WebPT Ideas and Discovery

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Referrals: A case created due to an insurance change mid treatment should not be counted as a new referral

Best practice is to create a new case when a patient changes mid treatment (and a placeholder IE is finalized), however, these cases are being counted as a new referral and is affecting the referral conversion rate. Is there a way to filter these types of cases out, so they are not counted as a new case and will not affect conversion rate?

  • Guest
  • Feb 3 2021
  • Future Consideration
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  • Guest commented
    8 Mar, 2021 10:05pm

    Hello, and thanks for your feedback! This is a feature that we don’t currently have planned, but may consider in the future. We’ll make sure to let you know once this feature is delivered. In the meantime if you have any further questions feel free to leave a comment or contact WebPT Support using support@webpt.com.

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