The WebABA Catalyst Integration allows you to use Catalyst to collect data and write SOAP Notes and then pull those SOAP Notes into WebABA to process and bill the Appointments.
If you have Organization Administrator permissions in both WebABA and Catalyst, you will be able to enable the Integration and do the initial Staff and Client Setup.
Get Started: Organization Administrator
Sync/Match Catalyst Notes to WebABA Appointments
After the initial Integration setup is complete, SOAP Notes written in Catalyst will display in the WebABA Catalyst Notes tab. The system will attempt to auto-match the Catalyst SOAP Note to the WebABA Appointment based on:
- The Client Name, Staff Name and Session Date associated with the Catalyst Note.
- As well as the Session Start and End times of the Catalyst Note.
After a Catalyst SOAP Note and WebABA Appointment is matched, WebABA will pull in the SOAP Note content to the WebABA Progress Note and the Staff Members assigned to the Client/Appointment will be able to view auto-matches and bill the Appointment in WebABA.
IF the Catalyst SOAP Note did not auto-match, Staff Member assigned to the Client/Appointment, or Organization Administrator will be able to manually match them.