Drag & Drop

You asked for faster rescheduling, so we built it. Drag and drop any appointment to a new time slot in your calendar, that's it. No more clicking through forms to reschedule sessions. Whether you're handling last-minute changes or optimizing your weekly schedule, moving appointments is now instant!

Client Intake CRM Workflow

Manage your entire client pipeline in one visual workspace. Our new CRM system transforms client intake from a fragmented process into a streamlined Kanban board that gives you complete visibility from first contact to active therapy. Drag clients seamlessly through 11 pipeline stages, from Lead all the way to Active Client, with real-time updates that keep your entire team aligned. Filter by status, search across your pipeline, and save your preferred views so you can focus on what matters most.

Goal Bank

Save time on creating goals with our reusable goal templates. Navigate to the settings tab and create your goals. These can now be easily added to a client's treatment plan, saving you repeatable work.

Goal Categories

We now have enhances goal categories in clinical. Goals can be tagged with a category from a list of 15 (Manding, Play Skills, Motor Imitation, etc.) to make it easier to sort.

Compliance Agent Rule Bank

Streamline your compliance process with our new Rule Bank. Add common compliance rules to runs, saving time on getting started with the compliance agent.

Self Serve Stedi Enrollments

You can now set up Stedi enrollments directly in Hipp. Navigate to Payor settings and select a Payor to get started. There is now more information to help you get set up such as aliases, transaction support, etc.

Learn More

Other Updates:

Added min/max data points per session functionality for percentage goals to control data collection requirements
New Question Widget in Documents - Add questions to your documents and choose between check boxes, radio buttons, or text input
Bulk Chart Insertion in Documents - Insert multiple charts at a time into your documents
Clinician Co-Signature Validation Rule - Customize encounters to require a co-signature from the supervising clinician. Navigate to Payor Settings -> Configurations to turn on
Drafts for Manual EOB Uploads - You can enable this in Payor Settings to automatically add an address to claims

January 13, 2026

Web Based Data Collection

Web based data collection is here! You can now create note templates and collect data on goals directly in the Hipp web app. Once set up, simply click Start Appointment from the calendar view to start collecting data. Pinned goals will show up on the sidebar of the document.

Cumulative Mastery Charts

We now offer the ability to track goal mastery for multi target goals directly on the chart. Toggle between Standard and Cumulative Mastery views to add mastery data.

Export ERA as PDF

You can now download ERA's! Navigate to the top of the screen next to the Post button to export your ERA.

Other updates:

Add Payor Address to Claim - You can enable this in Payor Settings to automatically add an address to claims
Added Support for Automatic Claim Generation - There is now an easier process to create secondary claims directly from an ERA

December 26, 2025