Notes & Forms

It would also be nice if the page had filters so the approver could sort oldest to newest, by RBT, or by client.

In Accupoint we could edit notes even after they were billed, and this would send an automatic corrected claim status to billing. Now we cannot edit notes once billed, which is a nightmare. Please include this feature as soon as possible.

I have several staff members just copy notes from the previous day without actually writing another note. One option that would help is getting rid of the copy previous note which will force staff members to write new notes every sessions

A place to leave notes with times on client profile for admin purposes. Example "02/03/2024 5:00 PM parent called in to say may be making a change in insurance".

We need a way for parents to sign multiple sessions at once. A previous version of webABA allowed this. We provide cetner based services and parents need to be able to sign multiple sessions at once.

Supervisors need to be able to sign all of supervisee’s medical documentation and currently supervisors and supervisees can’t both sign behavior assessment addendum.

a way for one staff to share a file with another staff, mainly RBT to BCBA and vice versa, to store supervision forms, contracts, etc.

Be great to be able to copy treatment plan like you can a progress note, especially since one of our founders (TRICARE) requirements updates to treatment plans every 30 days. This will save valuable time (about 30 minutes a treatment plan). We typ...

Ability to upload a PDF and obtain a signature within Dynamic Forms

If there could be a way in which the soap notes if needing to be manually matched or needed to be updated. If it could send an email so we can go ahead and get it done instead of manually looking for it.