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WebABA Practice Management System

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456 results found

  1. Flag overlapping non-service appointments (blue overlapping Green)

    System would flag as error if a non-service Blue appointment overlapped with a Green Billable service appointment.

    1 vote

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  2. Update Trainings in Knowledge Base

    Hi! I noticed that the instructions for Parent Portal look as though they are based off an old version of NPA. Can this be updated please? We love to use these in our trainings, so having them reflect the actual layout of NPAWorks would be helpful!

    1 vote

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    0 comments  ·  1. General  ·  Admin →
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  3. 1 vote

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  4. Units = minutes

    I'd like to see max sessions column converted to units. Enter units and frequency and have SOFTWARE calculate the minutes per authorization. Even better minutes per authorization AND new column for mintues per week.

    1 vote

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    0 comments  ·  2. Clients  ·  Admin →
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  5. Include staff qualifications on the staff roster (comprehensive) report

    Include columns for the staff qualifications on the staff roster (comprehensive) report.

    1 vote

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  6. Pull "Notes" category

    Option to pull "notes" like we pull PVFS so we can print all notes instead of having to pull 1 by 1.

    1 vote

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  7. Add Appt. Last Updated field as a report parameter to the Appointment Admin Report

    Add "Appt. Last Updated" field as a report parameter to the Appointment Admin Report. This way, if any record in the past is updated, this field can be queried and it will be MUCH easier to extract these records.

    1 vote

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  8. Option in Bulk Verification Report to Include Terminated Clients

    It is difficult to produce historical data in the form of PVR's if a subset of clients are terminated/no longer active.
    An option, such as a checkbox, in the PVR window that would allow users to include these terminated clients, would be much more convenient than the alternative (re-activating each client)

    1 vote

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  9. A validation report that pulls appt validation error details.

    We can run a report a see their is an error in the appt but not full details. Then we need to run a schedule check to find the error. It would be nice to pull this data from one report.

    1 vote

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  10. UI suggestion

    Hi, since it seems I can't post a screenshot here, I will try to describe a suggested improvement to the UI if could. There are several modules that have this same issue. For an example, look at Flexible Reports.

    on the left, the list of report names. The bottom 2/3 of this section is rarely useful. The real important thing I'd like to see is the complete list as I am working reports and when I expand the selections, I have to scroll up & down using the scrollbars. IMHO you could shrink or minimize the bottom "greay" area so…

    1 vote

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  11. 1 vote

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  12. Allow Full Appointment Window to be Viewed when above 125% Scale for Display Settings

    The new fields in the appointment window have caused the Location field to not fit, even when maximized. The only solutions are to decrease scale in display settings or minimize the ribbon. The recommended scale on my screen is 200% so decreasing below that is inconvenient. Please find a way to show the full appointment window without customers having to make concessions to their regular workflow.

    1 vote

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    0 comments  ·  1. General  ·  Admin →
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  13. Remove need for Lead User + DX Code for Catalyst Clients

    Currently NPAWorks requires a user to add a DX code and select a "Lead User" to push this client data to Catalyst, however it is not required within Catalyst itself. Can this restriction be removed?

    1 vote

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    0 comments  ·  8. Clinical  ·  Admin →
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  14. More Clearly Indicate Where Charges Went in Claims Manager

    I added Regional Center as a secondary payer to a client's contract and transferred over their remaining insurance balance to the Regional Center.

    For those charge lines transferred to Regional Center, under the "Billed As" column, it changed to "Other". Is there a way to get "Regional Center" appear under this column?

    1 vote

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  15. Button to Delete Notes

    The addition of an action button that would allow us to delete an incorrectly applied note. We understand deleting is not an option for posting but would like this feature for at least notes.

    1 vote

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  16. Include client/funding source subtotals in the Billing Ledger flex report

    Include client and funding source subtotals in the Billing Ledger flex report. We would like to use Code Metro as a replacement for our current Claims Tracker (excel spreadsheet), but in order to have full functionality, we need to be able to pull subtotals per client and funding source for each month of service easily.

    1 vote

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  17. Exclude Prior Statements Charges When Generating New Ones - Eliminate Duplicate

    To avoid duplicate posting of payments, it would be useful for the Statements feature to exclude charges that have been billed on a previous statement, or to simply add a section that shows unpaid charges from previous periods.

    1 vote

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  18. Global Mileage Rate for Staff

    It would be convenient to have a global mileage rate that could be entered in Settings -> HR Management that would auto-insert this rate whenever adding a new Pay Code to a staff profile.

    Tools to Propagate Rate Changes to future or past dates would also be helpful to manage Mileage rates in-bulk (a table keeping track of changes/propagations would also be nice)

    1 vote

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  19. Support Foreign Currencies and Languages

    The ability to display NPAWorks' text and currency amounts that are compatible with other countries would be great for international ABA practices.

    1 vote

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  20. Option to exclude Make Up Reference dates on Contract Fulfillment report

    An option to exclude make up reference dates on the contract fulfillment report and instead have them show up on the actual appointment date.
    7640

    1 vote

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