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Improvement suggestions when closing a case

Once the discharge note is written and the case is closed, in order for the clinician to e-sign the closed note, they have to go back to cases, then go back in and select "close info" tab to see the e-sign button. Most of my clinicians have compla...
Guest over 2 years ago in General 0 Future consideration

Allow supervisor ability to sign/approve Assessments and Treatment Plans

It would be nice if the Supervisor was notified when a behavior assessment, treatment plan, and discharge summary has been completed by a clinician, just like it does when a progress note is done. I imagine that it will appear in the alerts sectio...
Guest over 2 years ago in General 0 Future consideration

Be able to send/share Progress Notes with clients

The ability to send or client have access to a specific progress note that requires parent/guardian signature.
Guest over 2 years ago in Clients 0 Future consideration

Add "Next appointment scheduled" to Open Cases Report

Can you add a field within the "open cases" report that will allow the filter of "next appointment scheduled". This would be a nice way to check for clients that may require a discharge summary.
Guest over 2 years ago in Reporting 0 Future consideration

Give Partial Refunds

Hello, I notice that when trying to refund a client it does not allow you to refund a specific portion of the collected amount. It is not always that the total amount collected in a transaction the client gets the full amount refunded. It would b...
Guest over 2 years ago in Billing & Payments 0 Future consideration

Notify more users when intake forms are signed

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

Location Added to Canceled Visit Report

It would be helpful for location to be added as a column for the canceled visit report.
Guest almost 3 years ago in Reporting 0 Future consideration

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 almost 3 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 almost 3 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 almost 3 years ago in Clients 0 Future consideration