In general, when you integrate your Therabill account to your WebPT account, all charges and patient information that comes over from WebPT will be linked to your main account information (billing provider and address). This article will give you instructions on how to link your separate facilities in WebPT to your facility addresses in Therabill. By doing this, you will have multiple integration keys (one for each facility address).
What is an integration key?
In general, an integration with third-party software works by sharing an integration key. This integration key is what connects your Therabill account with the third-party software (i.e. WebPT). All information (such as a new patient or a new charge) that comes over from WebPT includes an integration key. Therabill uses the integration key to know which account in Therabill the information should be posted to. With a regular integration, this will refer to your Therabill account.
For clinics with multiple facility addresses, you may want information (such as a new charge) to be linked to a specific facility address in Therabill. In order to do this, you will need to create a separate integration key for each of your addresses in Therabill. You will then give these integration keys to WebPT (let them know what facility they are associated with). Then, when the information comes over, Therabill can use the integration key to not only match it to your Therabill account, but also to match it to a specific facility address in Therabill.
If you need help with setting up multiple facility addresses in Therabill, please see: Setting up facility addresses.
How to integrate a WebPT facility with a service facility address.
Step 1: Integration your Therabill account with WebPT.
If you have not already done so, you must first create an integration key for your Therabill account with WebPT. This is a necessary first step. If you do not create this account integration key, then the items listed in step 3 of these instructions will not be available to you. For instructions on creating your integration key to link your Therabill account with WebPT, please see: Integrating Therabill and WebPT.
Step 2: Create your service facility addresses in Therabill.
If you have not already done so, you must first create your service facility addresses in Therabill. This can be done in your Member Information page in Therabill. For instructions on creating your service facility addresses, please see Service Facility Addresses in Therabill.
Step 3: Create an integration key for the specific facility addresses.
To set up the integration key that is specific to the facility addresses, put your mouse over Admin in the top navigation bar of Therabill and then click on Member Info in the drop-down menu. At the bottom of your Member Information page, you will see a section labeled Service Facilities (see image to the right). If you have followed the instructions for integrating your Therabill account with WebPT and you have already set up multiple service facility addresses, then you will see a WebPT Setup link associated with each of your facility addresses. For each of the facility addresses that you would like to create an integration key for, click the WebPT Setup link associated with that facility address in your list.
When you click the WebPT Setup link, an integration key form will open up. Please read the form in its entirety. Within this form, you will see an integration key. This is an integration key that you can give to WebPT to link a facility in WebPT to a facility address in Therabill.
IMPORTANT: This integration key is not set until you click the Start Integration button at the bottom of the form. If you close the form without clicking the Start Integration button, then the integration key that was displayed is no longer valid. You will need to click the WebPT Setup link again to create a new integration key.