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
- Batch Ins - Payment Entry
- Batch Client - Payment Entry
- Batch Agency - Payment Entry
- How to Edit a Payment or Adjustment
- How to Delete a Payment or Adjustment
- Payment Class
- How do I move a charge from one area to another?
- What is a Session Status and Session Action?
- Unassigning Client Payments
- Reassigning Client Payments
- Client Payment Receipt
- Posting an Insurance Refund
- Refunding Overpayments & Unassigned Client Payments
- Payment Updates in WebPT Detected
- Deposit Date - Batch Entry on Payments
- Post Date, Entered Date, & Assigned Date
- How do I enter Interest Received from an Insurance Company?