Master Your WebPT Software and Improve Your Practice Experience
From upgraded custom report grouping to improved accessibility features in Therabill, here is everything you need to know about this month's platform updates. We’ve also rounded up a few step-by-step guides for handling Medicare eBV setups and resolving common error messages.
Want cleaner data in fewer clicks?
Rick Olivas from WebPT demonstrates how to customize your reports by grouping column headers. Learn how to effortlessly organize your data by documenting therapist or service dates to spot trends and compare performance—all without messing up your existing setups. Ready for a deeper dive? Check out our Analytics Getting Started course in WebPT University!
Therabill Accessibility Enhancements
We’ve improved accessibility across Therabill to create a smoother experience for keyboard-only patients. Updates include improved tab navigation, clearer VoiceOver labels, and better access to controls across the Scheduling, Messaging, Account, and Login pages—making key workflows easier to navigate and interact with.
Portal Username Added to Reach and HEP Patient Chart
Patients who have connected their records to a Strivehub Patient Portal account will now have their portal username displayed in both Reach and HEP patient portals. This update helps staff quickly locate account information when assisting patients with login support or forgotten credentials.
eDocs Fix: Protected File Extensions
We’ve resolved an issue where file extensions could be altered during a rename, causing file errors. Moving forward, file extensions are locked and protected automatically. Users can still update the document name as usual while the original file type remains protected by selecting the text before the period.
Clinical Integrations & Provider Data Improvements
We expanded Online Scheduling integration updates to include provider discipline information (such as PT, OT, and SLP), helping connected systems better identify provider roles and maintain more consistent provider data. We also improved the Limber Health integration by speeding up patient case link access, improving reliability, and ensuring provider updates from WebPT EMR automatically stay current.
Password Management & Security Enhancements
We removed the clinic-level Password Expiration setting from EMR Clinic Settings. This change eliminates a setting that will no longer control password expiration behavior and helps simplify password management as we prepare for a future transition to centralized authentication through Auth0.
This update applies only to members who use WebPT EMR’s built-in authentication. Members who authenticate through their own identity provider are not impacted.
Performance & Workflow Improvements
We delivered a series of platform enhancements to improve reliability, usability, and data accuracy across WebPT. These updates improve session handling, strengthen document workflows, enhance Smart Text and Flowsheet functionality, and resolve issues affecting reporting, claims, and administrative processes.
Why am I seeing “The NPI is not enrolled and/or attested with CMS?”
The CMS federal mandate required a "digital handshake" between healthcare providers and their third-party eligibility vendors. Providers must manually authorize their respective WebPT or Insight eligibility verification partner within their Medicare Administrative Contractor (MAC) portal.
Check out our Discover article: Medicare Attestation Requirement for WebPT EMR
If you receive the Rejected Error "NPI is not enrolled/attested with CMS. Please complete CMS EDI enrollment and attestation process or try with another NPI" after completing the new CMS mandated "digital handshake", ensure the NPI used in the eBV request was included in the attestation.
Any NPI used to request benefits should have a completed attestation on file. This includes both the Group NPI and the individual Provider NPI(s). If the Group NPI was registered, select Yes with the Use Group NPI.
If the NPI on the request was included in the attestation and the rejected error is still populating, contact Support.
If the attestation was not completed for the affected NPI, an AO or DO will need to log in to the organization’s specific Medicare Administrative Contractor (MAC) portal (e.g., Palmetto, Novitas, NGS, CGS) to complete the attestation.
Although the portal submission takes only minutes, it often takes up to 5 business days for your Medicare Administrative Contractor (MAC) to fully process and activate the connection. Allow time for the MAC system to process the attestation. Once completed, eligibility checks will continue to function normally within the WebPT EMR.
Check out our Discover article: INS Verification Report
Why am I Missing the Option to use Group NPI When Verifying Benefits? (eBV)
Once the Electronic Benefits Verification (eBV) feature is enabled, a Clinic Admin will need to add the group NPI under Clinic Settings, or the option of "Use Group NPI" will not appear when trying to Save and Verify Benefits.
1. Go to Clinic Settings.
2. Enter Group NPI for Electronic Benefit Verification.
3. Save Settings.
Then when an attempt to Save and Verify Benefits for a patient is made the Use Group NPI is visible.
Check out our Discover article: eBV: Getting Started
