The following flex reports can be used to export data from your WebABA Enterprise database:
Appointments |
- Appointments Admin
- Appointments Financial
- If financial information is needed.
|
Clients |
- Client Roster
- Client Contract Services
- Client Enrollments
|
Funding Source |
- Funding Source Roster
- Funding Source Services
|
Staff |
- Staff Roster Comprehensive
- Staff Qualifications
|
Notes & Issues |
- Client Notes & Issues
- Staff Notes & Issues
- Funding Source Notes & Issues
- Attachments must be manually downloaded from each record.
|
Billing |
- Appointment Billing Review
- Insurance Billing Claim Tracker
- Insurance Claim Manager
- To view claims and generate PDF files, if needed.
|
A/R + Payments |
- AR Aging
- Billing Ledger
- Payment Ledger
|
|
|
All of these reports can be exported to Microsoft Excel.
Flex Report How-To's: How to Use Flex Reporting