WebPT Ideas and Discovery

This portal is to capture your great ideas and improvements to our WebPT solutions!
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Access Client Statement from account

It's a pain when you are in a client account and want to look at the client balance statement.  You have to leave one to get to the other.  When a parent calls in and wants information about their account  and then wants to pay it's 2 different screens.  As well as when you call a parent about the account you have to pull their account to get contact information then more to the Billing tab to get to their statement.  It would be so nice to have a quick link to it from the account. 

  • Guest
  • Sep 5 2018
  • Future Consideration
  • Sep 5, 2018

    Admin response

    Thank you for submitting your idea! We will consider this for our patient statement improvements! 

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