WebPT+Therabill Knowledge Base
New Features
- July 2, 2020 - Release Notes
- WebPT EMR Integration: Case Name
- Claims Invoiced to Office Ally 9/1-9/4/2019
- Clearinghouse Upgrade
- Useful Blog Posts About Billing
- Remap Insurance Cards
Onboarding
- Therabill Ideal Setup
- WebPT + Therabill Best Practices
- WebPT to Therabill: Terminology
- WebPT Integrated Data
- WebPT Integrated Payments
- Common Billing Terms
Setup
- Service Location Rooms
- Setup: Admin Tab
- Service Facilities: Setup and WebPT Integration
- Setup: Providers Tab
- Credentialing Alerts
- Provider Groups
Integration
Administrative
- Suggestion Portal
- Things To Do - Dashboard Alerts
- User Accounts
- Change Your Password
- Alarms
- Session Buckets
Clients
- Client Identifier
- Self Pay Clients
- Quick Early Intervention Insurance Card
- Check Eligibility & Benefits
- Red Insurance Card - Missing Information
- Archive Insurance Cards
EDI, ERA, and EFT
- Electronic Claims (EDI) & Remittance Advice (ERA) Overview
- EDI & ERA Enrollment Guide
- EDI/ERA Enrollment FAQ
- Electronic Claim Errors
- ERA Payment Posting
- ERA: Could Not Match To Client or Session Not Found
Sessions
- Add a Session/Charge
- Why Can't I Delete a Service Line on a Session?
- Delete/Cancel a Session
- Session Class
- Addendum Added Alert
- Update Treatment Diagnosis Codes
Insurance Billing
- Batch Print Primary Claims
- Insurance Billing FAQ
- How to Create an Electronic Claim
- How to Create a Print & Mail Claim
- What is the Line Note on the Add/Edit Session Form?
- What Do I Enter as the Units on the Add/Edit Session Form?
Authorizations
CMS-1500 Claim Form Instructions
- CMS-1500 Claim Form
- Box 1 - Plan Type
- Box 1a - Insured's I.D. Number
- Box 2 - Patient's Name
- Box 3 - Patient's Birth Date, Sex
- Box 4 - Insured's Name
EDI (837) Files
- How to Read an EDI (837) File - Overview
- Loop 2000A - Billing Provider
- Loop 2000B - Subscriber
- Loop 2300 - Claim Information
- Loop 2400 - Service Line Information
- Secondary Payer Format
Client Billing
- Client Balance Statement
- Settings - Client Balance Statement
- Credit Card CVV - Client Balance Statement
- Exclude a Client From Batch Statements
- Client Rates
- Session Missing - Client Balance Statement
Client Portal
Payments
- How to Search Payments
- Payment and Adjustment Actions
- What is a Session Status and Session Action?
- Payment Class
- Manual Payment Entry Methods
- Single Session - Payment Entry
Credit Card Processing
- Credit Card Processing Setup
- USB Swiper - Credit Card
- Credit Card Processing in Therabill
- Receipt of Credit Card Transaction
- Refund/Void Credit Card Transactions
- Remove Credit Card on File for Client
Reports
- Snapshot Reports
- Top 5 Reports
- Indicators Reports
- Payment Reports
- Insurance Payments By Code Report
- Balances/AR Reports
Tips, Tricks, & Past Releases
- Single Sign-On (SSO) with WebPT
- Find: Client Record #, Session ID, and Application Claim ID
- How Do I Clear My Browser's Cache, Cookies, and History?
- Minimize Windows
- Using an iPad
- How to Take Screenshots of Your Browser's Console