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)
When creating a new contact, we have the option to enter status as "lead" or "active". But once created, can we change the status? Is it a default change only when there is activity in the account?
Guest
Right now the status of a contact is calculated by the system each Sunday night. Here are the options:
Lead: This is the initial default status. Any contact created that has never referred a patient has the status of "Lead"
Active: The contact has sent at least one referral in the past 90 days
Inactive: The contact has sent at least one referral, but there have been no referrals in the past 90 days
Accounts have an additional status option:
Not Engaged: You can mark an account as "Not Engaged" meaning you are going to stop working with the account.
WebPT may use your submission for any purpose without obligation or restriction of any kind.
WebPT Terms and Conditions WebPT Privacy Policy