WebABA Practice Management System
456 results found
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Recalculate Client Charges Based on Overpayment Take Backs
It would be a massive help to have the Payment Ledger be able to detect a "take back" in an EOB (money being subtracted for previous overpayment) and then automatically look up the original payment to un-apply those monies in some sort of logical fashion.
3 votes -
Rollover Unused Minutes
Having the option to rollover any unused minute for particular services (especially parent training or supervision) would be very helpful. Sometimes, clients don't opt to schedule parent training appointments for a full month, but then want to schedule several the following month. If there was an option when distributing the authorized units/minutes allowing us to rollover any unused minutes, it would also allow us to remain within the total authorized units but also adjust flexibly each month if need be.
3 votes -
Allow deletion of unsynced Catalyst time sheets
Not sure if this should fall under billing, but since it effects billing accuracy I put it here. There needs to be a mechanism in which you can delete unused or unwanted Catalyst time sheets in the NPA works Catalyst sync screen. This should also effect unwanted/unused Clients and Employees.
For example, we have to create catalyst accounts for parents to record data. When you open the sync screen, all of the parent accounts are there and look like unsynced employees.
Another example is when there is a mistake in a Catalyst time sheet/SOAP note. Even if the error note…
3 votes -
Add Column on Client View screen to see the Preauth Status
Right now only the Contract/authorization BEG and end dates populate on the Client Screen. It would be very helpful to have an additional column, showing the Status of the Preauth- so have a drop down to State Auth 1- Progress Reports, Auth 2- Submitted to INS Auth-3 Rcv'd Verbal Auth, Auth 4-Rcv'd Written Auth...and so on.
3 votes -
3 votes
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Show authorization start and end date for reports
Before NPA was updated, we were able to see when the client authorization started and when it ended. This really helped staff know when to start writing progress reports.
3 votes -
Increase Character Limit for Service Record display codes
Since display codes for Services are displayed fro scheduling purposes, we find it would be helpful to have a higher char. limit for them as to notate BCBA vs. BT variants of a particular service.
3 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 -
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 -
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 -
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 -
More Flex Reports for Team Organization
Flex reports that show more information about the teams. We would like to see a flex report that shows us the students (clients) assigned to each team member. We would also like to see a flex report that shows the relationship between team members.
3 votes -
Have the ability to quickly see the client's current balance, not have to run an A/R report. (Feature that Kareo had).
Right now, you have to run an A/R report to get the client's most current balance. When the client's Mom is standing right next to you wanting to write a check for the full amount, you don't want to be fiddling around trying to run a report. Kareo had a great feature where you could open the client's account and run a most current statement - took all of 30 seconds - a much better way to go.
3 votes -
upload staff ad clients using excel
Using excel to upload all information into NPA for clients and/or staff with a preformatted template. This would help to load multiple staff or client members into NPA at a single time.
3 votes -
Drop Down for Subject line of payroll only (blue) Appointments
Have a drop down menu for staff to select from for blue appointments to allow more efficient time entry and consistent use of correct subjects
3 votes -
3 votes
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Add/Edit Availability in the Matrix
It would be nice to be able to update all staff's Availabilities when in the Scheduling matrix.
3 votes -
timestamp
Allow NPAWorks to generate a timestamp when entering notes on client appointments and client notes and issues.
3 votes -
Collect client responsibility from appointment
An easy way for front office staff collect client responsibility while the patient's appointment window is open.
3 votes
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