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Patient Intake Checklist

Create a better PT patient intake process with WebPT's free patient intake checklist, and increase patient satisfaction in your clinic.

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They say first impressions last a lifetime—and your intake process is no exception. It’s the first step on patients’ journey to recovery—and their first impression of you. Not only does creating a great patient experience give each patient a positive impression of you—thus, resulting in better reviews and feedback—but it even improves outcomes by keeping the patient committed to their plan of care.

So, what are you waiting for? Fill out the form and start cultivating increased patient satisfaction in your clinic today!

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Awards

KLAS award logo for 2024 Best-in-KLAS Outpatient Therapy/Rehab
Best in KLAS  2024
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Leader Spring 2024
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Most Loved Workplace 2023
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Most Loved 2024
“The customer service is very good, simple, direct and to the point, without the ridiculous repeating and apologizing that is the norm for customer service these days.”
"Total package for your business with WebPT. "
"WebPT delivers. WebPT is an excellent EMR for a private PT practice."
"Hands down the best solution for your practice."
"WebPT offers a seamless solution to run our entire practice."
“The customer service is very good, simple, direct and to the point, without the ridiculous repeating and apologizing that is the norm for customer service these days.”
“Customer Support is TOP NOTCH! Questions are answered in a timely manner and most often issues are handled within a work day."
“Therapists typically are not receiving quality guidance in PT school regarding best practices in billing/coding efficiency. The Documentation Compliance audit scoring has been instrumental in driving change in the therapists’ documentation practices.”
“We have seen a high adoption rate of paying via text or email as patients want to pay after hours or want to handle it themselves… Once it’s set up, it’s automatic!”
“We essentially doubled our daily collections, and our cash collections have stayed at that level for the last seven months. We are still seeing patients pay sooner and with fewer questions. It really has enhanced our cash collections.”
“PatientPay has improved our payment per visit by $2.50. For tens of thousands of visits, it’s substantial”
"The staff and billing services through WebPT have been a peace of mind for our business. They are efficient and excellent communicators which reflects directly on the services I can then return to my patients. Having charges directly linked to our daily notes and charts is makes billing simple as a therapist. Nothing gets missed. I would recommend them to any clinic out there big or small. They will take care of you."
“I love WebPT... [WebPT] has made keeping track of payments so much easier. In fact, WebPT has nearly halved the number of collections I have to do.”
“Since signing on with WebPT Billing, we went from a deficit every month to a positive revenue flow and now over $21k a month in net income. AND no billing headaches."
"My billers have been four to eight times more efficient since switching to WebPT's billing."
“Therabill is magic. We had a biller come on with a lot of years of experience, and she just wouldn’t shut up about how much she liked Therabill—about how simple it was to submit claims, to follow up on them, and to keep track of them. Then [she] went on to brag about how quickly we were getting paid. It was a delight to hear, because my four previous experiences [with a billing software] were not like that. I wish I had just chosen Therabill right away. It’s been a breeze.”
"WebPT combined with Therabill has been a lifesaver for my business. Without the software programs in tandem, I would have been required to hire an office manager or administrative assistant. Instead, I am able to conduct therapy as well as manage the record keeping and billing all on my own without living at the office."
”WebPT/Therabill provides an affordable comprehensive integrated EMR and billing platform that is intuitive and easy to use and scalable as we grow or need to adjust due to unforeseen internal or external factors. We are able to quickly document visits submit billing and manage revenue cycle to keep cash flowing for our practice. We like how they continue to work to improve the system and roll out regular updates"
“Therabill is extremely efficient and easy to use. We are getting reimbursed much quicker than we expected to as a new practice. Most insurances are paying us within two or three weeks, and some claims have even been paid in as little as five days! We highly recommend WebPT and Therabill to anyone.”
“When therapists were announced as eligible for MIPS participants for 2019, it was a no-brainer for us… Why would we not just do it all in one system? Being able to consolidate patient engagement, education, and outcomes into one platform was a huge driver for us.”
“With the outcomes surveys, we’re getting real-time data about what our patients are experiencing, and then when they come back to the clinic for that next visit, they don’t have to try to remember what they did or how they felt.”
“The initial feedback from staff and patients is that they love WebPT Virtual Visits. It's much easier to use than the platform we were using before.”
"WebPT makes it easy to look up ICD-10 codes and utilizing the smart text increases efficiency in writing up evaluations. WebPT also ensures that the practitioner is adhering to Medicare requirements, which prevents denials. I've been using WebPT for 8 years and have been very happy with it."
"Our front office teams no longer have to prep, print, scan, and upload intake forms. This decreases waiting room time and gives patients more one-on-one time with the clinician. On average this saves our front desk 10–15 minutes per patient!”
"As an independently owned outpatient Physical Therapy office, Online Scheduling has streamlined the electronic onboarding process of patients and has increased the efficiency of our front office staff. We and our patients are thrilled.”
“Since starting Reach, we have seen a 20% growth in our patient numbers.”
“I have recommended the WebPT RCM Service and EMR to many physical therapists—and will continue to do so. I don’t have to micromanage WebPT like I had to with my previous RCM company, and I have fewer worries about getting paid.”
“Once we got WebPT set up, we saw economic improvements almost immediately. WebPT is on top of it with insurance policy and compliance changes, enabling us to spend more time implementing business-wide KPIs and processes to ensure we are capturing every dollar on the table.”
"DPI helps us focus on what matters most: our patients"
“We chose WebPT because they understand therapists. Unlike our old system, WebPT is actually designed for how we work, making documentation simpler and faster."
“It seems a lot more intimidating than it is. If you immerse yourself in it and play around with it for a few days, you’ll be up to speed in no time. You just have to give it a chance!”
"If they are thinking about becoming a Member of WebPT, just do it! You won't regret it!”
“Within the first two to three weeks, I’d come out of an evaluation and look at a coworker and say, wow, I’m 80% done with that evaluation, as opposed to if I got to 50% done with the previous charting, it felt good.”
" With WebPT, I can simply fax over a clear and concise summary of the patient's progress. This saves us a lot of time on phone calls and ensures everyone involved has the information they need to deliver the best possible care. It's fantastic!"
"WebPT has truly simplified our practice operations, ensuring smooth functioning and enhanced our efficiency."
“I have used several of the EMRs out there, and WebPT is my absolute favorite. If anyone is doubting using WebPT, they need to just take the plunge and go for it!”
“It makes it foolproof when you set up the chart. Every tab is there, all the information is there. You go from point A to point B to over to Z, and if you follow it like you should to enter all the information for the patient, then when it comes time to report, there shouldn’t be anything that is lacking if you have filled out everything,”
"We recognize the immense value in maximizing productivity, optimizing overhead through automated solutions, and enhancing patient satisfaction through WebPT. Considering that our investment accounts for less than 2% of our revenue, the returns we derive are truly outstanding."
"These automated solutions streamlined so much of our front office work that we only required a part-time front office employee for about four hours a week,”
“Insight is very user-friendly. It is more intuitive than other EMR platforms. Also, Insight integrates with other systems to make the patient and therapist experience much more cohesive.”
“Insight minimizes the complications of everything from Medicare to modifiers. It just allows us to focus on patient care.”
“Our PTs are on top of their notes now which is great. They're getting billing done the same day. We're actually able to bill out twice a day.”
“Having everything in one place has allowed us to look at how we treat patients and allowed us to provide better care.”
“Participate in MIPS with Keet? 100% yes! I mean, it’s insanity to participate without a QCDR and Keet is the best. I’ve talked to other peers in the area who have tried other registry options, and it was a mess. Everyone should get on board with Keet.”
“Our patients love Keet! It’s more user-friendly than our prior outcomes vendor, plus it helps them stay on their plan of care and keep connected with therapists.”
“Keet was our easy button. We took our patient experience to the next level by offering patient engagement and outcomes in one solution, enabling us to easily satisfy MIPS requirements, maximize our reimbursement potential, and compete for value-based contracts.”
“The HEP is great! It has tons of exercises…It’s quick and easy for our therapists and techs to find the perfect exercise.”
“When we do Google searches, all of our clinics now rank in slot number one or number two; that is a direct result of WebPT Reach.”
“When physical therapists were announced as eligible for MIPS participants for 2019, it was a no-brainer for us. We were already tracking outcomes in our clinics and had been using Keet to aid in our patient engagement strategy. That’s when we said goodbye to our existing outcomes vendor and realized, “Why would we not just do it all in one system?” Being able to consolidate patient engagement, education, and outcomes into one platform was a huge driver for us.”
“WebPT’s SOAP notes are perfect for any clinic looking to improve the efficiency of documentation to allow for better experience for both the therapist and the patient.”
“WebPT’s Digital Patient Intake has cut down on the time our front desk spends processing paperwork and reduced our carbon footprint. This decreases waiting room time and gives patients more one-on-one time with the clinician. On average this saves our front desk 10-15 minutes per patient!”
“WebPT Outcomes works great, and it helped me go back to insurance companies and renegotiate reimbursements.”
“WebPT Local has been instrumental to our patient marketing efforts. This powerful tool has helped us rank higher and show in search results more often.”
“WebPT Electronic Benefit Verification has allowed us to improve our workflows and save time. We are able to quickly determine a patient’s benefits with a click of a button, without logging into multiple applications or scanning documents. In today’s healthcare environment, time is money, and workflows need to be consistently improved. eBV takes care of those important steps.”
“The Scheduler has helped with the overall flow of patient care in the clinic, and the appointment reminders have definitely helped decrease no-shows.”
"I recently ordered a hi-lo table, and I could not have had a better experience. The WebPT Marketplace staff kept me updated on my order, including shipping date and delivery time…I’m very pleased. Another great perk of WebPT!"
“I love WebPT’s billing software. It’s so easy to use and has made keeping track of payments so much easier. In fact, WebPT has nearly halved the number of collections I have to do.”
“I chose WebPT RCM because it takes away the headaches. Not only is the team on top of industry compliance changes, but they also provide ample training and support. WebPT is part of our team; I trust them—they’re on our side and always there for me.”
“I am loving Analytics. It’s so easy to gather important data regarding cancellations, visits, open notes, and more. It is invaluable to us.”
“An important and timely addition to the digital health needs of every clinic is remote therapeutic monitoring (RTM). Not only can RTM technology support better communication with your patients, but it also can help improve patient adherence and outcomes.
“After a long non-stop day with 90 million things to document, I was almost at the end of my rope—until I remembered I can use InsightGO on my iPhone to dictate objectives and assessments. It literally took me about HALF the time! Since I always carry my iPhone to play my patients’ favorite songs during workouts, this makes my life so much easier.”
"Having this type of technology, I don’t feel the weight [of documentation]. I can be a lot more hands-on with my patients and not have to worry about documenting at eleven o’clock at night."
Jul 2024
"This last CMS audit was the first after starting on the PredictionHealth. We walked them through PredictionHealth and how we were using it to audit 100% of our notes, and they said, ‘Well it looks like you have everything covered,’ and they moved on!"
"Not only have our leads for appointment requests increased by 20%, but our conversion of these leads has been close to 90%! We have appreciated the constant updates in the system, the ability to use QR codes for scheduling, and seeing where all of our leads are coming from monthly in a detailed manner."