WebABA
63 results found
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Forms received notifications
At the moment, you are only notified via email when intake forms have been received if you are the person creating the account and sending out the forms. It would be great if this could be sent out to anyone with Administrative access/permissions. At the moment, our current work around is to assign all administrative staff to the client, however, this can sometimes be forgotten about so it would be really nice if it was automatically done so we dont have to worry about missing the step in assigning the staff that is required to receive this information.
1 vote -
Location Added to Canceled Visit Report
It would be helpful for location to be added as a column for the canceled visit report.
1 vote -
Client Credits
It would be super helpful if there was a report that shows client credits for both active and archived clients
1 vote -
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 -
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.
2 votes -
Place of service
Ive noticed an issue with the place of service syncing over from Catalyst. When a Catalyst note is created and the place of service chosen is "community", this syncs over into Web ABA's medical record as "office" and NOT "community" which means the information on the Progress note is incorrect, so when we release medical records to insurance or anyone, this information is inaccurate. The place of service at the invoicing level also syncs over into Web ABA as office. Ideally, this should sync over as "community" if that is the place of service selected in Catalyst. Not understanding why…
1 vote -
Forms
When a parent is entered into the contact network tab, WebABA will automatically send a set of intake forms, however, once the intake forms are completed, the system does not autopopulate/pull the info into the details tab, it has to be done manually. It would be nice to have the option in choosing which documents to send and have them autopopulate to the details tab like it does when sending from general documents tab "share new forms" and the client portal "organization tab".
1 vote -
Non insurance related invoicing
It would be nice if I was able to create an invoice that is not attached to an appointment or required to send off to insurance for billing. For example, we collect a monthly service fee for our active clients, however, I have to use a different payment system in order to collect this fee and it would really be nice to have this accounted for all in one place.
1 vote -
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.
1 vote -
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 -
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 -
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 -
Per day option in Authorizations
should have a per day max as well as per week, month and period
2 votes -
Add staff on the fly when creating an appt
ability to add staff "on the fly" during scheduling (as entering)
2 votes -
2 votes
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Assigning service types to insurance payers
It would be nice if we were able to assign service types to insurance payers for billing purposes
1 vote -
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 -
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 -
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?
2 votes -
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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