Setup: Admin Tab (Standalone)

This article provides an overview and some general instructions for how to complete setup actions in the Admin tab. These instructions are designed for Members who are not integrated with the WebPT EMR. For integrated Member setup, click here. 

Add Billing Provider

Navigate to Admin > Member Info. The information that you enter under Member (Billing Provider) Information will, by default, populate Box 33 of the CMS-1500. You can add or edit this information by selecting the  button.

Important: The E-mail field should contain the Clinic/Company owner's email address. Using a generic or other employee's email can create HIPAA violations. If the employee ever leaves the company, they would have unrestricted access to change information within your account and even remove other's access.

Add Clinic Locations: Service Facility Setup

1. Navigate to Admin > Member Info.
2. At the bottom of the screen, locate the Service Facilities section.
3. Select Add Facility.                                 
4. Enter your clinic location's information as it should appear in Box 32 of the CMS-1500. 
5. Click Add Address. The new location will appear in your list of facilities. 

Add CPT Fee Schedule

Navigate to Admin > Defaults/Settings > CPT Fee Schedule. You will need to enter all of your charge amounts for the services that your clinic provides. When a Daily Note flows from WebPT, it will read your Fee Schedule to generate the charge amount. For more information, please see: CPT Fee Schedule.

Add User Accounts

User Accounts provide your billers and other staff a way to access the application. There is no cost associated with this feature, as you are charged based on Provider Licenses. For more information, please see: User Accounts.