WebPT Ideas and Discovery

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Reserve Roles - Report access in WebPT Billing

For R6, the Follow-up Activity report, Payment Code & Payment Search pages need to be added to the roles listed below; and any other RevServe roles these permission should be active for.

  • Practice Admin

  • Practice Admin Billing

  • Practice Admin WebPT Integration

In R4, these roles do have access to these pages.

  1. AR Follow-up > Follow-up Activity report

  2. Payments > Payment Code

  3. Payments > Payment Search


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  • Sep 10 2021
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