WebABA
23 results found
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Functional Payroll Report
We would like a payroll report that shows staff hours compiled based on different pay types, and shows total hours worked per staff without having to search for a specific staff in the system.
16 votesWe now have an option when downloading the CSV file for this report to group by employee totals. Find out more here: https://accupoint2.zendesk.com/hc/en-us/articles/360058421331-Payroll-Report-WebABA-Pro-Group
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Allow Admin users to override provider availability
Managers / Admin should have the capability of overriding provider level hours!
16 votesOur new Advanced Availability feature is currently in Beta! This feature allows you to:
- Create availability blocks to specify the services you are available for scheduling at specific times and locations.
- Manage availability blocks for other staff members who are using Advanced Availability, and more!
Click the following link to learn more: https://accupoint2.zendesk.com/hc/en-us/articles/19111167748884-Advanced-Availability-FAQ-WebABA-
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auth section
auth section. should be able to hide expired or inactive auth's rather then having to look at a long list of auth's
4 votes -
Unit Utilization Data
I need a way to get the number of units for a client that have been utilized (i.e., billed) for a particular time range. I know that there are various reports that will give me what has been billed for a span of time, but I would ideally like something that will give me a total so that I don’t gave to go through the dates of service and add them up. Some practice managements systems might call this authorization utilization, but I don’t see anything labeled as such in AccuPoint.
4 votes -
Permissions: Regarding Staff Schedule & Catalyst Notes
Staff members should NOT be able to see other staff members schedules. As a business owner, I know that this can cause major problems among staff and it should not be a default. I am not sure if this access is malfunction in the permissions but other ABA systems do not have this as a default. Same for the Catalyst Notes matching. That is a task designated to the administrative staff and/or biller. Staff members should not be matching their own notes. It should either Auto match or the admin should match it. Please consider removing these defaults.
3 votesAs of 12/6/23 we have added a new permission under "Therapists" that can be unchecked if you want to remove the ability for that user to see the "Catalyst Notes" tab.
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Scheduling Availability updated by admin staff or scheduler
Admin/Scheduler having the capability to adjust therapist availability in settings and preferences as needed, rather than therapists being the only staff who can adjust their availability.
3 votesOur new Advanced Availability feature is currently in Beta! This feature allows you to:
- Create availability blocks to specify the services you are available for scheduling at specific times and locations.
- Manage availability blocks for other staff members who are using Advanced Availability, and more!
Click the following link to learn more: https://accupoint2.zendesk.com/hc/en-us/articles/19111167748884-Advanced-Availability-FAQ-WebABA-
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Customized Filters
Most companies will have more than one area in which they work can be different counties or even states, we need a way to filter employees based on their location in order to see their schedules and not have to search that employee only. By having employees grouped together it will allow for the schedulers to see people's availability better and make switches based on the data shown.
3 votes -
Batch invoice by insurance
When billing, should have a filter to be able to batch bill by insurances
3 votes -
CC function for client messaging
I would like clients to be able to send an email in the portal to not only their scheduled clinician but also to other family members that are loaded into the contact network. This will prevent parents that are separated or divorced to not have one sided communication with the clinician.
3 votes -
crystal@horizonsacademy.org
Also, when scheduling, limit the services in the drop down to those assigned
2 votesThis can be accomplished by using the "Assign Service Types" feature now. https://support.therapybrands.com/s/article/4411544577172-assign-client-service-types-webaba-pro-group
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AUTH
should have option to archive or move auth expired auths. otherwise you are going to have this LONG list of expired auth's which at some point will be ridiculously long. I feel like these "bugs" or certain suggestions can be implemented rather quickly.
2 votes -
Client ID #'s
It would be great if we could use the "ALL" tab when searching by client id#, under the clients tab and it pulls up both active and archived clients. For example, when i try to access an archived client with client id using the "ALL" tab, it doesnt show up but then if I go to the "Archived" tab, it will show up. I think the default should automatically be to "ALL" unless you decide to change it, instead of defaulting to "Active" so that whatever your method of search, the client shows up, ie name, client id, dob, ph…
2 votesArchived client's ID numbers as well as their other information can now be viewed under the "All" tab. There is also a new "Customize Grid" button under the "Archived" tab where users can view other pertinent information related to their archived clients.
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Add Location Option to All Clients Customizable Grid
I would like to be able to filter the All Clients List by location if possible.
2 votes -
Matching the Catalyst Note
Web ABA will match a Catalyst note to an appointment when the times are different. For example, the appointment in Web ABA is until 7:30 pm. The catalyst note has an ending time of 7:35 pm. Web ABA should not auto match that note because of the 5 minute difference, however, Web ABA DOES auto match it, thus making the record inaccurate. Suggested feature, don't auto match when the times don't match, even if it is 5 minutes.
2 votes -
Create Catalyst appt in new window
It would be nice if when creating an appt from the catalyst note, if a new window would pop up. It seems backwards that you are exited out of everything and have to start over once done.
2 votes -
Link Client Auths and Assigned Service Types
Feels like double to work when we are inputting auth's then the same information under assigning the service type. It should be linked automatically.
2 votes -
DOB on staff profile
Should have a spot for DOB
2 votes -
Filter service types
Suggesting a filter for billable and non billable service types so that you dont have to scroll to find what you are looking for. We use a lot of service types and when its time to update or make changes, I have to search for the code by scrolling.
2 votes -
Link needed in system to the hard copy ERA from Insurance
If we have a link to the hard copy ERA this saves time having to go to the insurance portal or clearinghouse to find it. Customers do not have access to the clearinghouse so their only choice is to go to the insurance portal. This is needed because not all the information on the hard copy ERA is listed in ACP2.0 sometimes.
2 votes -
Make the prospective client list a customizable grid and make it printable.
The prospective client list would be more functional and easier to use if the grid was customizable and you could export the list for the purpose of printing it.
1 voteA portion of this feature request was able to be completed on our 9/6/23 release of now having the option to export the prospective client list as a CSV or PDF download.
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