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  1. Authorizations

    We should not be able to schedule an appointment if there is not enough units left in the authorization, if anything the scheduler should have to override if/when necessary but should not be allowed to schedule without some sort of red flag that stops this from going forward. The notification that shows up at the bottom of the appointment window is not enough because sometimes, it is overlooked, not intentionally but easy to miss, which can then also create a billing issue (denial/rejection) once the service is rendered.

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    0 comments  ·  Scheduling  ·  Admin →
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    1. It is now possible to do this when creating/editing a service type. When making a service type, click Prevent scheduling for service types without a valid authorization to prevent appointments from being scheduled for service types that do not have an authorization, or are associated with an authorization that is expired, exhausted, inactive or does not have any available units. https://support.therapybrands.com/s/article/360057290531-Add-Edit-Billable-Service-Types-WebABA-Pro-Group
  2. Non-admin permission for bulk editing appts

    Select staff should have option to access bulk edit for appts BUT without having to give permission for Admin and Billing. Reason is, they should not have access to other staff personal information

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    Completed  ·  0 comments  ·  Staff Members  ·  Admin →
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  3. 1 vote

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    Completed  ·  0 comments  ·  Clients  ·  Admin →
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