WebPT Ideas and Discovery

This portal is to capture your great ideas and improvements to our WebPT solutions!
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2 Vote

Please revert back

When posting payments it used to keep the deposit date the same instead of clearing all the boxes. It's frustrating to have to keep refilling everything when posting multiple deposits for the same date. When billing insurances there is now only a ...

Created 15 Jun 13:32

Therabill

0 Future Consideration
6 Vote

ERA Takebacks

Takebacks should be shown on the ERA that they are actually coming out of. There is no warning to let you know if an ERA is not posting for the correct amount, and since the ERAs do not show the takeback when it's actually happening sometimes ERAs...

Created 25 Jul 12:41

Therabill / Payments

0 Future Consideration
6 Vote

Post it notes

It would be helpful to be able to see the post it notes in a patient's account from the actual ERA/ Payment posting screen. Sometimes we put special notes in a patient's account about how much to charge them, but since you can't see the notes when...

Created 25 Jul 12:39

Therabill / Other

0 Future Consideration
5 Vote

ABILITY TO REBILL WHOLE ACCOUNT TO INSURANCE

Under Search Sessions, after you put in a client and their date range, there should be an option to send them all back to the insurance area. A biller has to go into each and every session and mark each one to send back in order to resend them. In...

Created 12 Oct 23:32

Therabill / Billing

0 Future Consideration
1 Vote

Patient Statements

It would be helpful to generate a report of how many statements were ran in a certain batch/certain date with identifying patient information and when the patient was last sent a statement

Created 03 Sep 20:58

Therabill / Patient Statements

0 Future Consideration
5 Vote

Schedule by Month View Color Coding for Events vs. Patient Appointments

Be able to differentiate patient appointments from Events (holidays, Days off, meetings, etc) when viewing schedule on MONTH VIEW (not week view)

Created 11 Oct 23:14

Therabill / Usability

0 Future Consideration
10 Vote

Include patient refunds on ledger

Some patients need a ledger with all transactions, and refunds are not recorded on the ledger. It is best to have this centralized in one place instead of running separate reports.

Created 26 Aug 17:04

Therabill / Reporting

0 Future Consideration
6 Vote

seeing a client schedule with one click rather than having to go in file, edit, schedule, enter dates...easier/faster access would be nice

Clients constantly ask me to check their schedule, schedule them, etc. I have to go into their chart and take multiple steps to pull up list of scheduled appts. Would be nice to have faster access.

Created 18 Jul 13:39

Therabill / Usability

0 Future Consideration
17 Vote

Ability to scan directly into patient account

We find scanning and attaching referrals and other documents a time-consuming and cumbersome process since there is no way to do it directly into the patient chart, as many of us have done in other EHR systems.

Created 15 Jan 16:46

Therabill / Usability

1 Unlikely to Implement
16 Vote

Carrying over insurance corrections from WebPT

When an insurance is typed in WebPT with a typo, once it is corrected it makes a new insurance in therabill and you have to manually go in to remove the info that is incorrect. It would make more sense for this to be replaced rather than make a ne...

Created 05 Apr 21:05

Therabill / WebPT EMR Integration

0 Future Consideration

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