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)

7 Vote

Copy prior note

Other systems have a function to copy the prior note into a new note, this way only the current session info has to be updated and this saves a lot of time.

Created 26 May 15:51

Therabill / Other

0
5 Vote

Search By amount

I cannot believe we cannot search Therabill by a payment amount whether it is a client or insurance payment. Having to know the check number to search for a payer amount sometimes takes time to research. Being able to search by a total payment amo...

Created 24 May 02:26

Therabill / Payments

0 Planned
2 Vote

Option to switch between DOS's

Under client billing, when you have a client pulled up and select the pencil to the right of a DOS, it would be helpful to be able to switch between DOS without having to exit the window. So when the editing window is open, where you can view the ...

Created 21 Nov 20:54

Therabill / Usability

0 Future Consideration
1 Vote

Create ability to select default documentation by client

Clients who are always seen by telehealth can default to .95 session types; could this extend to always defaulting to a certain type of progress note. I am sick of mistakenly creating notes for TH sessions as though they are in person! Oops!

Created 22 May 00:02

Therabill / Usability

0 Future Consideration
2 Vote

Use colors for certain insurances.

It would be great if we could use different colors for insurance that needs an authorization the date they are seen. We have one insurance that won't let us get the auth the day after so we are sometimes writing charges off. It would also be nice ...

Created 20 Nov 15:12

Therabill / Authorizations

0 Future Consideration
3 Vote

upgrading ability to customize invoice appearance

We would like to be able to play around with the way the invoice looks to better fit the envelopes we have on hand. For example, I'd like to be able to move the logo to the top Left corner and potentially move the credit card payment box to the le...

Created 16 May 15:59

Therabill / Patient Statements

0 Unlikely to Implement
1 Vote

Cleaner AR reporting

The variety of AR reports offered by Therabill are helpful. However, each report is updated and always live, meaning for example, if I pull a Session Balance Breakdown report today, with a DOS range of March 1st - March 30th, and then pull this sa...

Created 20 May 19:14

Therabill / Reporting

0 Future Consideration
3 Vote

being able to flag a chart when looking at schedule

No description provided

Created 12 May 01:40

Therabill / Other

0 Future Consideration
7 Vote

Simple Notes Notification

The simple notes need to have a way to alert the provider / or front end -that there is a new simple note needing to be reviewed. OR the messaging platform needs to have a hyperlink to the patient file AND have a way to make the message a part of ...

Created 23 Apr 18:25

Therabill / Usability

0
5 Vote

Scheduling Reminders

There should be automatic reminders sent out to clients after an appointment is scheduled through email and/or text becuase currently I need to email clients separately through a HIPPA compliant Gmail Suite and use 2 separate emails.

Created 24 Apr 02:24

Therabill / Usability

1 Future Consideration

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