Knowledge Base

• Organization 1 Article
  • Upload an Organization Logo
• Edit Menu 2 Articles
  • View/Edit/Add Credentials
  • Setting up Non-Service Days
• Notifications/Messaging Jobs 1 Article
  • Email & SMS Reminders

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• Staff 11 Articles
  • Staff record navigation with UI Refresh
  • Add/Edit Special Identifier
  • Add/Edit Staff NPI
  • How to Use the RBT Supervision in NPAGo
  • RBT Supervision with Effective Dates
  • Setting up RBT
  • Terminate a Staff
  • Use the RBT Audit Log
  • Use the Staff Payroll Snapshot in NPAGo
  • Use the Staff Payroll Snapshot in NPAWorks
  • Utilize Credential Effective Dates
• Client/Referral 5 Articles
  • Client record navigation with UI Refresh
  • Adding Client Notes
  • Setting a Default Service Location
  • Terminate a Client
  • Use the Contract Fulfillment Snapshot in NPAWorks
• Funding Source 1 Article
  • Funding Source record navigation with UI Refresh

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• Using Parent Portal
• Setting up Parent Portal
• Create a Parent Portal User Account

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• Teams Set Up

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• Main screen navigation with UI Refresh
• Main screen grid tools with UI Refresh
• Changing Password NPAGo
• Changing your Password in NPAWorks
• Retrieve a Forgotten Password in NPAGo
• Retrieve a Forgotten Password in NPAWorks
• Service Categories

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• Daily Progress Notes (Supervision)
• Improved Flexible Reporting
• Use NPAForms within NPAGo
• Use NPAForms within NPAWorks
• Creating an Editable Template for NPAForms
• Utilizing the Mismatched Charges Flex Report

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• SKILLS Staff Integration
• SKILLS Client Integration

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• Schedules 5 Articles
  • Monthly, Weekly and Daily Calendar Views in NPAGo
  • Scheduling Matrix
  • Using the Scheduling Genie
  • Use Client Schedules in NPAGo
  • Scheduling from the Scheduling Matrix
• Appointments 11 Articles
  • Recurrence Help
  • Utilizing End of Month Signatures
  • Setting up Direct/Indirect Service Status
  • Using Direct/Indirect Service Status in NPAWorks
  • Using Direct/Indirect Service Status in NPAGo
  • Reconcile DayLite Reported Time (RDRT)
  • Using RBT Supervision
  • Create Non-Payroll Appointments
  • Schedule and Bill T-Code Services
  • Batch Signatures
  • Appointment Clock In / Clock Out (In Beta)

• Schedule & Appointment Navigation with UI Refresh
• Print a schedule
• Render a Service Appointment

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• How to Synchronize Catalyst with NPAWorks

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• NPAWorks Billing
• Enroll Insurance funding source in Office Ally
• Use the improved PVR feature in NPAWorks
• Schedule and Bill T-Code Services
• Update NPAWorks with new codes for January 2019
• Medicaid, Tricare Service Providers & Tricare Session Times

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• Deleting 2.0 folder
• Using NPAWeb

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• Generating Timesheets

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• Emails for Unrendered Appointments sent to Staff
• Emails for Unrendered Appointments sent to Supervisors or Teams
• Emails for Appointments with Missing Signatures sent to Staff

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• Propagate a Service Location to Existing Appointments

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• Topaz
• Jade
• Pearl
• Turquoise
• Amber
• Version 8

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• Jade+ Webinar

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