WebPT Ideas and Discovery

We do not have integrated payments with WebPT. I had to refund a patient and was told to delete it in WebPT. Here's what I did instead of deleting it: I edited the payment being refunded as $0.00 and made a note in the description of the amount (for that DOS), the date and check number being sent to the patient. This allows the patient's WebPT payment screen to show a payment HAD been made for a DOS (with transaction date), as well as documentation of when it was refunded and how.

I then "Ignored" the payment updates for those payments in TheraBill, which left the payments on the patient's account, rather than changing it to Zero (which it wasn't yet). Then I entered the patient's refund information into Therabill. I went to go print up a "zero'd" statement to send to the patient with the check and was surprised that the Refund I just entered in Therabill did not show on the patient's Ledger Statement (or other statement). I think for accuracy and transparency, this should be corrected in Therabill and that any patient refund or write off should be recorded as such in the patient account.

Therabill is the financial billing system that will need to produce financial records in regards to patient accounts and should document all transactions. If an attorney, insurance company, or patient who claims they weren't refunded should want an accurate record, Therabill is not currently providing that level of accuracy. Hopefully this is an easy suggestion to implement, as I believe the great majority of users would appreciate it.

Thanks for listening!