how to gerorate active patient report from webpt

by Gust VonRueden 5 min read

The Ultimate Guide to Using Reports in WebPT

10 hours ago  · As shown in the screenshot above, you can access the missed notes report under “Reports” on the left side of your WebPT dashboard. Here is what the report looks like (notice the “Missing” tag under “Doc Status”): 2. Claims Feed Report. If you bill through one of WebPT’s integrated billing services (e.g., Kareo, AdvancedMD, or CollaborateMD), you should be … >> Go To The Portal


GO TO  auth.webpt.com and log in.  In the top right corner, click in the white Search my Patients box, and type in your patient name (first or last), then click Search. Your patient should come up automatically.  If not, double click on their name on the list. First, make sure you are in the correct case for the patient (ST, OT, or PT).

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Why choose WebPT for Physical Therapy Software?

At WebPT, data security is always top-of-mind. We use the strongest levels of end-to-end encryption, so you can rest easy knowing patient information is on lock. See why WebPT is the most-trusted physical therapy software.

Who are the writers at WebPT?

Erica McDermott, MA, CNC, is a senior writer for WebPT. She holds a master’s degree in social science with an emphasis on cognitive psychology from the University of Chicago. Brooke Andrus is the content marketing manager at WebPT. She has seven years of experience in content marketing and in the rehab therapy technology industry.

How do I analyze my referral data in WebPT?

Using WebPT’s Referral Report, your clinic administrator can create a pie graph that displays your referral numbers by source. Here are two more ways you can analyze your referral data: The Referrals Analysis Grid allows you to quickly track referral sources for patient cases—organized by information such as diagnosis and visit information.

How do I adjust the data I See in the clinics?

You can adjust the data you see using the “View Clinics by…” dropdown menu in the header. Similar to how the report functions in the EMR, you can choose to view the data by transmission date (default) or by date of service.

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How to write a CTA?

The answer to this question depends on the message, but here are some general guidelines for writing effective CTAs (along with some examples): 1 To really grab your reader’s attention, use strong, compelling words. You’ll often see words like “start/stop,” “reserve,” “now,” “free,” and “download” in CTAs, because these terms either (a) elicit an emotional response, or (b) instill a sense of urgency. 2 To get patients “over the line,” consider offering something free (e.g., “Book a Free Consultation”). 3 If you’re trying to educate your audience about services they may not be familiar with, tease them with the promise of more information and no/low commitment (e.g., “Learn More”).

Do all 50 states allow direct access to therapists?

Instead of marketing directly to patients (like most first-line providers) and taking advantage of the fact that all 50 states now allow some form of direct access, therapists clamor for physician referrals like the Westeros aristocrats battle it out for the Iron Throne. (Maybe not quite like that—but you get the idea.)

Do patients leave reviews?

Patients are far more likely to leave a review when you ask. To make it even easier, provide them a direct link to wherever you’d like them to leave the review. If you’re concerned that a patient may not leave a review on your chosen platform, you can always give them alternative options. Just be sure to include a link!

Streamline the patient registration process

As soon as you have a new initial evaluation on the books, the patient will automatically receive an email and/or text with a user-friendly online intake form. That way, patients can complete necessary paperwork at their own convenience using their smartphone or virtually any Internet-enabled device.

Free up your front office staff and give clinicians a jump start

When you take your intake process digital, your front office staff can focus on greeting and assisting patients—not printing, scanning, or endlessly shredding paperwork. Digital Patient Intake integrates seamlessly with the WebPT EMR, so patient information flows directly into the corresponding chart.

Encrypted to keep patient data secure

At WebPT, data security is always top-of-mind. We use the strongest levels of end-to-end encryption, so you can rest easy knowing patient information is on lock.

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