Catalyst provides an Integrated Calendar option for clients who also use/integrate with one of our PMS platforms (WebABA Enterprise, WebABA Professional, and WebABA Group). This feature is not available on the legacy app. For a short video about this feature, see Integrated Calendar & SOAP Note Session-Matching.
NOTE: Appointment sessions that are created in the PMS from the release date of this feature (3/2/2023) forward will appear in the Catalyst app. To sync sessions that were created before that, please edit and re-save the appointment in the PMS. If an appointment is a series, please edit and re-save the entire series.
Integrated Calendar in Catalyst App
Users will see their Student's appointments that were added in WebABA (Professional, Group, or Enterprise) in the Catalyst app on the Student Dashboard (Student Selection) screen under Appointments. The criteria for the appointments to display is:
- App User must match the user in WebABA PMS.
- Appointment must be for a Student that sees that particular therapist.
- Appointment must not be canceled or unsaved on WebABA.
- Appointments must be for 14 days in the past or 14 days from the current day.
NOTE: These appointments are read-only. The information from the appointment that is displayed is as follows:
-Student/Client Name
-Day & Date of the appointment
-Start time to End time of the appointment
-Location (POS) of the appointment (for example Primary Location, 12, etc.)
You can use the Forward/Backward Arrows to see appointments 14 days in the past and 14 days in the future.
If there are no appointments for the selected date, a message will display, stating "No appointments scheduled on the date selected."
Each appointment will show a green Completed banner once a SOAP Note has been Published with a Session/Appointment assigned. For more information on SOAP Note Session Matching see SOAP Note Session-Matching.