Patient Statements | WebPT Ideas and Discovery

Should be able to customize introductory message that is sent on email statements so looks more professional and less sketchy

Currently the email message that is sent out is Hi , (Insert business name here)has shared a secure file with you. For security reasons, this file will only be available for the next five days. After that time, access to the file will be revoked. ...

Created 31 Mar 14:39

Therabill / Patient Statements

0 Future Consideration

3 Vote

Change Invoice to more than a one time viewing

It would be helpful to change the format so that when invoices are emailed the client is able to open it more than one time.

Created 25 Mar 20:23

Therabill / Patient Statements

0

6 Vote

Need to implement a report showing patients that have been excluded in batch statements

The new feature you have added to Therabill needs to also have a way of creating a report to show excluded patients that have been placed on the excluded from batch statements list. It is necessary to have the list to run monthly so that it can be...

Created 08 Apr 14:50

Therabill / Patient Statements

0 Future Consideration

1 Vote

Patient Statement Notes

There is a spot where you can add a note to a specific patient's statement. However, it needs to be re-added every time a statement is generated for that patient. It would be helpful if you had the option to add a permanent note to a patient's sta...

Created 06 Dec 13:30

Therabill / Patient Statements

0 Future Consideration

5 Vote

Billing statement

Hello, We would prefer our billing statements to be of less length. Is there a way we can get rid of itemizing each code on the statements/invoices we print and send to patients. We have the minimal amount of boxes checked and would prefer less ...

Created 30 Dec 22:23

Therabill / Patient Statements

0

6 Vote

Collection post it note on patients biling statement

When looking at a patients statement there is no where that says they are in collection, you have to go to the patients chart to see that and I think it should be somewhere on the patients billing statement so that all can see if the patient or so...

Created 24 Oct 15:10

Therabill / Billing / Patient Statements

1 Future Consideration

2 Vote

Longer time frame for clients to open their emailed invoices

The invoices that are emailed to clients are only available to open for 5 days. Not sure what the purpose of this is but I am constantly getting emails from clients saying they cannot open and to resend. It's very time consuming.

Created 07 Nov 20:50

Therabill / Patient Statements

2 Future Consideration

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e-statements

Option to separate patient statements/ session balance reports by case.

Responsible Party

Should be able to customize introductory message that is sent on email statements so looks more professional and less sketchy

Change Invoice to more than a one time viewing

Need to implement a report showing patients that have been excluded in batch statements

Patient Statement Notes

Billing statement

Collection post it note on patients biling statement

Longer time frame for clients to open their emailed invoices

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Identify yourself with your email address

e-statements

Option to separate patient statements/ session balance reports by case.

Responsible Party

Should be able to customize introductory message that is sent on email statements so looks more professional and less sketchy

Change Invoice to more than a one time viewing

Need to implement a report showing patients that have been excluded in batch statements

Patient Statement Notes

Billing statement

Collection post it note on patients biling statement

Longer time frame for clients to open their emailed invoices