WebABA Practice Management System
456 results found
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$ Amount of Unbilled Appointments
In the new Accounts Receivable feature, be able to see the dollar amount of unbilled appointments by funding source and client.
2 votes -
Propagating client changes to appointments
The system should not allow the propagate to appointments option when client service data is updated if there are no appointments for that client service.
1 vote -
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 -
Accounts Receivable workflow feature
Ability to put outstanding claims into different Work Flows that can be distributed to different departments.
Examples:
Denial for authorization: Workflow that can be assigned as a task list to clinical team or specific members of clinical team
Denial requiring further research: Workflow that can be assigned as a task list to RCM team or specific members of RCM team
Once claim has been worked it can be removed from specific task lists to assist with supervision of work in a specific department and/or team member.
2 votes -
RBT Log for Supervisors' teams
Ability for sups to run RBT Log for only their subordinates. Currently an administrator has to run the report, split out be sup, and then distribute to the sups which is time consuming.
2 votes -
Auto fill DIrect/Indirect based on Service Log Entry
Options for for the appointment's Direct/Indirect field to auto fill based on the selection of the Service Log Entry. Funding Sources require PVR information selected in the Service Log Entry dropdown. Options 1-6 determine the type of appointment it was: face to face, report prep, meeting, etc).
2 votes -
Print the Matrix
Ability to print the Matrix.
1 vote -
Filter for blue and gray appts in Matrix
Currently, when filtering in the Matrix for specific service(s) it is not possible to also display blue or gray appointments.
1 vote -
Requirement for Staff and Parent Signatures per Session
One of funding sources, the BHPN, required us to provide them staff and parents signature side-by-side per session. Please see email from theBHPN below and memo they sent us back in 2016 about this request.
Lui,
(Email from BHPN, Memo from BHPN provided in notes with requirements)
I am not seeing staff signatures for each of the sessions. Please provide ASAP.This is needed because the client has been audited and they need to provide this to the customer.
CAS-55527-M3G6D3
2 votes -
Funding Source Rounding Rules Wizard
Option to guide the user through setting rounding rules for the funding source since some of settings affect how other settings will behave.
1 vote -
Audit Report of all Activities
Report that shows all information added, changed, or deleted by a given staff member for a specified date range.
5 votes -
Vendor Signature on file
Ability to create/update a vendor signature that can be automatically added to PVRs and invoices.
2 votes -
Schedule Group Appointments
Ability to schedule clinical meeting for multiple service providers and/or multiple clients with 1 appointment rather than having to open each staff or client schedule individually.
27 votes -
Filter by Region in the Matrix and Genie
Instead of using the County field for Region in the Matrix, add Region as a new field in the address book with values selected from a dropdown. Update the Matrix and the Genie to filter by this new field.
2 votes -
Contract Fulfillment Snapshot Remaining Hours
Include in the Contract Fulfillment Snapshot the remaining hours based on the appointment selected so you can tell how much time still needs to be provided from a point in time forward.
1 vote -
Search in the Matrix and Genie
Ability to search in the Matrix and Genie's client and staff filters.
1 vote -
Teams filter in the Matrix
Ability to filter for staff and clients by the team(s) they belong to in the Matrix.
2 votes -
Breakdown billable vs non-billable hours in the Payroll Snapshot
Add to the Payroll Snapshot a further breakdown of payroll hours – billable vs. non billable.
2 votes -
Rounding rules for non-insurance funding sources
Ability to apply rounding rules to non-insurance Funding Source when determining service time and generating invoices.
1 vote -
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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