WebPT EMR +Therabill Knowledge Base
New Features
- 2025 New Year FAQ
- Therabill Building Block Sessions
- 2025 Release Notes
- Past Release Notes: Pre-2023
- Change Healthcare Electronic Payer
- WebPT EMR Integration: Case Name
Therabill Account Health
- Healthcheck: Therabill + WebPT EMR | Balancing Visits
- Healthcheck: Electronic Claim Errors (EDI Rejections)
- Healthcheck: Electronic Remittance Advice (ERA)
- Healthcheck: Patient Accounts Receivable
- Healthcheck: Expiring or Ending Authorizations
- Healthcheck: Payment Updates in WebPT Detected
Onboarding
- Therabill | Billing Checklist
- Therabill Onboarding Agenda
- Therabill Ideal Setup
- WebPT + Therabill Best Practices
- WebPT + Therabill Workflow Guides
- Common Billing Terms
Setup
- Service Location Rooms
- Single Sign-On (SSO) with WebPT
- Setup: Admin Tab
- Service Facilities: Setup and WebPT Integration
- Setup: Providers Tab
- Credentialing Alerts
Administrative
- User Accounts
- Change Your Password
- Things To Do - Dashboard Alerts
- Edit Service Code Description
- CPT Code Swap
- Session Buckets
Integration
Clients
- Client Identifier
- Self Pay Clients
- Check Eligibility & Benefits
- Attach a File to a Client or Session
- Delete or Inactivate a Client
- Tertiary Insurance
Sessions
- Session Class
- Add a Session/Charge
- Delete/Cancel a Session
- Why Can't I Delete a Service Line on a Session?
- Addendum Added Alert
- Update Diagnoses Fields: Integrated VS. Standalone
Authorizations
EDI, ERA, and EFT
- Electronic Claims (EDI) & Remittance Advice (ERA) Overview
- EDI & ERA Enrollment Process
- Electronic Claim Errors
- ERA Payment Posting
- Humana Portal: Availity Payer Spaces ERA Enrollments
- ERA: Could Not Match To Client or Session Not Found
Insurance Billing
- How to Create an Electronic Claim
- How to Create a Print & Mail Claim
- Batch Primary Insurance Claims
- Batch Print Primary Claims
- Cancel/Delete a Claim
- Billing a Secondary Insurance
CMS-1500 Claim Form Instructions
- CMS-1500 Claim Form
- Box 1 - Plan Type
- Box 1a - Insured's I.D. Number
- Box 2 - Patient's Name
- Box 3 - Patient's Birth Date, Sex
- Box 4 - Insured's Name
EDI (837) Files
- How to Read an EDI (837) File - Overview
- 837 vs CMS-1500: Inclusion Rules
- Secondary Payer Format
- Loop 2000A - Billing Provider
- Loop 2000B - Subscriber
- Loop 2300 - Claim Information
Payments
- How to Search Payments
- Payment and Adjustment Actions
- Manual Payment Entry Methods
- Single Session - Payment Entry
- Client Portal Payments
- COB Batch Ins - Payment Entry
Client Billing
- Client Balance Statement
- Session Missing - Client Balance Statement
- Account Balance Write-Off
- Settings - Client Balance Statement
- Collections Workflow
- Agency Billing
Client Portal
Credit Card Processing
- Worldpay - Account Setup and Device Overview
- FAQ - Worldpay - Novera and Club Automation
- Worldpay - Credit Card Processing
- Receipt of Credit Card Transaction
- Refund/Void Credit Card Transactions
- Remove Credit Card on File for Client
Reports
- Top 5 Reports
- Snapshot Reports
- Indicators Reports
- Productivity Reports
- Billing Reports
- Balances/AR Reports
Tips, Tricks, & Past Releases
- Quick Tips
- Most Common Issues and How to Troubleshoot
- Find: Client Record #, Session ID, and Application Claim ID
- How Do I Clear My Browser's Cache, Cookies and History?
- Suggestion Portal
- Minimize Windows