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142 results found

  1. 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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  2. Assigning Codes

    Assigning codes is a great feature, however, in using it, I have realized that there are more service types to "assign" rather than "not assign". As an admin person think it would be more efficient and less time consuming to have access in having it the opposite way around which would be to "assign" codes that are NOT allowed to schedule/create an appointment for clients. More often we have a small amount of service types that are not used vs the service types that we are allowed to use.

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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  3. credits and Unapplied Payments

    It would save time and be helpful to know which ERAs didn't automatically match to an open invoice without having to open each client's ledger. Adding a column to the customize grid option on the all clients tab to show who has payments that need matched to invoices would be helpful.

    2 votes

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  4. Staff Notification Emails

    Is there a way to provide different levels of access to where you assign certain notifications, access, etc. according to job title/level?

    1 vote

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    0 comments  ·  Staff Members  ·  Admin →
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  5. Customizing Grids

    Can we have the option to save/set when customizing grids. I have to reset all of my grids each time I log out and log back in. It would be great if the grids would remain set to the most recent custom setting that I have chosen when logging in or logging out.

    4 votes

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    0 comments  ·  General  ·  Admin →
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  6. Web ABA Support

    It would be nice if clients had a way of contacting support for troubleshooting when having issues with their portal. It's really hard to assist a client with portal issues if we have to contact support, wait for a response, then contact the client to relay the message, then support again if it still doesnt work, and so on. This is very insufficient. Ideally we "the administrators" would troubleshoot with the client first but when unsuccessful, it would be great if they could troubleshoot further with someone on the actual support team.

    4 votes

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    0 comments  ·  Clients  ·  Admin →
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  7. 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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  8. Ability to add non-insurance Authorizations (grants, school, etc)

    I have an authorization for hours through a local school district. I'm currently unable to track that authorization in WebABA- I created a non-CPT code, but can't actually add an authorization to track utilization of the code.

    10 votes

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  9. crystal@horizonsacademy.org

    Can you add a check box to toggle on and off show canceled shifts on calendar, (like you have show non-client events and show travel appointments). Showing canceled shifts gets confusing when you are trying to reschedule staff if there are client cancelations.

    1 vote

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    0 comments  ·  Scheduling  ·  Admin →
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  10. Editing Direct Apts Linked to Supervision Apts

    ability to edit an apt when its linked to supervision apt instead of having to delete out the supervision apt and ed

    8 votes

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  11. 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 votes

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  12. Administrative Access

    Is it possible to give administrative access to staff profiles. This would benefit our admin team in assisting with managing all staff profiles without having to rely on the actual staff member to make the requested or correct updates/changes.

    2 votes

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  13. Jumping secitions

    It would be great if we could hit the back button to go back to a previous page or section that was previously worked on or reviewed without having to enter all the details again. Example, when working on catalyst notes sync, if I have to manually sync or update, once this is done, it will take me all the way back to the first page, prompting me to enter the details again basically starting over. It would be nice if the system jumped back to the page or section you were in previously once the task has been completed.…

    3 votes

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  14. Credential Tracking

    An editing option should be given on the credential tracking just in case we input the wrong date of expiration. I only see delete or download as options. Also, 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. Also, it would be nice if these documents automatically populated in the file cabinet for the staff members.

    1 vote

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    0 comments  ·  Staff Members  ·  Admin →
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  15. Link one supervision appt to multiple direct appts

    For mental health employees there is often group sup where there is one supervisor and multiple supervisees. The supervisor needs to be able to link their supervision appt to multiple supervisee appts.

    2 votes

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    0 comments  ·  Scheduling  ·  Admin →
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  16. UPLOADS

    should expand the size limit on uploads and this should be address quickly. It is ridiculous with medical documents to have to cut down the size limit of things because it exceeds size limits!!!!

    6 votes

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    Under Review  ·  0 comments  ·  General  ·  Admin →
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  17. Email Notifications

    Is it possible to block messages from clients that reply back to email notifications they receive that says "do-not-reply@webaba-app.com". This would assist in getting clients to be more compliant with using the portal.

    2 votes

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  18. Make Staff & Client Filters Independent

    We need the staff filter and client filter to work independently. For example. Select Staff A, and Client B and see both of those schedules at the same time IN WEEKLY CALENDAR VIEW

    10 votes

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    1 comment  ·  Scheduling  ·  Admin →
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  19. Access to cases

    Staff members assigned to the client should have access to all cases, even when not assigned to the actual case. This is causing a lot of back and forth between our admin and clinicians. Assigned clinicians should be able to review the clients entire medical record without any restrictions for coordination of care. I hope you can make this happen asap.

    1 vote

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  20. view only 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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    0 comments  ·  Clients  ·  Admin →
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