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Improvements to the Notes Awaiting Signatures Table grid (sorting)

It would also be nice if the page had filters so the approver could sort oldest to newest, by RBT, or by client.
Guest 6 months ago in Notes & Forms 0 Future consideration

Cancellation Report broken down by Client vs. Staff cancellations

I would love a feature that breaks the cancelation report down by staff cancelations and by client cancelations, please.
Brittiany 11 months ago in Reporting 0 Future consideration

The calendar filter feature from Accupoint.

The calendar filter feature from Accupoint is incredibly helpful and should be replicated in WebABA.
Guest over 1 year ago in General 1 Future consideration

Add Locations/Place of Service to authorizations

Some insurance companies provide authorizations for specific locations- it would be idea to be able to enter the authorization info with POS when applicable
Mary Strausser about 1 month ago in Clients 0 Future consideration

Provide option to turn off midpoint rounding of units (Custom rounding rules for units)

Some payers require a full 15 minutes of service be provided before a single unit can be billed- in our case, it's Medical Assistance in Pennsylvania. Without the option to turn off midpoint rounding, your system is virtually unusable for billing ...
Mary Strausser about 1 month ago in Billing & Payments 0 Future consideration

Complete Ledger Report

I want to be able to see everything owed by a specific payor, client, month, or everything all at once. Pulling individual clients is incredibly annoying.
Guest over 1 year ago in Billing & Payments 1 Future consideration

WebABA and Catalyst Staff Assignment Integration

WebABA assign staff step to be integrated with Catalyst so that the scheduler doesn't have to assign client and staff in two different places for those with the WebABA and Catalyst integration already set up!
Jacqui 3 months ago in Scheduling 0 Future consideration

Show Actual Name of Day on the Scheduling views

Beside the actual date, we need to see the day of the week, without having to click on a drop down menu. The new version creates extra work for us because the day of the week (Monday...) is not beside the date as it was in the previous version. (i...
Julie Brown 5 months ago in Scheduling 2 Future consideration

We would like to have a Report that says it all

We would like to have a Report which has all the Information with Client's Name, DOB, Insurance Id, DOS, Claim Billed Date, Billed Amount, Contractual Allowed, Primary Insurance Paid, Secondary Insurance Paid, Patient's Responsibility such as Copa...
Guest almost 2 years ago in Reporting 2 Future consideration

assign client from staff profile

I want to be able to add multiple clients to one staff person directly from the staff person's profile. It is so tedious to have to open each client's profile to add one staff person.
Guest over 1 year ago in Clients 1 Future consideration