WebPT Ideas and Discovery

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Client Payments

I think it would be helpful to have a quicker way to un-apply client payments. Clients do not understand the way the system applies any unapplied payment to an open balance, so when I go to send them a bill, it looks like they didn't pay on the last day; they did but it just applied to previous balances. Or make the statement have a column to show what was actually paid that day specifically. I get a lot of confusion and it's more work to constantly fix it.

  • Guest
  • Jul 11 2019
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  • Guest commented
    February 11, 2021 21:17

    I would like this feature as well. In addition it would be nice to take payments and apply it to the current DOS and then to have a feature where we could bill out to insurance without the client payments and WITHOUT unassigning the payments to have to re-assign them later. Its very hard for our billers as well as patients to follow.

  • Guest commented
    November 19, 2019 17:27

    100% agree with this, our practice is new to Therabill, and I cannot understand why a system would not allow payments to be applied to correct DOS.  We take pride in our statements being completely accurate and understandable for our patients.  The time it is taking to research were monies go/ or needed to go, is also taking time from the efficiency of the office every day duties.

  • Guest commented
    September 10, 2019 16:34

    OR PLEASE ALLOW US TO SELECT WHERE THE MONEY BEING APPLIED COMES FROM. TODAY'S PAYMENT SHOULD GO TOWARDS TODAY'S APPOINTMENT UNLESS IT IS MEANT FOR AN OLD APPOINTMENT. WE HAVE NO CONTROL OVER THIS.  IT'S LIKE PLAYING RUSSIAN ROULETTE... OH WHERE OH WHERE WILL THERABILL PULL THE MONEY FROM. 

  • Guest commented
    July 12, 2019 20:47

    You are so correct, Ashley.  How payments are applied makes no sense.  I have to keep WebPT open at the same time and verify EVERY payment in case a payment from one date is applied to the wrong date.  Wish they would fix.

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