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WebABA Practice Management System

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457 results found

  1. recurring appointments overhaul

    Please add code into the scheduling portion of Go and Works that will NOT allow providers to schedule PAST the authorization on file in the system. Currently, a provider can add as many recurrences as they wish and it doesn't cause an issue until they try to render their appointments. They then take valuable time to have to redo or delete a ton of appointments they have entered. It would be so simple to just not allow the recurring appointment to exceed the date on the authorization selected on the initial appointment being set up as the base for the…

    5 votes

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  2. Ability to customize main pages

    The ability to choose different columns to be displayed on their main screen for Client and Staff,

    24 votes

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    1 comment  ·  1. General  ·  Admin →
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  3. 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.

    4 votes

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    0 comments  ·  1. General  ·  Admin →
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  4. Payment Reversals

    You should NOT be able to do a Paynet Reversal of an amount GREATER than what you have posted. We should be getting some type of error stating 'You are reversing more money than has been applied.' I was (accidentally) able to reverse the full amount of a claim which had a copay.

    2 votes

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  5. Option to View notes

    Currently in the Claims Ledger we have to open the Edit Charge Line window full view in order to extend the notes and see what ppl have entered. We need an option when we right click not only to copy but to view the full note in like a small pop up window.

    2 votes

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  6. DocCenter

    Replacement to Notes & Issues with ability to organize notes and attachments into patron-defined folders and set permission for who can access those folders.

    6 votes

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  7. 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

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  8. 34 votes

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  9. 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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  10. 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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  11. 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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  12. 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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  13. Auto Generate CPT codes when "insurance" is selected as funding source, for "services" provided

    When "services" are built in the system, allow the NPA administrator user to plug in CPT codes there. When a new insurance funding source is added, the CPT code an Physician Fee is automatically populated with the service. The user could then just check off what "services" they are providing for this funding source as usual. This would decrease the amount of hand entry of codes for each new funding source which is often repetitive, decrease the risk of human error.

    2 votes

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  14. Client notes to have Funding source filter, and batched by individual client

    When pulling "Client Notes", there should be the ability to set a parameter to filter by funding source, and date range. that way when a funding source is requesting clinical notes for a period of time, it is much easier to filter and find the clients. Furthermore, they should be able to be "batched" so that each client is run on a separate report in order to meet HIPAA standards.

    2 votes

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    0 comments  ·  8. Clinical  ·  Admin →
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  15. Ability to Export/Print ERA's

    The ability to export/print ERA information for clients' billing/payment info is a highly desirable function to allow for the offloading, storing, and sharing of such information.

    2 votes

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  16. Pre-set Termination

    When a staff submits their 2 week's notice for termination, it would be possible to set a termination date prior and have the system no longer give them access. In turn moving them from current staff to terminated on NPA, so that when the terminated box is not checked, the staff no longer appears.

    4 votes

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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. Ability to Set an Alternative Credential for Funding Source Service

    An employee may have a Bachelors degree "or" an RBT certificate to provide service

    2 votes

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  20. 5 votes

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