WebPT Ideas and Discovery

This portal is to capture your great ideas and improvements to our WebPT solutions!
No PHI should be included and application issues should be reported to WebPT Support
(support@webpt dot com)

6 Vote

Accounts/Contact/Activity

Autofill ACCOUNTS when entering an activity for a CONTACT

Created 10 May 17:35

Referral Management / Accounts

0
3 Vote

Secondary Address option for Accounts

We have many contact or Accounts with multiple locations. When creating an account, can we have an option to have a secondary address? Currently, I crate a whole new account with same name but different city abbreviation at the end.

Created 06 Nov 23:38

Referral Management / Accounts

0
2 Vote

Filter by address for Contacts and Accounts search

This would help narrow searches for doctors that are at the same address, especially when linking contacts to accounts. It wold be very convenient to see a list of this. Right now there is only a search box by name, source id, city, zip, and tag.

Created 13 Dec 22:38

Referral Management / Accounts

0 Early Access
2 Vote

Add "Amount Spent" for each contact/account

Ability to export and see the amount spent on each contact and account. Need to allow for a date range (e.g. last quarter, all time, etc)

Created 29 Apr 21:54

Referral Management / Accounts / Contacts / Reports

0
2 Vote

Have the ability to enter new contacts on account page and/or enter new contacts and accounts from activity page

These fields go blank if I enter an unsaved account or contact, just a few extra unneeded steps if they were linked Thanks!

Created 08 Apr 12:07

Referral Management / Accounts

0
1 Vote

• Route optimization when entering activities/planning the day

Love the feature of planning out the day but showing the location or just area where the referral source is would be best. Then we can organize our day by route.

Created 28 Oct 22:49

Referral Management / Accounts

0 Early Access
1 Vote

Account Vs contacts when viewing activities

I have added various contacts to accounts as I learn who is at which location. Currently you can see past activities when in the account main page. It would nice if the previous activities from a particular account would carry over to the contacts...

Created 10 Jun 17:57

Referral Management / Accounts

0
1 Vote

Notes

Note section under accounts- free text field

Created 12 Apr 17:10

Referral Management / Accounts

1

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WebPT Ideas and Discovery

This portal is to capture your great ideas and improvements to our WebPT solutions!
No PHI should be included and application issues should be reported to WebPT Support
(support@webpt dot com)

Filter by status

Filter by category

Accounts/Contact/Activity

Secondary Address option for Accounts

Filter by address for Contacts and Accounts search

Add "Amount Spent" for each contact/account

Have the ability to enter new contacts on account page and/or enter new contacts and accounts from activity page

• Route optimization when entering activities/planning the day

Account Vs contacts when viewing activities

Notes

Filter by status

Filter by category

Identify yourself with your email address

Accounts/Contact/Activity

Secondary Address option for Accounts

Filter by address for Contacts and Accounts search

Add "Amount Spent" for each contact/account

Have the ability to enter new contacts on account page and/or enter new contacts and accounts from activity page

• Route optimization when entering activities/planning the day

Account Vs contacts when viewing activities

Notes