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142 results found

  1. Jumping secitions

    It would be great if we could hit the back button to go back to a previous page or section that was previously worked on or reviewed without having to enter all the details again. Example, when working on catalyst notes sync, if I have to manually sync or update, once this is done, it will take me all the way back to the first page, prompting me to enter the details again basically starting over. It would be nice if the system jumped back to the page or section you were in previously once the task has been completed.…

    3 votes

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  2. Authorizations

    Is it possible to a have check box option for the authorization services. It would be nice if we could just check off all of the service types we want for the authorization instead of having to type each code individually for each code that has been approved/authorized.

    1 vote

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  3. Staff Notifications

    Staff members complain about getting way too many email notifications when it comes to the scheduling updates. For example, if an appt is created from 1-2p and then we go back in within 5 seconds to adjust that appt time to 1:01-2:01, and then go back in within 2 minutes to adjust the time to 1:30-2:30, the staff member gets all of these changes in an email notification. Ideally, we only want them to get notification of the finalized appt. I am suggesting/requesting if it at all possible to add options similiar to the "client notifications" settings. Or if the…

    1 vote

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    0 comments  ·  Staff Members  ·  Admin →
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  4. Assigning Service Types/Authorizations

    Is it possible to have an the option of check box selection when there is a need to "unassign" service types that have been "assigned". There is already a check box option when "assigning a service types". It would be great to have this same option when "unassigning" because it its very time consuming to do this one by one. It would also be helpful to have this function in the insurance authorizations section where we enter the "services", the check box option to select all that is needed for the service instead of entering one by one.

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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  5. Allow appointment times to be changed even if they have a supervision attached

    Right now, if we need to change the appointment time for a direct session (due to late arrivals, early pickups, last-minute mid-day switches, etc.), we cannot do it if a clinician has a supervision appointment overlapping. The clinician has to delete the appointment, allow the scheduling team to change the appointment, and then recreate it. This is especially difficult if we are adjusting past appointments and the clinician has already written their SOAP notes for the session. It would be great if these didn't have to be automatically attached or if they could at least be edited while they're attached.

    9 votes

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    0 comments  ·  Scheduling  ·  Admin →
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  6. Closing a case

    Once the discharge note is written and the case is closed, in order for the clinician to e-sign the closed note, they have to go back to cases, then go back in and select "close info" tab to see the e-sign button. Most of my clinicians have complained to me about this as they find it very cumbersome and confusing. Can this be adjusted so the the e-sign button is present just like it is when writing a regular progress note. Can this also forward to the Supervisor for signature as well. Also, once the case is closed, if we…

    1 vote

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  7. Overtime

    It would be great if calendar view was able to show hours scheduled in a day/week when looking at weekly view, this would help identify Overtime.

    3 votes

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    0 comments  ·  Scheduling  ·  Admin →
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  8. Client Notes

    Client notes from the details page should show up on the agenda so that it is easy to identify important information that pertains to the client.

    1 vote

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  9. Progress Notes

    The ability to send or client have access to a specific progress note that requires parent/guardian signature.

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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  10. Assessments/Summaries

    It would be nice if the Supervisor was notified when a behavior assessment, treatment plan, and discharge summary has been completed by a clinician, just like it does when a progress note is done. I imagine that it will appear in the alerts section just like the progress notes alert. The clinician should not be able to sign any of these documents until reviewed/signed by Supervisor. Once signed by Supervisor, it would be nice for the clinician to then also be notified of the specific document that is ready for signature. When needed, clinicians should also be able to sign…

    1 vote

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  11. Open Cases

    Can you add a field within the "open cases" report that will allow the filter of "next appointment scheduled". This would be a nice way to check for clients that may require a discharge summary.

    1 vote

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  12. My Tasks

    Hello,

    The task list would really be helpful if we were able to assign an alert or some sort of notification that the task is upcoming.

    3 votes

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  13. Adding an Authorizaton

    Currently when adding an authorization, all services come up as an option to choose from, however, it would be best if the services that show as an option are only the services that have been "assigned service types". This way there is no way to choose an incorrect service code. Both the "assigned service types" tab and "services" options within the authorization should always match. It would help eliminate possible billing issues. This should also show as the only options when scheduling an appointment as well. When creating/editing an authorization, the only service types that should show up as an…

    3 votes

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  14. Refunds

    Hello,

    I notice that when trying to refund a client it does not allow you to refund a specific portion of the collected amount. It is not always that the total amount collected in a transaction the client gets the full amount refunded. It would be great if we could select the exact amount to be refunded.

    1 vote

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  15. Forms received notifications

    At the moment, you are only notified via email when intake forms have been received if you are the person creating the account and sending out the forms. It would be great if this could be sent out to anyone with Administrative access/permissions. At the moment, our current work around is to assign all administrative staff to the client, however, this can sometimes be forgotten about so it would be really nice if it was automatically done so we dont have to worry about missing the step in assigning the staff that is required to receive this information.

    1 vote

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    0 comments  ·  Notes & Forms  ·  Admin →
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  16. Location Added to Canceled Visit Report

    It would be helpful for location to be added as a column for the canceled visit report.

    1 vote

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  17. Client Credits

    It would be super helpful if there was a report that shows client credits for both active and archived clients

    2 votes

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  18. Place of service

    Ive noticed an issue with the place of service syncing over from Catalyst. When a Catalyst note is created and the place of service chosen is "community", this syncs over into Web ABA's medical record as "office" and NOT "community" which means the information on the Progress note is incorrect, so when we release medical records to insurance or anyone, this information is inaccurate. The place of service at the invoicing level also syncs over into Web ABA as office. Ideally, this should sync over as "community" if that is the place of service selected in Catalyst. Not understanding why…

    1 vote

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    0 comments  ·  Notes & Forms  ·  Admin →
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  19. Forms

    When a parent is entered into the contact network tab, WebABA will automatically send a set of intake forms, however, once the intake forms are completed, the system does not autopopulate/pull the info into the details tab, it has to be done manually. It would be nice to have the option in choosing which documents to send and have them autopopulate to the details tab like it does when sending from general documents tab "share new forms" and the client portal "organization tab".

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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  20. Non insurance related invoicing

    It would be nice if I was able to create an invoice that is not attached to an appointment or required to send off to insurance for billing. For example, we collect a monthly service fee for our active clients, however, I have to use a different payment system in order to collect this fee and it would really be nice to have this accounted for all in one place.

    2 votes

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