Use record number to pull up patient | WebPT Ideas and Discovery

Use record number to pull up patient information when applying payments

When we received notification that a payment was posted through the patient portal, we are only given record number. But when I go to apply payments, I can only pull up the account by patient name. I then have to go to the client list, put in the record number to get the name then go to payments to apply it.

Guest
Oct 10 2019

Therabill / Billing

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Guest commented

May 15, 2020 18:26

This can also be seen under the claim number suggestion.

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Use record number to pull up patient information when applying payments

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