Master Your WebPT Software and Improve Your Practice Experience
Streamline patient engagement, see exciting WebPT Local upgrades designed to grow your practice, and check out a faster, more efficient way to manage patient referrals.
Take Online Scheduling to the next level with Reach Patient Engagement! Update your scheduling link in Reach through your Company Settings. Simply scroll down to your Scheduling Link field. Watch this video from Success Manager Natalie Downes walk you through the process. You can also find instructions on our Discover site.
Easily access help articles and videos with new Analytics tooltips, view Medicare Threshold data dating back to 2023, and experience faster report exporting. Check out our monthly release notes video for more!
We’ve rolled out powerful new tools to help you attract more patients and grow your practice. With improved Search Engine Optimization (SEO), broader online visibility, AI-powered review and listing automation, upgraded reputation management, and advanced social media tools, standing out from the competition has never been easier.
If you haven’t reconnected your accounts since March 28, please follow these steps to take advantage of these new features. Couldn't attend our live demo on April 1st? Watch the recording here!
Handling patient referrals just got easier. Now, key details from Direct Secure Messages (DSM) automatically populate, so you no longer need to open attachments or manually transfer information.
Plus, you can now create new patient records directly from your workflow within our Tasking dashboard, no screen switching required! Just review the referral details and add the patient record in a few clicks. The new record links automatically to the referral, keeping everything organized and easy to access.
From WebPT Basics to advanced Workflow Accelerators, our Office Hours offers a diverse range of webinars with live Q&A to meet your needs. Choose the sessions that are right for you and get expert guidance. Explore our upcoming schedule and register today!
WorldPay Integrated Payments:
Payments made through WebPT EMR with WorldPay can be transferred between cases for the same patient by submitting a Support Hub ticket. WorldPay payments cannot be moved between patients, so you’ll need to refund the original payment and reprocess it under the correct patient as needed and notify the patient. Check out our Discover article here for a step-by-step guide on how to refund payments.
Payment Was Manually Recorded Workflow:
For payments that were manually recorded in WebPT EMR, to move the payment, you’ll want to delete the incorrect payment and recreate it in the correct case.
Please note: Only users with the permission “Edit/Delete Patient Transactions” can delete, edit, and refund payments as needed.
This alert populates as Medicare requires a billable evaluative note every 10 visits as mentioned in our Discover article here. If you just finalized a billable evaluation note and the alert continues to persist, please try to do an addendum on the note and finalize to see if that does the trick. If the issue continues to persist, please create a Support Hub ticket and we’d be happy to investigate further.
Users with Admin Access to the Reach platform can make updates to the Reach Company and Facility Information (including demographics, branding, and logo updates) as needed. Check out our Discover Article here for step-by-step instructions on how to update Company and Facility settings and information, respectively.
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