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  1. 3 votes

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  2. warning section

    When trying to search under the warning tab, it doesn't allow you to search anything. This is a bug for sure! these bugs need to be fixed on a more timely basis. I feel like all these issues are taking a extensive amount of time to fix.

    1 vote

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  3. Client Notifications

    We are experiencing an issue where clients are being notified to show up for appointments that are not an actual appointment although it is a billable service, sometimes to our agency and sometimes to the insurance carrier. For example, when a clinician does report writing or treatment summaries, a billable appointment is scheduled, however, the client doesnt need to be notified. I am hoping there is a resolution for this, it would be great, this way clients are not showing up to be seen or not calling the office to confirm.

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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  4. Client's Tab-Additional Details

    It would nice if the intake date was autopopulated for the first kept appt instead of autopopulating for the first appt scheduled. Its kinda hard to remember that you have to go back and change the intake date if the very first appt gets canceled.

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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  5. Staff Report should be report at the Staff level

    The current Staff Report breaks down the hours by the rendering provider not the actual Staff that provided the services. This report should be at the staff level

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  6. Editing Direct Apts Linked to Supervision Apts

    ability to edit an apt when its linked to supervision apt instead of having to delete out the supervision apt and ed

    8 votes

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    0 comments  ·  Scheduling  ·  Admin →
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  7. UPLOADS

    should expand the size limit on uploads and this should be address quickly. It is ridiculous with medical documents to have to cut down the size limit of things because it exceeds size limits!!!!

    6 votes

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    Under Review  ·  0 comments  ·  General  ·  Admin →
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  8. Ability to add non-insurance Authorizations (grants, school, etc)

    I have an authorization for hours through a local school district. I'm currently unable to track that authorization in WebABA- I created a non-CPT code, but can't actually add an authorization to track utilization of the code.

    10 votes

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  9. Convert Progress Note to Invoice

    The ability to create a progress note with a CPT code so that it can be converted/attached to a claim WITHOUT having to create an appointment would be great. Supervisors don't always have the luxury of preplanned observation and direction and writing treatment plans doesn't need an appointment so simplifying this would be great!

    2 votes

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  10. Features for the LGBTQ+ Staff

    I have seen places for client information with preferred name, pronouns, sexual orientation, gender identity versus legal sex, etc.. We need this for staff as well! There should be a way to only show the preferred name to others within the organization with the exception of admin, for billing purposes.

    7 votes

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  11. Make Staff & Client Filters Independent

    We need the staff filter and client filter to work independently. For example. Select Staff A, and Client B and see both of those schedules at the same time IN WEEKLY CALENDAR VIEW

    10 votes

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    1 comment  ·  Scheduling  ·  Admin →
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  12. Add staff on the fly when creating an appt

    ability to add staff "on the fly" during scheduling (as entering)

    3 votes

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    1 comment  ·  Scheduling  ·  Admin →
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  13. Per day option in Authorizations

    should have a per day max as well as per week, month and period

    5 votes

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    Under Review  ·  1 comment  ·  Clients  ·  Admin →
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  14. Assigning service types to insurance payers

    It would be nice if we were able to assign service types to insurance payers for billing purposes

    2 votes

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  15. drop menu for documents

    would like to have same drop menu options as well as editable, for documents under client as well as staff.

    1 vote

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    0 comments  ·  General  ·  Admin →
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  16. 4 votes

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  17. Docs for Prospective Clients

    Hello, I'm looking for a way to upload PDFs for prospective clients specifically. In the prospective clients section would be ideal! It would also be wonderful to add a section to list the parent's name for a prospective client as well :) .

    Thank you for considering this!

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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  18. Auto-populate client fields from Intake docs

    Most questions on intake form are same as Client Portal. Once an intake form is filled, can appropriate fields in Client portal auto populate?

    3 votes

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  19. Single input for parent/guardian on forms

    I would like to make where parent/guardian can be put on all forms. Or a data point can be flagged as all forms and work like the Clients full name tab after first input.

    1 vote

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  20. 1 vote

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