WebABA Practice Management System
126 results found
-
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 -
Expired pay code message
Automated messaging that notifies staff of appointments with expired pay codes and/or a validation warning in schedules.
2 votes -
Update multiple Appointment Statuses at one time
Ability to change the Appt Status to multiple appointments. For example, hours lost due cancellations because of weather would be good to keep track of, but it takes a long time to update each appointment individually. Ideally, an option to choose from a given date range and select one, multiple or all staff and clients.
2 votes -
Cross-office validations
Ability to run the same schedule validation checks for cross-office appointments as when the are staff within the same office/agency as clients.
2 votes -
Lock from client schedule prior to billing
Ability to lock a client’s calendar to indicate to the billing department that their claims are correct and ready for submittal. Because staff work across several clients the staff calendar locks are not sufficient.
2 votes -
Account for traffic in the Genie
Ability for the Scheduling Genie to account for traffic when suggesting possible providers.
1 vote -
1 vote
-
Easier way to select an appointment's non-default service locations.
Option to change the appointment's service location if the location is not the default by selecting "Home, Clinic, School" (as examples) instead of the actual address, so that it is easier to select on the appointment.
1 vote -
View responsible scheduler on client main page
The ability to have to show which scheduler is assigned to each client on the main page of NPAWorks so you can who is taking care of each client.
1 vote -
Search Scheduling Genie by service category
Option to search the Scheduling Genie by service Category
1 vote -
1 vote
-
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 -
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 -
Search Genie by specific days or times
Ability in for the Genie to select specific days of the week (Mon, Wed, Fri) or specific times (300pm-5:00pm) in order to pull staff who have availability on the given dates/times rather then pulling the entire week.
3 votes -
Scheduling Genie attributes page
Currently when a user adds an attribute and presses save, the attribute is added to the bottom and the window closes. The feature request is to move the new attribute to the top of the list, to allow for better visual of the new attribute, and be able to save without the window closing.
1 vote -
Search for availability of 2 hours or more
Ability in the Matrix and/or Genie to filter for clients or staff who have an availability of 2 hours or more.
1 vote
- Don't see your idea?