WebPT Ideas and Discovery

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Hold billing

It would be helpful to have a "hold billing" option,  Example: one of my patient's ins. carriers has made an error in their system and are working on fixing and we must hold off on billing until issue is resolved. In the meantime, we will continue to treat patient. We just need to hold on billing out the  visits and while I know to not send out billing, other users on the account may not be aware. As of right now, I was advised the only way to do this, per webPT support is to " finalize & then not bill out in Therabill, however, when were ready to bill, we recommend adding an addendum & charges & then finalizing & rebilling. We would also not recommend not finalizing the notes because having multiple notes open at the same time on a patients chart can cause various problems with work flow and documentation.".That's too much to keep track of and worry about.  A Simple" Hold billing" button would do as I have seen in other billing systems.

  • Guest
  • Aug 15 2018
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  • Guest commented
    August 05, 2021 12:12

    Your suggestion would block all visits from all patients by all providers (if selected) for an insurance selected under that alert. I am asking for a feature that prevents one patient from being billed to insurance until an issue is cleared up for that individual. A simple check box in the client profile, with a space for a note for the hold reason. With the prevalence of utilization management, it is SO common to hold billing for a day or two while waiting for an auth & the syncing between WebPT & Therabill is so unreliable that the placeholder expired auths don't update in TB when changed in WebPT.


    Guest commented20 Sep, 2018 05:23pm

    I would suggest using the new Credentialing Alerts feature. Although your providers are credentialed, you can put this temporary alert on each provider to prevent those claims from being invoiced.

    https://therabill.zendesk.com/hc/en-us/articles/360004611911-Credentialing-Alerts

  • Guest commented
    June 29, 2021 20:38

    YES! Need this now. Sick of making fake expired auths. So many work arounds

  • Guest commented
    September 20, 2018 17:23

    I would suggest using the new Credentialing Alerts feature. Although your providers are credentialed, you can put this temporary alert on each provider to prevent those claims from being invoiced.

    https://therabill.zendesk.com/hc/en-us/articles/360004611911-Credentialing-Alerts

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