Reporting | WebPT Ideas and Discovery

CSV for individual insurance AR

when pulling up AR balance the insurance companies can create a CSV report but when you open the ins and to see who and what dates outstanding there is no simple CSV button to sort that and be able to send to insurance companies

Created 30 Jun 20:58

Therabill / Reporting

0

1 Vote

Add "Entered Date" to Key Indicators Report

The Key Indicators Report is a great report but it needs a date option of "Entered Date" to make this report even better. The "Posted Date" and "Service Date" is currently all we can run for this report, but it will be very helpful to run by "ENTE...

Created 30 Jun 20:26

Therabill / Reporting

0

1 Vote

An option to create a report that identifies all CTP CODES for SUPPLIES dispensed WITH THE DESCRIPTION (description is important).

In order to bill out the DME for each location I have to run the billing report on the main page, scan the page for DME codes (codes that start with an A, E, or L) and open each Patient Note to determine what was dispensed. Which currently taking ...

Created 04 May 12:30

Therabill / Reporting

0

1 Vote

Add option on Payment Velocity Report to exclude insurance refunds or recoupments

No description provided

Created 11 Mar 13:01

Therabill / Reporting

1 Future Consideration

1 Vote

Print out a report by Insurance with check date, # and total paid amount of ck =not detailed

We should be able to print a detailed or not detailed report by a single insurance/payment/check# by date span. My employer wanted a report total for a single insurance carrier for 2020. I tried to print out report, but was only able to print a de...

Created 02 Mar 15:17

Therabill / Reporting

0

1 Vote

Fix the issue where Custom Session Reports cuts off the total number of sessions

If I run a custom session report by date of session, and there are a lot of sessions, I can't see the total number of sessions (the session count). It is cut off at the bottom of my screen. There is sometimes no way to fix this by making the type ...

Created 08 Feb 20:44

Therabill / Reporting

2 Future Consideration

1 Vote

Allow edit/delete of payments from snapshot reports, or additions for that matter.

I use the reports to double check payments. Often I need to edit from this page. As it is, I need to close the page then access the payment to edit or add to it.

Created 31 Jan 19:14

Therabill / Reporting

1 Future Consideration

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CSV for individual insurance AR

Add "Entered Date" to Key Indicators Report

An option to create a report that identifies all CTP CODES for SUPPLIES dispensed WITH THE DESCRIPTION (description is important).

Wish checked box would stay checked once checked.

All Vector Fields to be viewed after a session has been closed.

Add date range to run Balance Aging Report

Add option on Payment Velocity Report to exclude insurance refunds or recoupments

Print out a report by Insurance with check date, # and total paid amount of ck =not detailed

Fix the issue where Custom Session Reports cuts off the total number of sessions

Allow edit/delete of payments from snapshot reports, or additions for that matter.

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Filter by category

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CSV for individual insurance AR

Add "Entered Date" to Key Indicators Report

An option to create a report that identifies all CTP CODES for SUPPLIES dispensed WITH THE DESCRIPTION (description is important).

Wish checked box would stay checked once checked.

All Vector Fields to be viewed after a session has been closed.

Add date range to run Balance Aging Report

Add option on Payment Velocity Report to exclude insurance refunds or recoupments

Print out a report by Insurance with check date, # and total paid amount of ck =not detailed

Fix the issue where Custom Session Reports cuts off the total number of sessions

Allow edit/delete of payments from snapshot reports, or additions for that matter.