In yesterday’s post, I explained how much the Product Development team relies on the Idea Portal to help us make decisions about what we should build next. One of the ideas we gleaned from the portal was to create a mechanism that would allow therapists to easily verify that they completed all of their notes for the day—a patient note to-do list, if you will. This is crucial because therapists must complete notes in order to submit the associated claims for payment. Here are some of the actual requests for this feature that we received via the Ideal Portal:

“Our clinic suggests that appointments on the schedule change color once the therapist has closed the note or evaluation. This would provide a quick guide on whether evals are ready to be logged and faxed…”

“I would love to see my patient slots change color once I have completed a note. This would be a quick way to scan to be sure all notes for the day are completed before leaving.”

“It would be nice if there was some quick way of knowing when a note was completed. For example, if there was a column on the agenda section that said “note completed or not completed” that would be a quick, easy way to show if we were missing documentation for that date of service.”

So, how does an idea like this get developed? Here’s the basic rundown of what we do when we create a new feature based on Idea Portal feedback:

  1. We reach out to Members who have submitted or commented on an idea to better understand the “what” and “why” behind their requests.
  2. We create a design mockup to help us map out the entire workflow of how the feature should function within the application.
  3. The design mockup goes through a rigorous feedback process in which we gather input from WebPT Members and internal staff.
  4. Work begins. Our developers start coding the new feature as well as performing quality assurance and testing.
  5. After we’ve finished testing, we prepare to release the item. This starts with notifying the Members who requested the feature of its release date.
  6. We do a full launch of the new feature, making it available to all WebPT Members.  
  7. After launch, we continue to collect feedback, updating the functionality as necessary to ensure optimal usability.

Returning to the example of the note status idea, the end result was introducing colored icons to the Agenda portion of the WebPT dashboard. The color of each icon—green, yellow, or red—indicates the status of a particular patient’s note. We also added a birthday cake icon to indicate a patient’s birthday.

Although this particular update was smaller in scope than many of the other items we launched in 2014, we’ve continued to receive positive feedback about it—even months after the launch. Here are just a couple examples of Member reactions to this enhancement:

“The status icons have made it so much easier to see if I’ve completed all my notes for the day!”

“Every morning when I log into WebPT, I know exactly what I need to do that day.”


We love getting feedback like this. All of us at WebPT take great pride in helping improve the lives of our Members. Is there a particular feature we launched this year that has made your life easier? We’d love to hear about it! Share your thoughts in the comment section below.

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