A Catalyst SOAP Note will pull into WebABA after it has been matched with a WebABA Appointment. For more information on the enhanced workflow option, see SOAP Note Session-Matching
in Catalyst.
Initially, Catalyst sends WebABA:
- The Client Name, Staff Name, and Session Date are associated with the Catalyst Note.
- As well as the Session Start and End times, Place of Service, and mileage in the Catalyst Note
NOTE: You may need to manually adjust session start & end times in the calendar to match the session times recorded in Catalyst.
Based on this information, in WebABA, the Catalyst Note with either automatically or manually be matched with a WebABA Appointment. If the Catalyst Note does not Auto Match, you will manually need to Match it to an Appointment, or create an Appointment to match it with.
Once a Catalyst Note is automatically or manually matched to a WebABA Appointment, the integration will pull the Catalyst Note content based on whether a WebABA Progress Note has already been created and/or signed for the Appointment.
Jump to Section [No Linked Progress Note] [Unsigned Linked Progress Note] [Linked Signed Progress Note]
No Linked Progress Note
If no WebABA Progress Notes exist or are already linked to the matched Appointment, when you match the Catalyst Note to the Appointment, WebABA will create and link a Progress Note for the Appointment and insert the Catalyst Note content.
- Catalyst Note content is inserted into the Catalyst Notes field of that WebABA Progress Note.
- Client/Parents Signatures from the Catalyst Note are saved to the WebABA Progress Note.
- Provider Signature from the Catalyst Note is saved to the WebABA Progress Note.
- The WebABA Progress Note is saved as Signed.
Unsigned Linked Progress Note
If there is already a WebABA Progress Note created and linked to the matched Appointment, when you link the Catalyst Note to the Appointment, WebABA will insert the Catalyst Note content.
- Catalyst Note content is inserted into the Catalyst Notes field of that existing WebABA Progress Note.
- Client/Parents Signatures from the Catalyst Note are saved to the existing WebABA Progress Note.
- Provider Signature from the Catalyst Note is saved to the existing WebABA Progress Note.
- The WebABA Progress Note is saved as Signed.
Linked Signed Progress Note
If an Appointment already has a Signed/Approved Progress Note in WebABA, it will not auto match with the corresponding Catalyst SOAP Note. This helps prevent loss of important notes and information as the Catalyst SOAP Note will OVERWRITE any pre-existing Signed/Approved Progress Notes associated with that WebABA Appointment if you attempt to match them.
If you attempt a manual match, you will see a warning that states, “Are you sure you want to match this note? That Appointment already has a signed Progress Note. Note that proceeding with this update will overwrite the pre-existing Progress Note.”
- Click Yes, Match to match the Appointment and overwrite the pre-existing Progress Note with the Catalyst SOAP Note.
- Click Cancel to cancel match.