WebPT Ideas and Discovery

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Separate aging reports for Ins and patients

I'm not sure why this is NOT currently an option, but there should be separate aging reports for Insurance and Patients.  Collections will be much more efficient with this option.

  • Guest
  • May 21 2019
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  • Guest commented
    August 07, 2020 19:30

    I agree! I would love to have the aging charges feature on the new statements reflect the aging of the patient's portion of the bill.

  • Guest commented
    June 15, 2020 21:32

    This would be very beneficial to have the aging separated into a Patient and Insurance category. As you are working your aging, you would then know which amounts were patient portion and which were insurance. This helps track trends that may be at an insurance level.

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