Settings - Agency Balance Statement

There are several options you can select for your Agency Balance Statements to make them reflect as little or as much information as desired.

First, navigate to Billing > Bill Agency > Balance Statement and click the Settings button. A new window will appear. Let's break down each section of this window.

Basic Settings

Below are the recommended settings to ensure that all service lines show on a statement. If you ever want to provide a clearer statement that only shows lines with a balance, simply check the Balance Due box.

Show Tax ID: This will cause your Tax ID to generate on a statement.

Show NPI: This will populate your clinic NPI on the statement.

Session Length Units: WebPT Daily Notes are based on Units, so ensure this is also set to Units.

Do not show sessions...: If any service line has a 0.00 amount in a field that corresponds to a checked item in this list, that line will be hidden.

Hide Unassigned Pmts: If the agency has payments that have yet to be assigned to a service line, you can hide them from the statements.

Add Write Off to Adjustment Amount (Do Not Use): This feature is no longer available.

Remit Address

The street address of your clinic will be auto-populated into this section. There are 6 lines provided where you can add a phone number or even an email address.