Payments | WebPT Ideas and Discovery

1 Vote

please make the font bolder & easier to read (especially when posting payments).

Everyone who uses it would benefit....tired of squinting!

Being able to select the types of payments that flow over from WebPT to Therabill

We recently switched from using Advanced MD to Therabill, but are running into problems now not being able to modify the types of payments that flow over and automatically apply to outstanding amounts. We use WebPT patient profiles to track all pa...

Add EFT as Client Payment Method Option

I would like to know if a Payment Method of EFT could be added to Payments for Batch Clients? Many Clients are paying by Apps such as Zelle through their banks now and when I enter the payment, I would like to be able to enter it as an Electronic ...

Filter payments flowing from WebPT to Therabill

It would be very helpful to have the ability to filter the different payments that flow from WebPT to Therabill and also be able to turn them off. Currently the only option is to either create a session for the supplies in Therabill (time consumin...

Unassigned patient payments

Instead of the process of assigning patient payments to clear out a DOS after the insurance payment has been posted, why not have Therabill on a nightly basis allocate patient payments to open balances so these balances do not show as an open bala...

Payment posting by batches

Please add a "Batch number field" to post payments under. This would assist every payment poster using Therabill for posting to separate/balance individual batches.

Created 04 Nov 19:10

Therabill / Payments

0

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please make the font bolder & easier to read (especially when posting payments).

Do NOT allow Refund option on Client Over-Payments (not unassigned)

ERA's- one click option to uncheck apply on all lines of ERA

would like to close sessions from batch client payment screen

Option to turn off Apply to Unassigned in ERAs

Being able to select the types of payments that flow over from WebPT to Therabill

Add EFT as Client Payment Method Option

Filter payments flowing from WebPT to Therabill

Unassigned patient payments

Payment posting by batches

Filter by status

Filter by category

Identify yourself with your email address

please make the font bolder & easier to read (especially when posting payments).

Do NOT allow Refund option on Client Over-Payments (not unassigned)

ERA's- one click option to uncheck apply on all lines of ERA

would like to close sessions from batch client payment screen

Option to turn off Apply to Unassigned in ERAs

Being able to select the types of payments that flow over from WebPT to Therabill

Add EFT as Client Payment Method Option

Filter payments flowing from WebPT to Therabill

Unassigned patient payments

Payment posting by batches