Referrals: A case created due to an | WebPT Ideas and Discovery

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

Analytics / Referrals

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Guest commented

March 08, 2021 22:05

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

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