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.
If a Catalyst Note is matched to the incorrect WebABA Appointment you can edit that match and re-match it with the appropriate Appointment.
Alternatively, you can actually create a 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 WebABA Appointments from Catalyst Integration]
Match Catalyst Note to WebABA Appointment
- Click Catalyst Notes tab in primary navigation bar.
- Click Appointment Options and select Match WebABA Appointment.
- In the Match Appointment window, filter Appointments for that Client/Staff combination that occurred on that same day.
- Click on the 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.
