Anyone would be able to look at a patient and immediately see it is in collections. Once a patient is sent to collections and it is flag we need the option to NOT bill that patient as it is in collections.
Hello! Thank you for your suggestion. We will take a look at this!
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Please see the following articles:
https://therabill.zendesk.com/hc/en-us/articles/360035307331-Collections-Workflow
https://therabill.zendesk.com/hc/en-us/articles/360022649492-Exclude-a-Client-From-Batch-Statements
4 years later and we still don't have the capability to run a report strictly for collections. Why isn't this a priority? I've been combing through the ideas and have seen several, but there hasn't been even the slightest mention of it by Therabill.
Also be nice if it would not come up in outstanding AR.
When you edit a client's chart, you will see the Identifier field next to the Last name. Our clinic places COL into that field to designate that they are in collections. That identifier follows them throughout the application.
In general it would be nice to be able to exclude a patient from receiving statements for any number of reasons.
Also would be helpful to have billing address carry over to Therabill from WebPT for statements. Some patients have statements sent to parent or attorney.