Cross-Company Summary
View monthly visits, charges, payments, and adjustments for all your companies in a quick roll-up view with the Cross-Company Summary report.
- Begin by clicking Reports, then Cross-Company Summary.
- Fill in each field and click Search.
- Report Charges By
- Posted Date: the date charges imported into WebPT Billing.
- Date of Service: the date when the patient was seen.
- Report Payments By
- Posted Date: the day the payment was posted in WebPT Billing.
- Deposit Date: the deposit date used when posting payments.
- Report Charges By
- The results will show each Parent Company that meets the criteria. Each of the Parent Company's Visits, Charges, Payments, and Adjustments will be listed as a lump sum, and then totaled at the bottom of the report.
- Drill down the report by clicking on the Parent Company or Place of Service Visits (POS Visits).
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Parent Company Drill Down: Once you click on the Parent Company the report will show a list of each Company Code and Company Name.
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Click on the Company Name to drill down into each location linked to that company. You can then see each individual Location Code, Location Name, Visits, Charges, Payments, and Adjustments.
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Place of Service Visits Drill Down: If you click on the POS Visits for a Parent Company, it will list each Company Code, Company Name, Location Code, Location Name, Visits, Charges, Payments, and Adjustments.
- Print or Export these lists for further review.