Release Overview Video

Ask Leo

New Feature

Workflow Actions via Ask Leo

Leo now goes beyond answering questions. Leo can execute actions on behalf of admins directly within the conversation.

In this release, program adminstrators can:

1. Publish unpublished placements individually or in bulk by asking Leo, without navigating to the Placements page.

2. Modify placement dates by updating the start date and end date of a placement through a conversational request.

This is the foundation of Leo's agentic capabilities, with more workflow actions planned in future releases.

Expanded Data Search Capabilities

Program Administrators can ask natural-language questions about any of the areas below and receive direct answers grounded in live Exxat PRISM data. 

The coverage for this release is as follows:

• Placement & Sites: Placements, site assessments, site profiles, and preceptor profiles

• Learning Activities: Timesheets and time-off records

• Faculty Compliance: Faculty compliance requirements and statuses

• Student and Faculty Records: Student profiles, student questionnaires, student requirements, and faculty profiles

• Tenant-level metrics: Aggregated institutional data and usage metrics

Enhancements

Contextual Suggested Questions

Ask Leo now surfaces relevant suggested questions based on the module the user is currently working in. When triggered from a specific section, such as Compliance, Placements, or Learning Activities, the suggested prompts reflect that context, helping users discover what Leo can do without guessing.

Enhanced Navigation

Leo now handles navigation requests more intelligently. When a user's intent is clear. 

For example, "take me to Faculty Compliance," Leo navigates directly to the page.

When the intent is ambiguous or could map to multiple destinations, Leo presents a list of relevant page links for the user to choose from, rather than guessing or failing silently.

Chat History Moved to Header

The conversation history icon has been relocated to the top left of the Ask Leo window, just below the Ask Leo icon. It is a floating icon that serves as the single access point for viewing past conversations.

For more information see:

Article: Using Ask Leo - Your AI Assistant for Exxat Prism

Program Details

New Feature

Compose with Leo

School administrators can now enable Compose with LEO from the AI Feature Hub to allow users to generate and refine email template subject and body content using AI. 

This feature helps administrators create clearer, more polished email templates while using the relevant email template category context and available merge fields.

For more information see: 

Article: Managing the Notification Hub

Video: Administrator Navigation

Manage Notification Preferences in Program Notifications

School administrators can now set the default delivery channel for each notification event, including PRISM notifications, email, or both. 

Users can update these preferences unless the school locks a channel to ensure mandatory notifications remain enabled.

For more information see: 

Article: Managing the Notification Hub

Video: Administrator Navigation

Enhancements

AI Feature Hub: Centralized AI Feature Management

The revamped AI Feature Hub provides a centralized place to review and manage AI features available for your program. View what each feature offers, understand how data is used, and enable or disable eligible features as needed. 

New AI features will remain disabled by default until an authorized administrator enables them.

For more information see: 

Article: Managing AI Features in the AI Feature Hub

Video: Administrator Navigation

Purchase Additional Licenses from Manage Licenses

Administrators can now purchase additional licenses directly from Manage Licenses when available licenses are insufficient, enabling faster license assignment without needing to raise a support ticket.

For more information see: 

Article:Managing Subscriptions

Video: Administrator Navigation

Customizable Profile Sharing Templates

Administrators can now customize email templates used when sharing student profiles, enabling more personalized and consistent communication.

For more information see: 

Article: Overview of Student Page

Student Mobile App Link in Invitation Templates

Administrators can now include the Mobile App link as an optional merge field when creating or customizing invitation templates, making it easier to share Student mobile app links with students.

Export Functionality on Manage Subscription

Administrators can now export license information from Manage Licenses in Excel format, making it easier to review.

For more information see: 

Article:Managing Subscriptions

Video: Administrator Navigation

Students

New Feature

Published Event Schedule on Course Details

Students can now access published course event schedules from the Course Details page.

For more information see: 

Article: Managing Course Information

In-app Notifications for Students

Students can now receive in-app notifications for published Interventions, Communications, Follow-ups, and Attestations, as well as Placement Published or updated, helping them stay informed about important updates and required actions.

For more information see: 

Article: Accessing and Navigating Exxat Prism from the Student Dashboard

Enhancements

Enhanced Student Dashboard Experience

The Student Dashboard has been redesigned to make important information and actions easier to find.

• Improved Placement & Calendar Experience: Students can now navigate placements more easily, identify ongoing placements, view placement details, and quickly spot items that require attention through clearer statuses and an enhanced calendar experience.
   

• Clearer Compliance, Profile & Program Requirement Progress: The dashboard now presents School Compliance, missing profile information, and Program Requirement progress in a simpler, more compact format so students can quickly understand what is completed and what still needs attention.
   

• Simplified Timesheet Hours Tracking: Experiential progress, including approved hours and logs, is now easier to understand with progress indicators and direct access to related workflows, while reducing overall dashboard clutter.

For more information see: 

Article: Accessing and Navigating Exxat Prism from the Student Dashboard

Faculty

New Feature

Bulk Download of CVs

Program Administrators can now download CVs for multiple faculty and staff members in bulk, making it easier to prepare documentation for accreditation submissions.

For more information see: 

Article: Viewing and Managing Faculty Information

New Faculty/Staff Reports for Supporting Accreditation

Faculty reporting has been enhanced to better support accreditation requirements. 

Four new reports are now available covering 

• Faculty/staff education

• Licensure

• Certifications

• Research and funding details.

For more information see: 

Article: Faculty Reports

Student Compliance

Enhancements

Graduate Student Compliance Data 

Program Administrators can now view and act on compliance requirements for students marked as Graduate in the "By Student" view, alongside active students. 

Program Administrators can select the Graduate option from the "Student Profile Status" filter to view their compliance records and export the filtered view as needed.

For more information see: 

Article: Review Student Compliance Document

Faculty Compliance

New Feature

In-app Notifications

Faculty members will now receive real-time in-app notifications whenever their compliance requirements are marked as Approved or Not Approved by a reviewer. 

A new bell icon in the top-right corner of the screen header provides quick access to all notifications. The bell icon in the screen header will also display the count of unread notifications.

Enhancements

Guided Wizard for Creation and Modification of Requirements

Program Administrators now have a streamlined, step-by-step wizard for creating and modifying requirements on the Requirement Setup page.

The new three-step workflow replaces the previous single-form layout, making it easier to configure requirements without extensive scrolling. 

Each step focuses on one aspect of the setup: defining the requirement and its settings, selecting and renaming applicable sections, and customizing fields within those sections.

For more information see: 

Article: Setup Faculty Compliance

Reports

New Feature

AI-Powered Custom Report Generation

Reporting just got a whole lot easier. Our new AI-powered report generator turns natural language requests into fully built custom reports in seconds, putting self-service analytics in everyone's hands with no technical skills required.

For more information see: 

Article: Create a Custom Report Using Leo AI

Video: Configuring Custom Reports in Exxat Prism

Enhancements

Graphical Report Enhancement: Time Spent Distribution

The Graphical Report now includes Time Spent information for all Patient Log form questions where time data is available, making it easier to see exactly where time is being invested.

For more information see: 

Article: Graphical Patient Log Summary Report

PDF Export in the Student Activity Insights Report

Sharing insights just got simpler. You can now export the Student Activity Insights Report as a PDF, making it easy to save, print, or distribute activity data to stakeholders in a clean, professional format.

SLP Report Enhancement: Observation and Direct Contact Hours Summary

The Clinical Clock Hours Report (by Student) and Clinical Clock Hours Report (Cumulative) now feature a summary table, giving you a clear breakdown of Observation Hours and Direct Contact Hours.

Courses

New Feature

Course Reference Number (CRN)

Admins can now add an optional Course Reference Number (CRN) within the Course Details section of a course offering. Schools can use this number to align course offerings across PRISM and their LMS or SIS, making it easier to identify and reference courses across platforms.

Publish Event Schedules to Students

Admins can now publish event schedules to all registered students within a course offering. Once published, students can view the event schedule by selecting the specific course offering from their "Coursework" page.

Article: Managing Courses

Enhancements

Course Cloning: Additional Configuration Options

Admins now have more flexibility when cloning course offerings:

• Select Evaluation Forms: Choose which evaluation forms to include when cloning a course offering.

• Clone Learning Activity Setup: Choose to either:

  • Clone the setup for all LAM activities with everything inactivated, or

  • Clone the setup as is, keeping previously activated learning activities activated in the new course offering.

For more information see: 

Article:Adding & Editing Course Offerings

Improved Faculty & Staff Ordering

Associated faculty and staff are now displayed in alphabetical order within the Course Details page, making it easier to find the right person quickly.

Cloning of Linked Course Measures

Linked course measures are now carried over when cloning courses and curricula. Any links between course measures across different course measure categories are automatically cloned to the new course offering, preserving the existing setup.

For more information see: 

Article: Adding & Editing Course Offerings

Curriculum Mapping

New Feature

AI-Powered Course Import with Leo

Administrators can now upload course documents and let Leo identify and extract relevant course information. The extracted content can be reviewed before import, improving efficiency and consistency during course setup.

For more information see: 

Article: Managing Courses

AI-Powered Course Measure Review with Leo

Administrators can now use Leo to review course measures and identify opportunities for improvement. Leo provides recommendations based on best practices, helping administrators improve the quality of course measures.

For more information see: 

Article: Managing Course Information

Enhancements

Improved Curriculum List Ordering

The Curriculum list is now sorted in reverse alphabetical order, making it easier to locate curricula quickly.

Competency Management

Enhancements

Competency Dashboard: Group-Level Performance

Program Administrators can now select a group within a cohort on the Competency Management Review page to track overall competency performance for that group of students. Previously, competency performance could only be viewed at the cohort level.

For more information see: 

Article: Competency Framework Configuration and Management

Exxat Prism and Exxat One Integration

Enhancements

Link Exxat One Locations to Unique PRISM Locations Per Program

Program Administrators can now link individual Exxat One locations to unique PRISM locations within their program without requiring location sharing across other programs. 

This enhancement provides greater control over location management and program-specific configurations.

For more information see: 

Article: Exxat Prism - Exxat One Integration

Sites

New Feature

Integration with HRSA for Underserved Location Area Tagging

Program Administrators can now automatically fetch underserved area designations when adding or updating locations. 

The integration with HRSA eliminates manual research and automatically populates HPSA, Rural, FQHC, and other critical designations directly into location records. 

This streamlines location discovery and helps programs efficiently plan rotations in HRSA-designated areas without time-consuming manual lookups.

For more information see: 

Article: Adding and Managing Locations

Video: Setting up Sites and Locations in Exxat Prism

Email Auto-Notification for Expiring Supervisor Credentials

Program Administrators can now configure automated email notifications alerting staff, faculty, and supervisors about upcoming credential expirations before they impact placements. 

Supervisors receive direct links to intake forms for submitting updated credentials, eliminating the need for manual follow-up and ensuring proactive compliance management.

For more information see: 

Article: Managing Site Organization and Auto-Notifications

Enhancements

View Student Pins and Multi-Campus Locations on the Placement Map

Users can now visualize student pins and campus locations directly on the placement map view. Program Administrators can also draw radius circles around pins to discover nearby locations, making it easier to identify placement opportunities based on geographical proximity to student or campus addresses.

For more information see: 

Article: Placing and Publishing Placements to Students

Share Location Details with Students in Map View

Program Administrators can now configure which location information, including contact details and contract documents, is displayed to students during location discovery. Additionally, administrators can show or hide the map view entirely from students through the student setup section, eliminating the need for support tickets to manage student visibility.

For more information see: 

Article: Key Features of Student Management and Administration

Bulk Send Intake Forms to Supervisors

Program Administrators can now send intake forms to multiple supervisors in bulk directly from the placement clearance dashboard. This enhancement allows administrators to efficiently collect updated details and documents from all supervisors with upcoming placements in a single action, helping programs stay placement-ready and compliant ahead of schedule.

For more information see: 

Article: Managing Experiential Supervisor Intake Form

New SLP Domain Section on Personnel Profile and Intake Form

A new section has been added to capture ASHA Supervision Requirements in the supervisor intake form and personnel profile. This provides a centralized location for documenting specialized supervision requirements.

Associate's Degree Option for PT and PTA Programs

Associate's degree credentials are now available as an option across all PT and PTA programs in both the personnel profile and intake form, providing greater flexibility in credential documentation.

Archive Unused Site Assessment Forms

Program Administrators can now archive site assessment forms they no longer use directly through the form setup section, eliminating the need for support requests. Historical assessment data remains preserved and accessible, with archived forms clearly marked in the comprehensive assessment report section for easy reference.

For more information see: 

Article: Adding and Managing Sites

Collect Slot Responses Individually from Recipients

Program Administrators can now configure slot request communications to gather responses on a per-recipient basis instead of per-location. This enhancement is particularly valuable for programs that prefer supervisor-based slot requests, providing greater flexibility in how slot availability is collected and managed.

For more information see: 

Article: Creating a Site Communication

Tenant Level Application

Enhancements

Interactive Contract Dashboard

The Contract Dashboard is now fully interactive, allowing users to click on graph elements to apply filters and drill down into detailed information. Selected metrics populate the corresponding list view with raw data, enabling users to analyze contract information more effectively and make data-driven decisions.

For more information see: 

Article: Institutional Level: Contracts and Sites Management

Placements

New Feature

Wishlist Cloning

Program Administrators can now clone a course offering's wishlist and modify any attribute during cloning.

For more information see: 

Article: Managing Wishlists for Student Rotations

In-App Notification for Wishlist Closed Alert

Program Administrators can receive an alert when a wishlist closes, along with the count of student submissions.

In-App Notification Sent to Students for Published and Updated Placements

Program Administrators can now allow students to receive in-app notifications and push notifications when their placements are published or updated.

Match Students to Locations without Slots

Placement Assist can now match students to locations based on their location-based wishlist preferences, independent of slots. Administrators can convert these matches directly into placements.

For more information see: 

Article: Using Placement Assist

Enhancements

Unique Location Assignment per Student

Program Administrators can now enable an option to ensure a student is never matched to the same location twice. When enabled, the system assigns only unique locations across a student's multiple matches.

For more information see: 

Article: Using Placement Assist

Learning Activities

New Feature

Patient Log Self Service

Program Administrators can now create, configure, and manage templates independently, giving them greater control to make limited changes and updates without having to wait for assistance.

The new capabilities also make it faster and easier to create templates in the way that works best: use AI to generate a template, start with an Exxat-provided layout, or build one completely from scratch.

For more information see: 

Article: Course Setup

Log with Leo: AI-Assisted Clinical Documentation

Program Administrators can now enable Log with Leo, allowing students to use Leo assistance to create and draft better and more efficient Patient Logs.

Leo can help students identify and suggest relevant options based on encounter dictation, entered text, or uploaded images. This makes documenting encounters easier and helps students capture important clinical information before submitting their logs for review.

For more information see: 

Article: Managing Course Activities – Activating Patient Logs

Enhancements

LAM Overview Quick Actions & Filters

The new LAM Overview introduces a redesigned experience with a dedicated Forms screen, providing a clear view of form status, distribution status, and quick access to AI Summary.

Administrators can now access pending review forms, patient logs, and timesheets with a single click, eliminating the need to navigate through each placement individually.

New filters are now available across the summary screens, making it easier to find the right students and placements. Filter by parameters such as placement tags, student category, cohort, campus, and more.

For more information see: 

Article: Learning Activities Management Overview

Faculty Selection in Timesheet

Program Administrators can now configure Faculty Selection as an optional reviewer option for Timesheets at the Course Offering level. When enabled, students can assign specific Timesheet hours to selected faculty members for review, in addition to preceptors. This gives programs greater flexibility in directing Timesheet reviews to the appropriate faculty.

For more information see: 

Article: Managing Course Activities – Timesheets