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  1. Mark nonbillable appointments as kept

    I would love the option to have staff mark non-billable appointments as kept or not like we now have for billable appointments.

    1 vote

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  2. 2 votes

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  3. Limits (Daily, Weekly, Etc)

    Insurance has daily and weekly limits (not more than 8 hours a day, or 40 hours a week). These limits are in addition to the authorized unit limit. I wish there was a way to set that we cannot schedule more than 8 hours a day, 40 hours a week (the client receives therapy 6 days a week), while also still staying within the authorized units.

    2 votes

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  4. Give an option not to auto delete supervision session when direct session canceled

    Would love the option to not auto delete the supervision session when a direct session is canceled. 97155 does not require a direct session, so if the BCBA is covering the direct session, they might do part 97153, part 97155.

    1 vote

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  5. Repeat Event Default End Date

    Can we please add a feature where if you repeat an event, the default "end on" date is the last date of the authorization? Thank you!

    1 vote

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  6. Require Service Type to Schedule

    Require a service type or popup alert if no service type is entered before clicking Save when scheduling a new appointment.

    1 vote

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  7. Electronic Visit Verification (EVV)

    The State of Colorado requires that any Behavioral Therapy sessions happening in the home setting and billing Medicaid must be verified via EVV. This feature was available in Accupoint that when the staff member checked in and out, that data will be sent to Sandata to be verified. This is no longer available, and my staff are confused as they are religiously checking in and out in WebABA as they have been with Accupoint but they need to be doing that in Sandata and they are needing to juggle multiple platforms to do so.

    1 vote

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  8. Calendar Syncing (Admin Access, Calendar by Client, and Outlook support)

    It would be great if the admin could have access to sync the calendars for each staff. It would also be great if we have calendars for clients that sync too, so we can view where are clients will be during the week and with which staff. If possible, the same URL for iCal syncing but for Outlook calendars as that is what our company uses.

    1 vote

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  9. Make a client view like the staff view on the Calendar

    make a calendar view by client exactly like the staff one.

    3 votes

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  10. Corrected claims/resubmissions

    It would be great if you added an "edit" option to submit a corrected claim instead of having to delete all payments, and having to re-enter just to submit a corrected claim.
    Should just be as easy to do when a claim is rejected and have to resubmit.
    You have to many unnecessary steps in order for us to have to submit a corrected.

    2 votes

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  11. please display therapist names in the schedule boxes.

    Please make the therapist names display in the scheduling boxes. I cant distinguish between schedules when viewing multiple between therapists. And make it easier to custom color therapists and/or clients to more easily be able to visually discriminate between them. Thank you!

    2 votes

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  12. cancelation report

    I would love a feature that breaks the cancelation report down by staff cancelations and by client cancelations, please.

    5 votes

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  13. Mass Delete or Change Appointments

    The bulk edit appointment feature is VERY limited. It would be very helpful to be able to delete multiple appointments at once or change the service type or location for multiple sessions at once. Similar to what was offered in AccuPoint.

    1 vote

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  14. Creating WebABA Appointments from Catalyst Notes

    It would be great if once a provider completes a SOAP notes in Catalyst that information is automatically copied over and a corresponding WebABA appointment is created.

    Similar to how the note already appears under "catalyst notes" on WebABA

    This would avoid the double work of having to create a WebABA appointment and Catalyst SOAP note.

    3 votes

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  15. dynamic form sign

    Ability to upload a PDF and obtain a signature within Dynamic Forms

    2 votes

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  16. Remove Saved "Client Signature" on progress notes

    To remove saved "Client Signature" on Progress Notes. Have the signature clear after signing for each progress note. Fresh new signature each time and eliminates fraud.

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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  17. Remove the "Archive" Button under Therapist permissions

    Remove the "Archive" Button under Therapist permissions so that they cannot archive client only administration will have access.

    1 vote

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  18. Do not allow Signing of notes unless appointment is marked Kept

    Do not allow signing of progress notes unless appointment is marked Kept. Alternatively show a warning alert to remind staff to mark Kept before signing a progress note.

    1 vote

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  19. Give admins the ability to make permanent changes to staff permissions by their position.

    Give admins the ability to make permanent changes to staff permissions by their position. For example, BCBA and RBT positions should have a custom setting for admins to check or check off what they can and cannot have access to. Right now, the system has it set and you have to go in manually through each staff to make modifications to their position. It will make everything more secure for the agency, and make it easier and faster to change permissions.

    1 vote

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  20. Expected Report

    A report that shows the expected amount for reimbursement.

    1 vote

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