SOAP 2.0

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Transfer of information from case to case when needing to perform placeholder IE

In WebPT 1.0 you can transfer information from cases of the same patient. For instance, if the patient's insurance changes then when you create a placeholder IE most of the information can transfer over and you only have to input the diagnosis codes. This was a great benefit but now on 2.0 I have to manually go in a recopy my IE for the placeholder.

  • Guest
  • Oct 19 2021
  • Future Consideration
Other
  • Nov 16, 2021

    Admin response

    Hello, and thanks for your feedback! This is a feature that we don’t currently have in the works, but plan to add in the future. I'll link this idea to that feature so we can make sure to let you know when 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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  • Guest commented
    November 23, 2021 18:36

    We have patients who change insurance often. This is a NIGHTMARE in webpt 2.0, as we have to manually copy paste all info from previous eval/treatment notes in to a new placeholder eval, AFTER we have had to manually re-type everything to make a new case. In Revflow, we could clone a case and just continue treatment as normal. This causes significant increased time on admins and therapists, and is not an efficient process.

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