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Insurance Policy Tracking/Reporting

I would like to be able to run some kind of reporting to track the information entered at the insurance policy level for patients (such as policy start/end dates, visits available/used, etc.). Currently I use the authorizations function to track policy dates and visits.

  • Guest
  • Dec 28 2020
  • Full Release
Analytics / Other
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  • Guest commented
    September 01, 2023 15:46

    yes please!! i need this report on policy dates visit used compared to allowed

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  • Guest commented
    December 06, 2022 17:02

    This would be an incredible report. Manual processes are out the door, a report like this would be so efficient!


    Efficient would also be that WebPT could roll up all these common ideas with small votes into one.

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