WebPT Ideas and Discovery

Patient statements only reflect payments received the last 30 days.  This is deceiving for the client as there is nothing to show them every payment they have made.  Yes, they can see payments posted for the client under pending insurance and invoice balance but they can not quickly match their payments to the clinic with their checkbook/credit card receipt/manual receipt we provide them for each transaction.  The patient needs to be able to quickly and easily identify the payments they made to coincide with what their records show.  We are likely going to turn off the 30 day payment option until solved as it is raises too many unanswered questions for the patient than it is worth.