My Patient Activity Report

The My Patient Activity report allows you to view the patients created directly in WebPT Billing by individual user.

Let’s review how to access and filter the report.

1. Navigate to the Patient menu and select My Patient Activity.
   
2. Complete the required Search Criteria. You must select a From and Through date along with a User. Click Search. 
   
3. Results display below. 
   
4. You have the option to filter what displays in the list by clicking the filter icon next to the column header.
   
   Then, select the items you want to filter by and click Filter.
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5.  You can also change the order of the list  by descending or ascending order. To do this, click on the column header and it will change the order of the list.

   

6. Finally, you can export or print this report by clicking the appropriate button in the bottom right of the screen.