Customizing Your Catalog

There are 10 different catalog types to customize. 9 are specific to ABA Companies. 1 is specific to Mental Health providers. 

The 9 catalogs for ABA Companies:

  1. Auth Code
  2. Insurance
  3. Employee Type
  4. Client Cancel Reason
  5. Employee Cancel Reason
  6. Billable Activity
  7. Nonbillable Activity
  8. Provider Speciality
  9. Task Type

The 1 catalog specific to Mental Health Providers:

  1. Diagnosis Type

To customize your catalog follow these steps:

Step 1: Settings (top left; 3 parallel horizontal lines)

Step 2: Business Settings

Step 3: Catalog

Step 4: Click through each of the catalog types 

You can toggle on or off, edit, or delete any record in any catalog. 

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Setting up Business Units