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WebABA Practice Management System

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456 results found

  1. Report for accessed Client Records

    A report that tracks who has accessed a client record with time stamps, as well as a denoting what fields of the client record were modified and by whom.
    8640

    1 vote

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  2. Most recent note should be the first

    when I enter notes, the most recent one should come up the first

    1 vote

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    0 comments  ·  1. General  ·  Admin →
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  3. Adding state client resides

    Hello

    I would like a feature that adds the state the client resides in for payroll reports. I am required to have this for tax purposes since we service in multiple states. Thanks!

    1 vote

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  4. Have a precise datestamp on Client's Notes & Issues

    For notes in the Notes & Issues section of Client records to have a timestamp that goes further than just the date.

    8822

    1 vote

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    0 comments  ·  2. Clients  ·  Admin →
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  5. Remove purple Help button from main screen (or have option to remove)

    Remove purple Help button from bottom right corner main screen (or have option to remove) - it's blocking screen data

    1 vote

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  6. Multiple Client Types

    The option to select multiple Client Types in the Client Record (General Tab)

    1 vote

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  7. time sheet signatures

    Having staff signatures automatically populate time sheets and then batch print them for a whole pay period so we can have a pdf record of all staff's time sheets with signatures for a given pay period (i.e. 05/01/20-05/15/20).

    1 vote

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  8. I haven't been able to access reports in NPA yet. I've emailed and called, and no one is returning call/messages. Can someone help me ?

    We need access to client reports. I was told that reports are in NPA, but haven't been able to access reports in NPA yet. I've left messages, and no one is returning email or calls. Also would be nice is report could be generated/accessed that shows total hours used and left for the month, and total sessions canceled by parent/client/staff. A list of service dates/hours would be easier than having to click on each day separately, and adding everything up. If this is all available here somewhere, training on how/where to access everything would be very helpful.

    1 vote

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  9. Service Time in Contract Fulfillment or Appointments Admin - Parameter for Appts. Within Auth

    A Column Option should be added to the Contract Fulfillment report that reflects service time whether rendered or not.

    -AND/OR-

    A Parameter on the Appointments Admin report that gives the user the ability to restrict displaying service appointments within a client's current contract start and end auth dates.

    1 vote

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  10. Flex Report - Client Contract List - Please add OOP MAX to the Column Options

    Flex Report - Client Contract List - Please add OOP MAX to the Column Options

    1 vote

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  11. Auto-Update Charge Line Status when Balance reaches 0

    To reduce issues with inflated A/R balances in Flex Reports, it would be nice to have the option to automatically update the "Status" of a Charge Line to "Complete" once Payment has been applied and the associated Ins/Secondary/Patient balances reach 0, instead of requiring a user to manually apply an additional transaction to close out the charge.

    1 vote

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  12. 1 vote

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  13. 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

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  14. 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
    County

    1 vote

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  15. 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

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  16. 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

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  17. 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

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  18. 1 vote

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  19. 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

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  20. Ethnicity vs Race

    We would like to add Race to Personal information, or even replace Ethnicity for Race.

    1 vote

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