Staff members assigned to a client can see Catalyst Notes for that staff member/client combination. Users with Organization Admin permissions can see all Notes.
Catalyst Notes pull into WebABA unmatched. You will need to manually match the Catalyst Note with the appropriate WebABA Appointment. If you matched a Catalyst Note to the incorrect WebABA Appointment you can edit that match and re-match it with the appropriate Appointment.
Alternatively, you can actually create an WebABA Appointment FROM the Catalyst Note that was pulled in. This will create a new Appointment in WebABA and a linked Progress Note will be created from the Catalyst Note.
Jump to Section [Match] [Edit Matches] [Create Appointments to Match with Note]
Match Catalyst Note to WebABA Appointment
- Click Catalyst Notes tab in primary navigation bar.
- Click Appointment Options and select Match WebABA Appointment.
- In Match Appointment window, filter Appointments for that Client/Staff combination that occurred on that same day.
- Click on appropriate Appointment to link.
Edit or Manage Match
Once a Note is matched to an Appointment you can edit that match and re-match it with the correct Appointment.
- Click Edit for appropriate matched Catalyst Note.
- In Edit Match window, select the correct Appointment to match it to.
Create WebABA Appointments from Catalyst Integration
Create a new Appointment in WebABA that will automatically link with the Catalyst Note.
IMPORTANT: You will need to enter the Service Type and other relevant information on the Edit Appointment Screen.
- Click Catalyst Notes tab in primary navigation bar.
- Click Appointment Options and select Create WebABA Appointment.
- Click Yes, Continue to confirm.
- Add appropriate Appointment details and click Save.
