Addendum Added Alert

When an addendum is created in WebPT, you will receive a corresponding alert on your Dashboard, informing you that a session needs to be updated. An addendum completed in WebPT will not auto-update the session. The session will need to be updated manually. Here's a video that discusses how to edit a session.

Note: If an addendum was completed for a session that had been previously deleted, an Addendum Alert will still appear. The session will need to be manually re-entered into the system.

Addendum Worklist

1. In WebPT, create an addendum for a previously finalized note and select Finalize & Rebill Daily Note. The Finalize Daily Note button will not send the addendum to the application.
2. On the Dashboard, the Addendum Added alert will appear under Things To Do.
3. The Addendum Worklist will open. Use the Filter and DOS Range to view unworked or past addenda during a specified date range. Each addendum will list the:
   1. Patient Name
   2. Service Facility
   3. Primary Insurance
   4. DOS
   5. Date & Time of the addendum
4. Select the icon to edit the session.
5. Compare the addendum in WebPT to the session and make the corresponding edits.
6. Select Save & Done. You will be returned to the Addendum Worklist.
7. Archive the addendum by clicking the  icon.

Insurance Invoicing Area

In addition to the alert on the Dashboard, an icon will appear on the Insurance Invoicing screen.

1. Navigate to Billing > Bill Insurance and click Select Client. Any client that has an unworked addendum will have a  icon next to their name. 
2. After selecting a client, the same icon will appear next to the corresponding service lines. 
3. The session can be edited using the icon. However, the addendum icon will remain until it is archived using the Addendum Added alert on the Dashboard.