Page 141 - R2P Front Desk Manual v1
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Uploading EOBs/Insurance Payments to WebPT
Insurance companies mail Explanation of Benefits (EOBs) and payments for patients to the
clinic, all of which must be uploaded to WebPT for the billing company to review and post. Each
payment received must also be documented in the respective patient’s Chart Notes for record.
1. Scan EOB/payment documents to computer and save in Downloads named “Insurance
Log (date stamp DD.MM.YY)”
a. For larger batches of documents, you may scan in as Insurance Log 1, Insurance
Log 2, etc. along with date stamp per batch.
2. In WebPT in the Tools sidebar, click External Documents.
3. Browse to upload file. Name will be “Insurance Log DD.MM.YY.” Save Document.
4. After a log has been added to External Documents, each insurance payment must be
detailed in a Chart Note for the respective patient. The note should include the
following:
a. Name of insurance company from which payment was received
b. Covered dates of service
c. Amount paid
d. Check number
e. Date of Insurance Log where the original copy can be found for reference
For example: “CareFirst Payment for DOS 7/1 & 7/3, $112.87, check #005387, scanned
in Insurance Log 07.08.19”
Last Update: 7/11/19
