Page 14 - R2P Front Desk Manual v1

Monitoring the WebPT Dashboard

In the WebPT dashboard under “At a Glance” in the top right corner, there are several items
listed that are to be monitored by the Clinic Coordinators:

Incomplete Physician Records: Displays any physicians with missing required information
● Click “Edit” or on the Physician’s name and then click “Edit Physician Profile”
● Look up and fill in the remaining required fields and hit “Edit Physician” at the bottom to
save

Incomplete Insurance Records: Displays any insurance carrier with missing required
information
● Click “Edit” or on the name of Insurance Carrier
● Look up and fill in the remaining required “Details” fields
● Under “Settings” you MUST check the boxes to select Apply Therapy Modifiers and
Apply CCI Edits
● Click “Edit Insurance” at the bottom under Settings to save
● **Any time a new insurance carrier is added, an email should be sent to Christine with
WebPT at christine.bink@webpt.com to review the carrier before attaching it to a
patient’s case**

Fax Alerts: Displays Fax Log Report and failed fax attempts
● Under Report Details, adjust the Start Date to January 1st

Last Update: 7/9/19