Once your Organization Administrator has done all the background WebABA setup, you can begin to utilize WebABA with your everyday workflow!
NOTE: This comes from Phase 3 of the Administrator Onboarding Process.
Start Here!
- WebABA Triangle - Learn how the 3 main WebABA features work together to create an efficient Client workflow.
Agenda, Calendar and Appointments
- Optimize your Calendar & Agenda
- Schedule an Appointment - Learn how to schedule Client Appointments, Recurring Appointments, Group Appointments, or Telehealth Appointments.
Notes
- Case & Notes Overview
- Create Notes - Sign a Note, Edit a Note
- Add a Diagnosis
- Add a Treatment Plan
- Supervise & Review Notes
Client Billing
- Client Billing and Insurance Info is added from the Bill To & Insurance Info Tab in the Client Details.
- Create a Client Invoice
- Accept a Client Payment or an Insurance Payment
- Accept Credit Card Payments in WebABA (if you are subscribed)
WebABA & Catalyst Integration
- Catalyst Integration Overview - Utilizing the Catalyst Integration combines the best of both worlds. Collect your data using Catalyst and then integrate that information into your WebABA Notes and Billing.
Client Portal
- Client Portal Overview - The Client Portal is a robust add-on feature that you can utilize to streamline communicating and working with your Client.
- Understand Client Portal from the Client Perspective
Telehealth
-
- Learn all about the Telehealth Workflow, from scheduling Appointments to launching and running Telehealth Sessions.
- Understand Telehealth from the Client Perspective