WebPT Ideas and Discovery

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

https://help.billing.webpt.com/article/1936-revserve-revflow-to-webpt-billing-crosswalk