your clearinghouse was, which is the part that matters when a claim does not arrive. A card for that is coming to status.abavault.com.
The check is a real handshake with each clearinghouse rather than a ping, so it fails when the connection genuinely fails. It runs at most once every five minutes so we are not knocking on their door 1,440 times a day.
2026.08.29 Released August 10, 2026
The last release said federal exclusion screening had shipped. That was true of the code and not of the screen anyone would have used. Two things were wrong and both are fixed here.
The screening page had nothing linking to it. It lived at its own address, reachable only by typing that address, and once there the page had no menu to get back out. There is now a Verification tab beside Org-Wide, Locations, Staff and Clients, where it should have been from the start.
The name matching was far too loose. Screening compares a practice's staff against the federal exclusion list, and the rule meant to separate people with different first names was not doing its job: two names starting with the same letter were treated as possibly the same person. James was matched against Joy, and against Joshua. On our 88 staff test practice that produced 365 possible matches, about four per person. Nobody works through a list like that, and a list nobody works through is worse than no list, because it still looks like screening.
That rule is fixed, and the threshold behind it is now measured rather than estimated. We tested it against 25,000 real records from the exclusion list, in both directions: does it still recognise the same person written differently, and does it reject strangers who merely share a surname. It keeps every ordinary variation of a name, including nicknames, initials, accents, misspellings and the shortened spellings the federal file itself uses, while discarding more than 99 percent of same surname strangers. We would rather show you five matches worth reading than four hundred worth ignoring.
One thing this release does not do: matches raised by the old version are still on the list. The fix stops new false matches, it does not clear out the ones already there. That cleanup is next.
Staff records can now also carry a date of birth, and it is optional. It exists for one job. Of the individuals on the federal exclusion list, 99 percent have a date of birth on file and only 10 percent have an NPI, so without one, most matching comes down to a name, and a name alone on a common surname is a guess. A date of birth never hides a match: if the dates disagree the match drops down your list rather than disappearing, so a typo costs you a match to dismiss rather than one you never see. It is visible to owners, HR and compliance staff only, it is not on the staff list, and it is not in any export.
2026.08.28 Released August 8, 2026
NPI lookup used to verify and forget. You clicked, saw green, moved on, and nothing on the record said a check had ever happened. The question an auditor actually asks is "show me that you checked, and when," and there was no answer to it. Every check now writes a dated record of what was submitted, what came back, and who ran it, and re-checking adds to that history instead of replacing it.
The name that comes back is compared to the person on file. A valid number belonging to the wrong person is the commonest real error in provider records, and it used to pass without comment. Nicknames, initials, hyphenated surnames, accents and trailing credentials all resolve, and a mismatch is flagged for a person to look at rather than rejected outright.
Federal exclusion screening ships in this release. The OIG exclusion list, all 83,622 records, is refreshed monthly and matched against your active staff by NPI and by name. A hit is a candidate for review, never a verdict: OIG requires confirmation through their own database before anyone acts on a match, and the published file leaves out the field that would confirm it. Compliance can export an evidence pack for any month showing the screening ran and what it found.
State licence verification covers Colorado, Texas and Washington: 125,174 licence records refreshed nightly, with a Verify button on each certification row that writes the result back to the staff record. We checked twelve states, and these three are the ones publishing licence data a computer can read. The rest are web forms behind CAPTCHAs. This is not nationwide licence verification and we will not describe it as such.
Certifications now say what backs them: registry verified, document attested, or self reported, with three different looks and only one checkmark. The distinction was invisible before, since a number typed from memory and a number confirmed by a registry rendered identically. Crisis training (Safety-Care, CPI, PCM, Handle With Care, Ukeru, TCI) has no public registry anywhere, so those records will always read as attested or self reported, never verified.
Credentials go stale on their own and nobody goes looking. Licences re-check every night, NPIs every 30 days, and anything that used to pass and stops passing notifies your compliance staff by name.
BACB credentials (BCBA, BCaBA and RBT) stay manual. Their terms prohibit automated collection from the registry without exception, and the registry publishes no expiry date, so verifying one means a person doing it and recording that they did. The app says so on the record rather than leaving you a gap to guess about.
Two corrections worth knowing. RBT recertification moved from one year to two on 1 January 2026, so the default expiry is now 24 months; records dated on the old cycle were reported to you rather than rewritten, because both cycles are legitimate through 2027 and quietly editing compliance dates is not something we will do. And BCBA-D is not a separate certification, in the BACB's own words, so it is now a doctoral flag on the BCBA record.
Also in this release: plan billing moved from volume brackets to a plain rate card, a per-active-client rate plus a per-staff-seat rate, with a discount for annual terms.
2026.08.27 Released August 7, 2026
Staff tags had not worked fully since the release that introduced them: chips showed on the staff list, opening a profile showed none, and the tag manager sat empty. Fixed. Profiles show their chips, tags can be created and assigned again, and the tag filter is back on the staff list. Ranked tags also read correctly now: "RBT Level 1", not "RBT Level Level 1".
Client compliance moved onto the client page itself. Every client now has a Compliance tab holding their full checklist: evidence, attestations, overrides, rule set management, and the printable audit worksheet. A summary card sits at the top of their Overview and jumps straight to it.
The login page also earned its keep. It shows the platform version so support can anchor on it, and a System status link that turns amber when the app cannot reach our servers, pointing you at status.abavault.com exactly when you need it.
2026.08.26 Released August 7, 2026
Compliance checklists now know which payer a client actually carries. Turn on the Aetna rule set and it applies only to clients with Aetna coverage. State Medicaid sets attach to clients covered by that state's program, whether the card says Medicaid, TennCare, Medi-Cal, or Health First Colorado. Every checklist says why each rule set applies, you can pin a set the matching missed or remove one that doesn't belong (with a logged reason), and the printed audit checklist lists the rule sets it was built from. Prefer a set to cover everyone? One click sets it to all clients.
And staff goals. Every staff member's profile gets a Goals card. Some goals track themselves from data already in ABAVault: supervision received against the 5% floor, data points collected, session notes submitted on time, sessions completed, credentials current. Others are development goals with logged progress, like finishing a certification. Monthly and quarterly goals keep score period by period and write their history; one-time goals conclude at their due date. Everyone sees their own goals and can set private ones; supervisors see their team's. A goal compares a person to their own target. There is no leaderboard, on purpose.
Also in this release: when a target gets flagged for slow progress or meets its mastery criteria, the notification now reaches the BCBA's phone, and the nightly review suggests which task-analysis steps are ready to be marked mastered.
2026.08.25 Released August 7, 2026
State auditors show up with a records checklist. Now ABAVault keeps that checklist for you, per client, all the time.
Turn on the rule sets that apply to your practice. We ship a universal baseline, requirement sets for all 50 state Medicaid ABA programs, and sets for TRICARE, Optum, Aetna, Cigna, Anthem, Humana, and Kaiser, each with its regulation citations. Every client then gets a live checklist in the auditor's own format: requirement, regulation, observation, notes. Items check themselves where the data already lives in ABAVault. A missing birth date shows up red the moment it goes missing. An authorization about to lapse with no renewal on file warns you 30 days out. Signing a progress report turns the progress-report row green on its own.
For everything else, attach the document (with an expiry date if it renews), or record who verified it and when. If an item doesn't apply to a client, mark it N/A with a reason. Then print the checklist on your letterhead and hand it to the reviewer.
ABAVault suggests the right rule sets based on where your locations are and which payers your clients carry. You decide which ones to turn on.
Also in this release: targets can carry a flag rule, and a nightly review flags any target that isn't making progress so the BCBA sees it before the reauth packet does. Clearing a flag records what you changed, which is exactly the documentation payers ask for. And task-analysis steps can now carry instructions, so the person running the program sees how to run each step.
2026.08.24 Released August 7, 2026
Task-analysis programs got the treatment BCBAs have been asking for. Pick a chaining method (forward, backward, or total task), set the advancement and regression rules in plain language, and the mobile app enforces the protocol: it presents the right steps for today's trial, marks the training step, and explains why ("Regressed: 'Turn water on' was prompted last trial"). Every step is scored at a prompt level from your own hierarchy, and each step tracks its own mastery.
Targets can be scheduled: run this 4 times a day, or 4 times per staff member when you want to compare across staff. The collection screen shows bubbles filling in as trials are saved, works offline, and tells staff what's left ("13 of 21 scheduled trials today"). Behavior-reduction targets can be pinned to the top so the behaviors that need attention are the first thing staff see.
Supervision tracking is built in: the hours each RBT receives are computed from sessions automatically, meetings can be logged, and your targets are checked against the BACB's 5% floor and your payers' stricter rules.
And progress reports: pick a period, and ABAVault assembles the data: graphs, mastery, attendance, caregiver training. AI drafts the narrative if you want it to; the BCBA reviews, edits, and signs. Signing locks the report permanently, and the printout is ready for a reauthorization packet.
2026.08.23 Released August 6, 2026
An org-defined label library for your team: plain tags like "Bilingual (Spanish)" or "Tricare certified", ranked levels for your internal tiers ("RBT Level 1 to 3"), and visibility controls so sensitive-but-scheduling-relevant labels are seen by the people running the schedule and nobody else. Tags show on the staff list and profiles, filter the staff list, and match in search. Bulk-tag a whole cohort in one step. A tag can also derive from a compliance credential, so "PCM trained" appears automatically while the check is current and turns amber the day it lapses.
2026.08.22 Released August 6, 2026
A message push used to say "New message" and nothing else. Now it shows who sent it ("Sarah Mitchell sent you a message"), and a mention says it's a mention. The message text still never leaves the app, and neither does the conversation title, since practices often name channels after the child they concern. What reaches the phone is a name and a type.
One deliberate exception: a caregiver is never named. A parent's surname usually matches their child's, so a family message reads "A caregiver sent you a message" with no name at all.
Also in this release: publishing an update no longer causes a brief blip of failed requests. A new server proves itself healthy before the old one steps aside, so a deploy is invisible from the app.
2026.08.19 Released August 6, 2026
When something went wrong during sign-in, the app blamed the MFA code no matter what actually failed. Now a mistyped code says so, an expired code says so, and a problem on our side says so plainly instead of implying you typed something wrong. And because a sign-in session only gets one code attempt, a mistake now returns you to the password screen for a fresh start rather than letting you retry against an attempt that was already spent.
Our own status monitoring also got stricter behind the scenes, so problems surface to us before they surface to you.
2026.08.18 Released August 5, 2026
Three fixes, all in the phone app, so they arrive with an app update. A notification that arrived while you were already using the app now actually appears; it used to stay silent in exactly the situation where you were watching for it. Message pushes and clinical alerts now land on their separate channels, so you can mute one without losing the other. And tapping a notification opens the conversation it came from, whether the app was already running or the tap launched it.
2026.08.17 Released August 5, 2026
Sending someone a message used to move the Inbox badge and nothing else. It now also writes a row in Alerts with the sender's name and the first line of the message. Pictures show a thumbnail, and sending a file, which used to notify nobody at all, notifies people now. Muting a conversation still keeps your phone quiet, but you keep the record of what was said while you were not looking.
We also fixed a bug that kept owners from turning notifications on at all: the permission prompt drew underneath the screen owners land on, so it never appeared.
A privacy rule worth stating: nothing on a lock screen names a client or quotes a message. The detail lives inside the app, behind the lock and the biometric prompt.
2026.08.16 Released August 5, 2026
The mobile app used to sign you out every fifteen minutes, and getting back in meant a password and an MFA code. Sessions now last the working day, and coming back after a short break asks for a fingerprint and nothing else. This is in the phone app, so it arrives with an app update.
Losing signal no longer signs you out either. The app can now tell the difference between a session the server rejected and a server it could not reach, so a dead spot in a client's house fails the request and keeps you signed in, instead of dropping you at a login screen you cannot complete without a connection.
Also: the AI assistant streams its replies a few words at a time instead of making you wait for the whole answer, and documents uploaded to a client file are read on upload, so their text is available to the assistant under the same permissions as the file itself.
2026.08.15 Released August 5, 2026
Open a client, start a chat, ask about them. The assistant reads the same computed figures the progress summary uses (targets, trend, mastery) and puts them into sentences, pointing out what looks worth checking. It cannot look clients up, it cannot change a program, and whether a client is progressing is computed by ABAVault, the same way the graphs compute it. The assistant explains numbers you can see on screen; it does not invent a verdict.
Client chat is a separate switch from product AI chat and ships turned off. Chat history also has a lifespan now: 90 days by default, adjustable by an owner in Settings, and chats about a client are deleted the moment that client's record is marked for destruction.
Earlier releases predate this page. Questions about a specific version? Ask us and mention the version number.