WebABA Practice Management System
456 results found
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Flex report of active clients in a specified period of time.
A flex report that will pull a client roster for a specified period of time.
Suggested by Christy Zaucha of Laurie Singer Behavioral Services.
5 votes -
Auto-Transfer Unpaid Balance to Secondary/Patient Resp. for Manual Payments
It would be nice if NPAWorks could automatically transfer manually-created Payments that have a remaining balance to the client's Secondary insurance (if they have one) or to the Patient Responsibility portion
This is cumbersome for Manual Postings since an additional Transfer to Patient Resp. transaction must be done each time - it would be nice for this behavior to be the same for either Payment type.
5 votes -
Add a column to Quickbooks Export report
Our school districts are requiring that we include the purchase order/contract number on our invoices. These numbers change annually.
We have a designated box on the invoices in Quickbooks for P.O. #.
I’m wondering if we enter that number into the Contract No. field within NPAWorks Funding source, is it something that could be added as a column option to the report?
1 vote -
Add Columns to Schedule Lock Audit log report
I am requesting the addition of the following fields to this report:
Job Title
Hired Date
Department
Supervisor
County1 vote -
Allow Multiple Contacts to Receive Appointment Reminder emails
The ability to have multiple client guardians receive the Guardian Appointment Reminders (and Reminders on Update) messaging jobs would be very useful for clients who live in non-traditional family arrangements.
1 vote -
Separate 'FirstName' and 'LastName' columns in Appointments Admin
Include separate column options for 'FirstName' and 'LastName' in the 'Appointments Admin' for both clients and staff.
Currently, there is only 'Client Name' and 'Staff Name' which combines the first and last names into 1 column.1 vote -
Ability to Extract/Export EOB info for Secondary Billing
The ability to export particular EOB payment info from NPAWorks per-client would aid in submission of uncovered charges.
4 votes -
Simplify EOB lookup based on Client Name
Allow for lookup of EOB payment info inside the Payment Ledger window by client name with an extra search filter for client names.
3 votes -
Request for Custom Flex Report
FirstName, LastName, Email, Birthday (DOB), GuardianFirstName, GuardianLastName, PhoneHome, PhoneCell, PhoneWork, PhoneFax, Gender, AddressLine1, AddressLine2, City, StateProvince, ZipPostalCode, Country, SocialSecurityNumber(Optional), PrimaryTypeOfInsurance, PrimarySubscriberPolicyIdNumber, PrimaryInsuredFirstName, PrimaryInsuredMiddleInitial, PrimaryInsuredLastName, PrimaryInsuredAddress, PrimaryInsuredCity, PrimaryInsuredState, PrimaryInsuredZip, PrimaryInsurancePhone, PrimaryInsuredBirthdate, PrimaryInsuredGender, PrimaryRelationType, PrimaryInsuranceCompanyName, PrimaryPlanName, PrimaryGroupNumber, PrimarySponsorSSN, PrimaryCoPayType, PrimaryCoPayAmount, PrimaryCoPayFrequency, PrimaryCoPayFrequency, PrimaryCoverageStartDate, PrimaryCoverageEndDate, PrimaryStatus, PrimaryNotes, SecondaryTypeOfInsurance, SecondarySubscriberPolicyIdNumber, SecondaryInsuredFirstName, SecondaryInsuredMiddleInitial, SecondaryInsuredLastName, SecondaryInsuredAddress, SecondaryInsuredCity, SecondaryInsuredState, SecondaryInsuredZip, SecondaryInsuredPhone, SecondaryInsuredBirthDate, SecondaryInsuredGender, SecondaryRelationType, SecondaryInsuredCompanyName, SecondaryPlanName, SecondaryPlanId, SecondaryGroupNumber, SecondarySponsorSSN, SecondaryCoPayType, SecondaryCoPayAmount, SecondaryCoPayFrequency, SecondaryCoverageStartDate, SecondaryCoverateStartDate, SecondaryCoverageEndDate,SecondaryStatus, SecondaryNotes, ClientDiagnosisCode, Region, UCI Number, BHPN ID
3 votes -
Restrict appts in Contract Fulfillment to contract start/end dates
It would be great to have an option for the Contract Fulfillment flex report to restrict the data returned to show just the dates of the active contract only.
This is because sometimes appointments are recurred way past the end of the contract end date, and these additional appointments can distort the report results.
4 votes -
Appointment Reminder for Supervisor caseload
Be able to send the Appointment Reminder On Update messaging job to Supervisors for clients they supervise but aren't scheduled with.
3 votes -
Add Columns to Contract Fulfillment reports
For the following flex reports
Contract Fulfillment Comprehensive - Would like option for Client Tracking ID column
Contract Fulfillment Financials - Would like a column option for Service Code column
1 vote -
Bulk Push of NPA Staff/Clients to Catalyst
With larger accounts with 200+ staff/clients, it does not make sense to manually push staff and clients from NPA to Catalyst one by one. If there was a feature that allows admins to push large batches of NPA staff/clients over to CATALYST, this would make the integration a more efficient experience.
3 votes -
1 vote
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Add Provider Signatures in NPAWorks
have therapists be able to sign on NPA works. Appointments need therapist signature to be rendered but you can only sign as therapist on NPA go.
7 votes -
Custom Warnings/Notes for Clients
Kareo client profiles used to have an option for 'warnings' which would appear at the top of a window any time that client was involved. For example, if the member has a secondary insurance we would add a warning 'member has 10% secondary.' This warning would appear 1. on his profile 2. while posting payments 3. creating statements 4. in the claims window (in this case the window that opens from the claims ledger via the Claim Manager). We would also have the option to select where we want that warning to pop up (options 1 through 4).
3 votes -
Claims Ledger and Payments Ledger: Print and Export
It would be ideal if the Claims Ledger and Payments Ledger views had a Print and/or Export feature to create an audit trail containing a breakdown of payments and adjustments made.
4 votes -
A/R Aging report: Positive FS Balance if Client payment covers the rest
A/R Aging report: If a Client Payment posted then FS Payment posted then show +FS Balance instead of a Negative.
Example:
If the full balance (Charge Amount) is 75. The client pays 15 for Co-Pay, the fs balance shouldn't be negative in the Funding Source Balance when the FS paid 60.
Currently is shows a balance of '-15' in the FS Balance despite the copay being paid and the FS paying 60.This can be rather confusing, making the user think that it's still owed because it shows a negative number when it was paid.
1 vote -
Ethnicity vs Race
We would like to add Race to Personal information, or even replace Ethnicity for Race.
1 vote -
Search when we press Enter
Can we have the option to search automatically when we hit enter and we plug in info in one of the options while posting money? This would also be useful in the claims wizard
1 vote
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