WebABA Practice Management System
456 results found
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Search by staff in the Genie for matching clients
CFC would like the ability to use the Scheduling Genie from the staff side to search for matching clients within a certain distance of a staff member, similar to how the Scheduling Genie allows users to search for staff within X miles of a client when accessed from the client side.
4 votes -
Double click open staff/client calendar
If we could open client or staff schedules by double clicking on their names not the calendar icon.
2 votes -
Drill down from Flex Reports
For all flex reports, be able to click within a cell and have the report show where the calculations came from. Example: on the Staff Productivity report click on the staff name cell, to see all appts that were used.
2 votes -
Survey/checklist when locking schedules
Option for a brief survey/checklist for staff to complete before they are allowed to lock their schedules. This survey would give those staff members the chance to answer payroll questions and require them to more-closely review their schedule and correct any common errors before they are able to lock.
2 votes -
1 vote
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1 vote
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3 votes
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Validation Warning for Blue Appts when Scheduling on Holidays, etc.
Be able to have the blue appts follow the same rules as regular appts and get validation warnings when scheduling on a holiday, etc.
2 votes -
Search Client List by Other Methods such as UCI
Be able to search the client list on main page by UCI number of other identifying info instead of just names. We have multiple clients with the same name, or sometimes receive info from the regional center that only identifies client by UCI number. It's impractical to always download the entire client list to an Excel spreadsheet just to be able to find the client.
2 votes -
Drag and drop in the Matrix
Ability to update appointments in the Matrix by dragging and dropping to a different date or time on the schedule.
4 votes -
Save filters in the Matrix
The ability to save multiple filters in the Scheduling Matrix. Similar to customizing flex reports so it can be run for different teams.
4 votes -
Assign files/notes to staff with notifications
Ability to assign & reassign files/notes to a staff and have that staff receive a notification. Include this feature in DocCenter.
1 vote -
Set default location per client service
When entering service locations in the contracts tab of client record, would like a way, when entering multiple locations, to select the default location based on the services being provided.
2 votes -
Indirect appointment defaults to Office address and location
Automatically change Location address to the office's address and location code when Indirect is selected. This will make a big impact in updating this field when doing indirect in a office.
4 votes -
Unique funding source billing requirements
Ability to apply the unique funding source billing requirements in the new NPAWorks AR feature.
3 votes -
Specify which staff provide a specific service for a client
Ability to identify which staff provides a specific service for a client without having to enter that information in client service notes. For example: client receives 4 different services, each service is provided by a different therapist.
3 votes -
Drag appointments from one schedule to another
Ability to drag appoinments from one schedule to another instead of having to open the appt and/or remove/reschedule them.
2 votes -
Automatically update appt subject lines when staff or client name changes.
Currently, When you update the staff record, the staff's name is updated on the schedule window and on the provider field within existing appointments, but the updated name isn't changed on the appointment subject line.
2 votes -
Validation warning when scheduling outside availability
When scheduling through the clients side, display validation warnings if the appointment is being scheduled outside of the availability for the staff they selected.
3 votes -
Search for notes and attachments
Ability to search for notes and attachment files names containing a specific value. Example: search for attachments containing the word 'authorization'.
3 votes
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