Pre-Migration Information & Session Breakdowns

We're excited to get started on your migration from Accupoint 2.0 to WebABA! We anticipate a smooth transition, with a mix of one-on-one sessions as well as cohort sessions with one of our migration specialists. 

Below is an overview of what we'll need from your practice during the pre-migration time, and a look into what our team will be doing on our end: 

Your Practice: 

• Please create a WebABA account/subscription by clicking here.
• Please create a Support account.

Our Migration Team:

• We will preform a preliminary test migration.
• We will update and prepare platform data in your current platform for a smooth migration. For example, we will update all authorizations.
• We will connect your legacy platform to WebABA for official migration.
• We will work with our clearinghouse team to enroll  in electronic claims and ERAs. 

During the training, each migration segment will be broken up into one-on-one or co-hort sessions, depending on the topic. The following articles in this section will give you an overview of what you should expect in your upcoming session as well as links to helpful articles and a checklist on post-session work that you should complete before your next session. 

For a list of migrated data, click here.

Session 1: Kick Off

This session will be a one-on-one session with a migration specialist. The intended audience for this session is the practice owner(s) and key stakeholders.

In this session, we go over the following:

1. Confirm workflow requirements to solidify training needs
2. Review your test migration data for any major red flags
3. Tailor your future live session set-up and training needs
4. Review the cohort session dates as well as their recommended audiences to ensure all relevant staff is present
5. Assign preliminary pre-session work, if applicable

Throughout these session articles, we'll provide you with a printable post-session checklist. Here's your first one!

Session 2: Onboarding

The recommended audience for this session is owners and admins, BCBAs, RBTs, Billers and Front Office staff.

In this cohort session, your migration specialist will be going over the following: 

1. Validate and edit migrated company information in your organization's profile
2. Validate and edit migrated billable service types
3. Validate and edit locations
4. Validate and edit migrated staff data

Your post-session work will be: 

1. Add non-billable service types
2. Add permission to staff
3. Set up mileage rates and employee pay codes
   
   

Here is a printable checklist for your convenience. 

Session 3: Client Heath Records and Billing Setup

This session's recommended audience is your practice's owners and administrators, billers, and front office staff. 

In this cohort session, your migration specialist will be going over the following: 

1. Validate and update insurers and contracted rates
2. Validate and edit migrated client data
3. Validate and add client authorizations and service types

Your post session work will include:

1. Confirm or add behavioral assessment and diagnosis codes
2. Assign staff to client and cases
3. Configure calendar: Set Calendar Availability | Change Appointment Time Increments | Show Client Initials on Calendar & Alerts | Prevent Double Booking

Here is a post-session checklist for your convenience. 

Session 4: Set up And Manage Appointments, Documentation, and Parent Access

Please make sure everyone following along in this session has configured their calendar in the new WebABA environment prior to attending this session.

The recommended audience for this session is practice owners and administrators, BCBAs, RBTs, and front office staff.

In this cohort session, your migration specialist will be covering the following: 

1. Validate migrated appointments
2. Add a new appointment
3. Validate migrated clinical notes
4. Add a progress note via the agenda
5. Set up parent access via the contact network and parent portal settings 

Your post-session work will include:

1.  Confirm completed appointments are ready to be billed.
2.  Complete progress notes for appointments
   • If using Catalyst, verify notes are matches to appointments.

Here is a printable checklist for your convenience. 

Session 5: Create Invoices and Submit Claims

The recommended audience for this session is practice owners and administrators, billers and front office staff. 

In this one-on-one session, your migration specialist will cover:

1. Creating invoices or submitting claims for new appointments in WebABA
2. Review how to batch invoice
3. Review claim statuses
4. Review claim rejections and the resubmission process
5. Turning on auto processing of ERAs

Before Session 6, please make sure that ERAs are coming into your new WebABA environment. Here is a quick printable checklist to complete before your last session.

Your final session is just around the corner. That will be a one-on-one wrap up session, so please make sure to bring any final questions or concerns with you.