WebPT Ideas and Discovery

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Add copay from the client profile to be visible when applying EOBs and Client payments

It would be very helpful to see the client copay as listed in their profile record when applying payments so we can what we thought the copay was vs. what the insurance is returning. Or if the client pays a different sum, we know how much the copay should be per session. We collect the copay based on what is entered in the copay field of the profile but if the EOB pays something different we update the profile info (i.e. if OOP max is met) but there is no way to know what the copay field shows vs what's on the EOB unless it is displayed when you go to enter the payment. Thank you for considering this suggestion.

  • Guest
  • Jan 23 2019
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