Release Overview Video

Ask Leo

New Feature

Conversational Chat Experience with Leo

Users can now have natural back-and-forth conversations with Ask Leo. Follow-up questions are understood in context, eliminating the need to repeat information across messages.

Start a New Chat from the Ask Leo Window

Users can start a new conversation at any time without losing their current chat, making it easy to switch topics or begin a new discussion.

Use Ask Leo Alongside Exxat Prism

Users can interact with Ask Leo while continuing to work in Exxat Prism. The Ask Leo window remains accessible without blocking or navigating away from the current screen.

Access Conversation History

Users can view their past conversations with Ask Leo, making it easy to revisit previous responses and continue earlier discussions.

Rename, Pin, or Delete Conversations

Users can organize their conversation history by renaming chats, pinning important conversations, or deleting conversations that are no longer needed.

Search Conversation History

Users can search their conversation history to quickly find previously discussed topics or responses.

Move the Ask Leo Window

Users can reposition the Ask Leo window anywhere on the screen to avoid blocking the content they are working on.

Resize the Ask Leo Window

Users can resize the Ask Leo window to fit their preferences, whether they need a compact view or more space for longer conversations.

Minimize Ask Leo into a Floating Action Button

Users can minimize the Ask Leo window into a movable floating action button, keeping it accessible while reducing screen clutter.

Provide Feedback on Responses

When users provide a thumbs-down rating, they can now specify what went wrong directly within the Ask Leo window, helping improve response quality over time.

Suggested Queries on Welcome and New Chat Screens

Users are presented with a curated list of sample queries on the Welcome screen and each New Chat screen, helping them get started and discover what Ask Leo can assist with.

For more information see article  Using Ask Leo: Your AI Assistant for Exxat Prism

Program Details

New Feature

Better Email Previews while using Merge Fields 

Program administrators will now see sample values when previewing email templates. Whether it’s a name, a link, or a table, these previews clarify formatting and eliminate the need for test emails, ensuring more efficient communication.

Centralized Restricted Template Editing 

Program administrators can now manage Restricted Email Categories from a centralized location. 

While these categories allow editing of the existing template, they do not support the creation of additional templates. 

Previously, updates required navigating to individual modules; now all Restricted Email Categories can be accessed and managed centrally, ensuring a more streamlined and consistent experience.

For more information see

Article Using Notification Hub

Video Administrator Navigation in Exxat Prism

Student

Enhancements

Enhanced Add Student Experience on the Student Grid 

Administrators can now add individual students or import multiple students in bulk directly from the Student Grid.

For more information see article Managing Student Access and Attributes

Faculty

New Feature

Additional Documents for Faculty Profiles

A new Additional Documents section has been added to faculty profiles, allowing faculty members to upload documents such as passports, certifications, and other relevant records. 

This provides a centralized location for storing faculty-specific documentation within Exxat Prism.

For more information see article Completing Your Faculty Profile and Generating CV

Bulk Update Faculty Information

Program Administrators can now update selected faculty attributes for up to 100 faculty members at a time. This enhancement reduces repetitive manual updates and makes it easier to maintain accurate faculty information at scale.

For more information see article Key Features for Faculty and Staff Management

Placement Faculty Can Now View Slot Notes

Placement faculty can now view slot notes shared with students by program administrators. This provides additional context and information for the placements they manage, helping improve coordination and oversight.

For more information see article Managing Student Placements

Enhancements

Schedule Bulk Emails Using Templates

Program Administrators can now schedule bulk emails for students and faculty using predefined email templates. This enhancement provides greater flexibility in planning and automating communications, ensuring messages are delivered at the right time without requiring manual intervention.

For more information see article Key Features for Faculty and Staff Management

Bulk Management of Student-Faculty Associations

Program Administrators can now associate or disassociate multiple students with a faculty member in a single action from the Faculty Profile > Student Associations section. 

This enhancement streamlines faculty assignment management and eliminates the need to update student associations individually.

For more information see article Key Features for Faculty and Staff Management

Faculty/Staff Category Added to Bulk Import

The Faculty/Staff bulk import feature now includes a Faculty/Staff Category column in the import template, allowing program administrators to assign category information while creating faculty and staff records in bulk. 

This streamlines user setup and reduces the need for manual updates after import.

For more information see article Key Features for Faculty and Staff Management

Student Compliance

New Feature

Integration with CISIVE for Background Checks and Drug Screening

Programs can now select Cisive as a third-party vendor for student background checks and drug screening. Cisive is now available as an additional option alongside the existing vendor, Universal for Background check and Drug Screening.

For more information see article 
Request a Background Check Through CISIVE (Student)

Request a Drug Screening Through CISIVE (Student)

Enhancements

Compliance Junction Certificates Available for Bulk Download and Profile Link Sharing

Program Administrators can now include Compliance Junction training certificates such as OSHA, HIPAA, and Cybersecurity, when bulk downloading requirement documents or PDF summaries. 

These certificates can also be selected when sharing a student profile externally, providing greater flexibility in managing and sharing compliance records.

Reports

New Feature

Custom Report Names

Program Administrators can now assign custom names to reports, making it easier to align report names with program-specific terminology. 

These custom names are visible to administrators, faculty, and students within the program, ensuring consistent and clear communication across all roles.

For more information see article Report Name Mapping Reference for Exxat Prism Users

Comprehensive Report for Non-Placement Forms and Evaluations

Program Administrators now have access to a new Comprehensive Report for Non-Placement Forms and Evaluations. 

This report provides detailed insights into responses collected through non-placement forms and evaluations, including trends for scoring questions, counts for multiple-choice selections, and summaries of qualitative comments. 

Drill-down capabilities make it easier to analyze responses and make informed decisions.

Encounter Hours Distribution Report

Program Administrators can now access the Encounter Hours Distribution Report, which displays the total encounter hours recorded by students along with a detailed breakdown across various patient log fields.

Enhancements

Aggregate Reports for Anonymous Forms

Administrators can now run the Comprehensive Report for Placement based Forms, Comprehensive Report for Non-Placement Forms/Evaluations, and Graphical Report for Placement Forms for anonymous forms as well. 

This enhancement extends aggregate and graphical reporting capabilities to anonymous forms, enabling administrators to gain deeper insights from all form types.

Revamped Hours by Category Report

Program Administrators can now access the Hours by Category Report, which displays the time logged by students including break time, across timesheet categories configured by the program.

Courses

Enhancements

Custom Branding for Syllabus Documents

Programs can now choose whether generated syllabus documents display the school logo or school name. The displayed school name is derived from the program name and can be customized on the Program Details page, providing greater flexibility in document branding.

For more information see 

Article Generating Syllabus Courses for Curriculum Mapping

Video Managing Courses in Exxat Prism

Start and End Dates Added to Course Offering Bulk Import

Program Administrators can now include Start Date and End Date information when creating course offerings through bulk import. 

This enhancement streamlines course offering setup and reduces the need for manual updates after import.

Video: Setting Up Courses in Exxat Prism

Curriculum Mapping

Enhancements

Learning Activity Cloning During Curriculum Cloning

Program Administrators can now clone learning activities as part of the curriculum cloning process. This enhancement allows learning activities across all course offerings within a curriculum to be copied in a single step, eliminating the need to configure or clone them individually for each course offering.

For more information see 

Article Cloning Curriculum Grid

Video Performing Curriculum Mapping in Exxat Prism

Semi-Mapped Status in Mapped Standards Report

Program Administrators can now identify partially mapped records more easily with the new Semi-Mapped status in the Mapped Standards Report.

For more information see 

Article Mapped Standard Report Curriculum Mapping

Video Performing Curriculum Mapping in Exxat Prism

Competency Management 

Enhancements

Cohort Performance Tracking Dashboard

Program Administrators can now track competency outcomes at the cohort level in addition to individual student performance. 

The Cohort Performance Tracking Dashboard provides visibility into domain averages, score distributions, and key performance metrics, helping administrators better understand how an entire cohort is progressing.

For more information see 

Article Competency Framework and Configuration Management

Video Setting up Competency Management in Exxat Prism

Exxat One and Exxat Prism Integration

New Feature

Bulk Add Exxat One Locations into Exxat Prism

Program administrators can now add multiple Exxat One locations from a site into Exxat Prism in a single action, reducing manual effort and accelerating location setup and maintenance.

For more information see 

Article Exxat Prism - Exxat One Integration

Video Linking Sites and Locations in Exxat One and Exxat Prism

Sites

Enhancements

Select Existing Supervisors from Your Program Directory

Students can now select supervisors from the program's existing supervisor directory when completing clinical coursework. 

This helps prevent duplicate supervisor records, reduces manual data entry, and simplifies supervisor management. 

Program Administrators can control whether the supervisor directory is visible to students through the setup screen.

For more information see articles

• Program Administrators: Key Features of Student Management and Administration

• Students: Adding Experiential Supervisor Information for Placements

Program-Specific Location Areas and Enhanced Map Visibility Controls

Programs now have greater flexibility in managing location areas. Location areas are maintained at the program level, allowing each program to define and manage its own location areas even when locations are shared across multiple programs. 

Programs also have full control over whether locations appear on their student maps, regardless of location sharing.

For more information see 

Article Adding and Managing Locations

Video Setting up Sites and Locations in Exxat Prism

Process My Request

New Feature

Track Student Interviews for Fieldwork Applications in Social Work Programs

Programs can now use MyRequests to allow students to submit requests for multiple locations and supervisors, track interview statuses for each submission, and create placements based on those submissions.

For more information see 

Article Managing Field Application Forms and Creating Placements

Enhancements

Submit MyRequests on Behalf of Students

Administrators can now submit MyRequest forms on behalf of students.

For more information see article Process My Requests

Placements

Enhancements

View Slots and Placements from Supervisor Profile

Program Administrators can now view the slots and placements associated with a supervisor directly from the supervisor's profile.

For more information see article Managing Personnel

Advanced Schedule Support in Placement Assist

Program Administrators can now select slots at the advanced schedule level and prevent matches from being suggested across overlapping advanced schedules based on schedule dates.

For more information see article Using Placement Assist

Placed Student and Wishlist Submission Status Filters in Placement Assist

Program Administrators can now filter students by placement assignment status and wishlist submission status while running Placement Assist.

For more information see article Using Placement Assist

Learning Activities Management

Enhancements

Hierarchical Categories in Timesheet

Timesheet now supports hierarchical categories with up to three levels, enabling administrators and faculty to organize categories in a more structured way for improved tracking and reporting. 

This enhancement also enables cumulative rolling hours in the Hours by Category Report, providing better visibility into hour progression across category groups.

For more information see 

Article Activating and Reviewing Timesheets

Video Managing Learning Activities in Exxat Prism

Notifications for Non-Placement-Based Forms

Administrators can now request notifications for non-placement-based (course) forms based on various criteria, including low scores, specific responses, and status changes.

For more information see 

Article Setup Auto Notifications for Forms and Evaluations

Video Managing Learning Activities in Exxat Prism