Skip to Main Content
WebABA P&G Ideas Portal
ADD A NEW IDEA

All ideas

Showing 127

Auto populate details from intake form into client details tab

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 manua...
Guest about 2 years ago in Clients 0 Future consideration

Client Notifications not sent out for certain type of billable appointments

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 cli...
Guest about 2 years ago in Clients 0 Future consideration

Auto populate intake date for the first kept appt.

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.
Guest about 2 years ago in Clients 0 Future consideration

Have similar drop menu options for client and staff documents

would like to have same drop menu options as well as editable, for documents under client as well as staff.
Guest over 2 years ago in General 0 Future consideration

Ability to add Documents for Prospective Clients and additional details

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...
Guest over 2 years ago in Clients 0 Future consideration

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.
Guest about 3 years ago in Notes & Forms 0 Future consideration

Link contact us section on our website to Intake form

No description provided
Guest about 3 years ago in Notes & Forms 0 Future consideration