WebABA
39 results found
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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 votesYou 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
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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 votesYou can type in the state abbreviation to search for the desired state now.
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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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We need to have the option to specify a Client Cancellation or a Provider Cancellation on the appointment status.
We need to have the option to specify a Client Cancellation or a Provider Cancellation on the appointment status.
25 votesNow when updating an appointment status you have the option to specify if it was a Client or Provider cancellation. Learn more here: https://support.therapybrands.com/s/article/360057967651-Change-Appointment-Status-WebABA-Pro-Group
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Mass Delete or Change Appointments
The bulk edit appointment feature is VERY limited. It would be very helpful to be able to delete multiple appointments at once or change the service type or location for multiple sessions at once. Similar to what was offered in AccuPoint.
1 voteYou now have the ability to delete and cancel appointments in bulk. Learn more here: https://support.therapybrands.com/s/article/360057490732-Bulk-Edit-Appointment-Locations-WebABA-Pro-Group
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Daily Billing Report - Contractual Rate
Please add Contractual Rate column in Daily Billing Report
2 votesA "Total Contractual" column can not be selected from the "customize grid" option in the daily billing report. Here is the Knowledge Base Article for additional information: https://support.therapybrands.com/s/article/360058421671-Daily-Billing-Report-WebABA-Pro-Group
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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 votesThis option is now available when adding/editing a client's insurance. See more information in this article: Thanks for the feedback! https://support.therapybrands.com/s/article/360057971891-Add-Insurance-to-Client-Profile-WebABA-Pro-Group
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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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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 votesYou now have the ability to sort by date added and to export the Prospective clients list in either CSV or PDF format.
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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 voteThis feature is available through Therapy Brands Pay. Here is an article with more information on how to enroll. https://support.therapybrands.com/s/article/15144679086100-Enroll-in-Payment-Processing-with-Therapy-Brands-Pay-WebABA-Pro-Group
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Don't remove Close Notes when a case has been reopened.
Would be nice if close notes were not removed when a case has been reopened. Sometimes it is clinically appropriate to re-open a case instead of starting a new one, however it is not ok to loose information that had been already documented prior to re-opening the case.
1 vote -
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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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 votesClient billing notes can now be seen on the client ledger. Thanks for the feedback!
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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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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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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 votesThis can now be done by using the client document tracking feature if you create a document type for intake forms and list it as an expired document so it will send out alerts when nearing expiration. Thanks for the feedback! Here is an article with more about this feature: https://support.therapybrands.com/s/article/15802111374740-Client-Document-Tracking-WebABA-Pro-Group
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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 votesWe now have under staff details an area to input Gender identify, pronouns, and sexual orientation.
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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 voteYou have the ability to add a non-expiring document type to the credential tracking feature from the Staff Requirements tab. Please see this article for more information: https://support.therapybrands.com/s/article/13291166582292-Staff-Requirements-Page-WebABA-Pro-Group
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View only option on closed cases
When a case is closed all users should be able to access a view only of the clinical documentation. Currently to view closed cases you have to reopen the case but that takes the signature off the close note.
1 vote
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