Billing | WebPT Ideas and Discovery

User roles – Customer / Practice Admin WebPT Integration – Needs Access to Charges/ Procedure Code

When Members login to R4 User Type Customer Role Practice Admin WebPT Integration they have access to ( Reports / Constant Reports / Procedure Code List Practice Admin needs access too When same user Type logs into Billing they do not have access ...

charge audit summary Grouped By

While in the Charge Audit Summary page we want the gray banner like Payment balancing page where you can use the drag and drop filter columns (grouped by). We use this page to train on how to balalnce visits. This would be very useful now that Ana...

Hawaii Excise Tax report

Please update the "State Excise tax process, Hawaii" report to run off the new "Apply Excise tax" flag on the insurance class constant and the flags from the clinic info screen ( Excise tax percentage and Excise tax procedure) Insurance class flag...

Ability to search specifically by payer IDs in the auto adjust rebill screen.

It would be helpful to have the ability to put in an electronic payer ID in the auto adjust rebill screen. There are various fields to search by but payer ID is currently not one of them. This can assist in narrowing down searches or to more accur...

Reserve Roles - Report access in WebPT Billing

For R6, the Follow-up Activity report, Payment Code & Payment Search pages need to be added to the roles listed below; and any other RevServe roles these permission should be active for. Practice Admin Practice Admin Billing Practice Admin Web...

Created 10 Sep 22:46

Billing / Usability

0 Full Release

WebPT Ideas and Discovery

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Filter by status

Filter by category

Financial and Month End Reports availability

Add the ability to have multiple member fee schedules

Add ERA Release Date to Manually Posted Batch Payments Batch#

Be able to print an EOB for just one patient instead of the entire EOB

Patient Statement Listing - Front Office WebPT Integration

User roles – Customer / Practice Admin WebPT Integration – Needs Access to Charges/ Procedure Code

charge audit summary Grouped By

Hawaii Excise Tax report

Ability to search specifically by payer IDs in the auto adjust rebill screen.

Reserve Roles - Report access in WebPT Billing

Filter by status

Filter by category

Identify yourself with your email address

Financial and Month End Reports availability

Add the ability to have multiple member fee schedules

Add ERA Release Date to Manually Posted Batch Payments Batch#

Be able to print an EOB for just one patient instead of the entire EOB

Patient Statement Listing - Front Office WebPT Integration

User roles – Customer / Practice Admin WebPT Integration – Needs Access to Charges/ Procedure Code

charge audit summary Grouped By

Hawaii Excise Tax report

Ability to search specifically by payer IDs in the auto adjust rebill screen.

Reserve Roles - Report access in WebPT Billing