Updated SOAP 1.0 Browser Page Titles

We removed full patient names from browser tab titles to protect patient privacy. Browser tabs now display a shortened, partial identifier (for example, "You/J" instead of "Young, Jane B.") on patient charts, SOAP notes, and chart note pages. This reduces PHI exposure in browser history and synced browser profiles.

Performance & Workflow Improvements

We’ve made several updates to help the platform run more smoothly and reliably for you. This month’s improvements include faster claims processing and reporting, updated security for passwords, more accurate scheduling, and better administrative controls. We also fixed technical issues to make managing your reports, forms, and patient documents easier than ever.

Unified Ledger in WebPT Billing

We've combined Ledger Full and Ledger Visit into a single, unified Ledger view. This consolidated interface gives billing teams faster access to all financial transactions in one place, with enhanced search, navigation, and customization capabilities.

• Group ledger activity by Charge or Visit for tailored analysis
• Customize and save column views for personalized workflows
• Improved Claim Log integration for better visibility into claim activity
• Enhanced search and navigation tools to locate specific transactions quickly

Learn More >>

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"As a new PTA, I was confident and comfortable using WebPT within my first week. The layout is intuitive, supports my clinical reasoning, and makes handoffs between PTs and PTAs seamless. The built-in billing guidance helps me code accurately without needing extra references, and I can complete my notes in 2–5 minutes."

‍Caden Luke, PTA
American Fork Physical Therapy

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What to do when you get the error: "Missing Plan of Care (POC) Dates & Date of visit is not included"

As part of Plan of Care (POC) workflow enhancements, it is essential that Medicare insurance type is selected before documentation is started on a patient. If an initial exam is started while the case is linked to a non-Medicare insurance and the insurance is later changed to Medicare before the note is completed and signed, the Plan of Care dates may not be properly recorded.

Option 1: Create a Progress Note Recertification

Create a Progress Note Recertification for the same date as the initial evaluation. This will help ensure continuity in documentation and resolve the issue with the missing POC dates.

Check the box for Medicare Recertification to indicate that this is a recertification note for Medicare.

Add the current Plan of Care dates to the progress note.

Select the “No Charge” box and finalize the documentation.

The missing POC dates will be properly accounted for without generating additional charges.

Option 2: No Charge and Recreate Documents in a New Case

No charge the documents in the current case. This ensures that no charges are applied to the incorrect documentation.

Create a new case and re-enter the necessary documentation. With the new case, ensure the correct Medicare insurance type is selected when the evaluation is started. 

It is critical that the Medicare insurance type is selected before starting any documentation. If changes to the insurance type are made after the documentation process has started, the Plan of Care dates may not be properly recorded.

Check out our Discover article: SOAP 2.0 Plans of Care