SOAP 2.0

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To Do Pop Ups for PTs and Clerical Staff.

To Do Pop Ups for PTs and Clerical Staff would be great in the dashboard. These pop ups should be on the dashboard and looked up and cleaned up everyday. Example: A workcomp patient: Insurance calls and authorizes additional visits. We call the patient to schedule and the patient wants to wait until next week to call back and schedule. I want a popup on my dashboard of to-do's like therabill. This way I can keep track of my to-do and call the patient in a few days to schedule.

  • Guest
  • Mar 16 2022
  • Future Consideration
  • Mar 23, 2022

    Admin response

    Hello, and thanks for your feedback! To-do pop-ups are 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, it sounds like our Tasking feature could be leveraged to your advantage in this scenario. Here is a link with more details: https://help.emr.webpt.com/article/1989-tasking-getting-started

    If you have any further questions feel free to leave a comment or contact WebPT Support using support@webpt.com.

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