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32 results found

  1. Report showing total scheduled hours for staff

    Please add a total scheduled hours area for staff to see how many hours they are planned to work in a week. This would be helpful to see if Analysts are scheduling based on billable requirements, and would help to see if RBTs are getting scheduled in alignment with their preferred workload.

    38 votes

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    4 comments  ·  Reporting  ·  Admin →

    You can now view Total Billable and Total Nonbillable Hours based on your filtering results using our new Detailed Attendance Report under the "Reports" Tab. See article to find out more: https://support.therapybrands.com/s/article/360057956252-Detailed-Attendance-Report-WebABA-Pro-Group

  2. Give option to type state instead of scrolling

    When adding a new insurance to a client, give the option to type the state instead of scrolling to select.

    3 votes

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    0 comments  ·  Clients  ·  Admin →
  3. 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 votes

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    0 comments  ·  Reporting  ·  Admin →
  4. Daily Billing Report - Contractual Rate

    Please add Contractual Rate column in Daily Billing Report

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  5. Box 24h

    With COVID protocols lifting, many payers are now requiring EPSDT reference. Can we work on the CMS1500 form to allow checking the 24H box?

    8 votes

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  6. 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 votes

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  7. 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 votes

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    0 comments  ·  Scheduling  ·  Admin →

    Our 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-

  8. Sort Function on the prospective client list

    It would be helpful to to be able to sort this list by date added. It would also be good to be able to export the list and print it.

    6 votes

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    1 comment  ·  Clients  ·  Admin →
  9. Warning if Credit Card is Invalid

    The system had a really cool feature that would let us know when a card was considered as invalid card number, cvv, or expiration date. It would not allow it to save. Not sure what happened but it would be nice to have it back. This was very helpful.

    1 vote

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  10. crystal@horizonsacademy.org

    Also, when scheduling, limit the services in the drop down to those assigned

    2 votes

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  11. Billing Notes

    Is it possible to have client billing notes from the "bill to & insurance info" tab show up in top right corner of the ledger screen, right underneath the "notes" button. This would be very helpful when in the process of creating an invoice or accepting a payment, to be able to see billing notes which can hold valuable information about billing and the client.

    2 votes

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  12. 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 vote

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    1 comment  ·  Clients  ·  Admin →
  13. Allow Admin users to override provider availability

    Managers / Admin should have the capability of overriding provider level hours!

    16 votes

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    0 comments  ·  Scheduling  ·  Admin →

    Our 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-

  14. Expired Intake Packet

    Is there a way to be notified of the Expired Intake Packets under the general documents tab "shared forms". This would help to ensure that we are requesting clients to update their documents for the medical record.

    2 votes

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  15. Ability to add non-expiring documents to credential tracking

    Not all staff documents have an expiration date but the system requires it for all documents forcing us to put in a random date just to upload. The checkmark for the credential tracking should be the trigger point for the expiration date requirement.

    1 vote

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  16. 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

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    Completed  ·  1 comment  ·  Scheduling  ·  Admin →
  17. 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

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  18. 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

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    Completed  ·  0 comments  ·  General  ·  Admin →
  19. 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 votes

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    0 comments  ·  Clients  ·  Admin →

    Archived 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. 

  20. 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

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    Completed  ·  0 comments  ·  Clients  ·  Admin →
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