SOAP 2.0

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Automatically renew insurance policy dates at the beginning of the year

I had around 800 insurances to re-verify at the beginning of the year this year, and it would be nice if WebPT automatically changed the policy dates to the next year (for anyone with a policy ending on 12/31). It would also be nice if the Medicare deductible amounts would automatically renew themselves for the new year.

  • Guest
  • Jan 7 2022
  • Future Consideration
Front Office
  • Jan 10, 2022

    Admin response

    Hello, and thanks for your feedback! Auto-updating insurance policy dates is a feature that we don’t currently have planned, but may consider in the future. We’ll make sure to let you know if this feature is delivered.

    In the meantime, if you have any further questions feel free to leave a comment or contact WebPT Support using support@webpt.com.

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