All ideas

Do not allow signing of progress notes unless appointment is marked Kept. Alternatively show a warning alert to remind staff to mark Kept before signing a progress note.

It would be super helpful if there was a report that shows client credits for both active and archived clients

The current Staff Report breaks down the hours by the rendering provider not the actual Staff that provided the services. This report should be at the staff level

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 writ...

Custom Reports. We should be able to build custom reports based on our data in the system.

It would be great if the system would give a prompt or a warning such as "Do you want to save this information before leaving this page" before clicking to another page to avoid accidentally losing information that was input, please. Thank you s...

It would be nice if we were able to assign service types to insurance payers for billing purposes

Company WebABA login page should not have Therapy Brands advertisements on it. I'm OK with marketing to the account owner or administrator but not to our staff.

I noticed that if the name or the code of a Service type is changed/updated, it reflects all the way back in time to any/all appts that were associated with the Service type, which results in a change to the medical record and that is really bad r...

Hello, Suggestion: It would be ideal if we did not have to remove signatures from progress notes or delete invoices in order to update an appointment service type. Is there a way to just have the update cross over into the already signed progress...