Organization Settings

Profile Tab

• Set Up Your Organization's WebABA Profile
• Set Default Place of Service for Your Organization
• Sign New BAA
• Select a Time Zone
• Upload or Remove Logo

Service Types Tab

• Add & Edit Billable Service Types
• Add & Edit Non-Billable Service Types
• Add Modifiers for CPT Codes
• Archive & Unarchive Service Types

Income Based Payment Amounts Tab

• Set Override Client Payment Amount
• Set up Income Based Payment Amounts
• Bill By Service Rate or Income Based

Referral Sources Tab

• Add Referral Sources to WebABA

Set Up Credit Card Payment Tab

• Enroll in Credit Card Processing with Vantage
• Update Bank Account for Payment Processing

Locations & Rooms Tab

• Location vs Place of Service
• Add & Edit Organization Locations
• Add & Edit Rooms
• Archive & Unarchive an Organization Location

Payroll Settings Tab

• Associate Employee Pay Codes to service types
• Payroll Settings
• Manage Employee Pay Codes
• Manage Employee Mileage Rates

Manage Chat Tab

• Activate Practice Chat
• Use Practice Chat
• Add Practice Chat Profile Picture
• Email Alerts for Practice Chat

Client Flags Tab

• Create and Manage Client Flags
• Apply and View Client Flags

Staff Requirements

• Staff Requirements Page

Client Requirements

• Client Requirements Page