WebABA Practice Management System
74 results found
-
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 -
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 -
5 votes
-
Saved reports shared with other users
Ability to have 'saved' reports shared with other users in the company.
9 votes -
4 votes
-
Client Cancellation Report
Report for pulling a client's CL24 when Appt Status is Client Less-than 24 Cancellation or Client No Show,
6 votes -
Access Notes & Issues or DocCenter from appointments
Ability to open the client's Notes & Issues or DocCenter when editing an appointment.
1 vote -
Ability to generate re-occuring reports at scheduled time.
Would like calendar lock report to be run at midnight on day of lock. To query results of those not locked at that time. Supervisors unlock for changes, so if this report is not run at this time, then we get results that include staff that were locked on time and then unlocked by sometimes as early as 5am the next day.
3 votes -
RBT Audit Log: show hours short
On the RBT Audit Log, when hours are not met the report only says No. Display how many hours the RBT is short.
6 votes -
History of Notes
Option for a rolling history of changes to Notes, in order to:
1) prevent accidental overwrite
2) keep history of conversations and follow-up notes with date/time and author.2 votes -
Billing 'Health Report'
A Billing Overall Health report that could show data on a daily, weekly, and monthly basis, such as:
Services provided per agency or therapist ($)
Patient visits per agency or therapist
Cancellations per agency or therapist
Billable hours
Auth hours
Projected assessment hours
Goal hours
Collections
Date and amount billed
Date and amount posted2 votes -
apts admin report
Can you add parameters to the Apts Admin report to be able to select by Staff, Client or Funding Source? We use this report all the time. Some reports go back to the beginning of the school year where a lot of rows are returned. If we can narrow down before running would be VERY HELPFUL!
1 vote -
2 votes
-
Report generation tools
Ability to build your own reports in NPAWorks or to export into other products such as Tableau, Crystal Reports, Jaspersoft, or BIRT.
8 votes -
Access to DocCenter in Parent Portal
Access DocCenter from Parent Portal so encrypted PHI does not need to be emailed to parents.
7 votes -
Allow attachments to appointments
Ability to attach documents, notes, and NPAForms to appointments.
7 votes -
Ability to automatically lock an NPAForm from further updates
Needed in order to use NPAForms to collect data or for new hire tests for example.
1 vote
- Don't see your idea?