RevFlow to WebPT Billing Crosswalk

The following tables contain the original RevFlow page location and the new WebPT Billing or Analytics location. Tip: Use Ctrl + F (Windows) or Command + F to search the crosswalk and quickly find what you're looking for.

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Note: Some of these pages are only available to a certain service level (RevEquip, RevServe, or Self-Service) and/or to a certain user type.

Daily Pages and Reports

RevFlow		WebPT Billing/Analytics
Menu	Page	Menu	Page
Patient Information	Patient Search	Patient	Patient Search
Patient Information	Add Patients	Patient	Add Patient
Charge	Add Charges	Charges	Add Charges
Charge	View Charges	Charges	View Charges
Charge	Charge-Case Transfer	Charges	Charge-Case Transfer
Charge	Charge Audit	Charges	Charge Audit
Charge	Charge Review	Charges	Charge Review
Charge	Release Claim Delay	Billing	Release Claim Delay
Claim	Billing Register	Billing	Billing Register
Claim	Claim Indicator	Billing	Claim Indicator
Claim	Demand Claims	Billing	Demand Claims
Claim	Demanded Claims Report	Billing	Billing Register
Payment	Add Payments	Payments	Batch Payments
Payment	Add Group Payments	Payments	Batch Payments
Payment	Add Adjustments	Payments	Batch Adjustments
Payment	Add Group Adjustments	Payments	Batch Adjustments
Payment	Batch Payments	Payments	Batch Payments
Payment	Unassigned Payments	Payments	Unassigned Payments
Payment	Add/Edit Payer Rules	Payments	Add/Edit Payer Rules
Payment	Edit Payment	Payments	Edit Payments
Payment	Error Corrections	Payments	Error Corrections
Payment	Payment Multiple Entry	Payments	Batch Payments
Payment	Release ERA	Payments	Release 835s
e-EOB	Eob Clinic Summary	Payments	835 Company Summary
e-EOB	Search by Check Number	Payments	Payment Search
e-EOB	Open Zero Payments	Denial Management	Open Zero Payments
e-EOB	Search by Account Number	Payments	Payment Search
e-EOB	Released EOBs Report	Payments	Released 835s
Reports > Accrual Reports	Accrual Reports	N/A	Coming Soon - Click here to request report.
Aging Reports	Clinic Aging, InsClass A/R by Cur Ins	Reports	Aging Summary
Reports > Audit Reports	Account Notes	Reports	Account Notes
Reports > Audit Reports	Associated Payments by DOS	Reports	Associated Payments by DOS
Reports > Audit Reports	Charge Audit Summary	Charges	Charge Audit Summary
Reports > Audit Reports	Charge Audit Detail Summary	Charges	Charge Audit Summary
Reports > Audit Reports	Charge Claim Delay Summary	Billing	Delayed Claims
Reports > Audit Reports	Integration Rejection Summary	Reports	Billing Exceptions
Reports > Audit Reports	Payment Audit Summary	Payments	Payment Audit Summary
Reports > Audit Reports	Payment Audit Summary (Full Access)	Payments	Payment Audit Summary - Full Access
Reports > Audit Reports	Payment Balancing	Payments	Payment Balancing
Reports > Audit Reports	Payment Balancing (Full access)	Payments	Payment Balancing - Full Access
Reports > Audit Reports	Payment Tracking Summary	Payments	Payment Tracking Summary
Reports > Audit Reports	Removed Charges	Reports	Billing Exceptions
Reports > Audit Reports	WebPT Integration Rejection Summary	Reports	Billing Exceptions
Reports > Constants Reports	Adjustment Code List	Payments	Adjustment Code
Reports > Constants Reports	Payment Code List	Payments	Payment Code
Reports > Constants Reports	Diagnosis Code List	Admin	Diagnoses
Reports > Constants Reports	Insurance Class List	Admin	Insurance Classes
Reports > Constants Reports	Insurance Code List	Admin	Insurances
Reports > Constants Reports	Payer ID List	Billing	Payers
Reports > Constants Reports	Procedure Code List	Charges	Procedure Codes
Reports > Constants Reports	Provider List	Admin	Provider Credentialing List
Reports > Constants Reports	Referring Physician List	Admin	Referring Physicians
Reports > My Activity Reports	Payments	Payments	My Payment Activity
Reports > My Activity Reports	Patient Notes	Reports	Account Notes
Reports > My Activity Reports	Patients	Patient	My Patient Activity
Reports > Patient Reports	Account Status Notes	AR Follow-up	Follow-up Activity Report
Reports > Patient Reports	Account with Credit Balances	AR Follow-up	Credit Balances
Reports > Patient Reports	Authorization Tracking	Patient	Authorization Tracking
Reports > Patient Reports	Accounts with patient balance due and insurance credit balance	AR Follow-up	Patient Balances with Insurance Credits
Reports > Patient Reports	No Patient Statement Listing	Billing	No Patient Statement Listing
Reports > Patient Reports	Patient Credits Report	AR Follow-up	Patient Credits Report
Reports > Patient Reports	Patient List in Collections	AR Follow-up	Patients in Collections
Reports > Patient Reports	Patient Statement Listing	Billing	Patient Statement Listing
Reports > Patient Reports	Patient Balances Due	AR Follow-up	Patient Balances
Reports > Practice & Location	Adjustments by Location	Reports	Adjustments by Location
Reports > Practice & Location	CPT Code Charge Report	Reports	CPT Code Charge Report
Reports > Practice & Location	Insurance Class Summary	Reports	Insurance Class Summary
Reports > Practice & Location	Monthly Transaction Summary	Reports	Monthly Transaction Summary
Reports > Practice & Location	Minnesota Care Tax	Reports	Minnesota Care Tax
Reports > Practice & Location	Paid Claims By Financial Class By Visit	Reports	Paid Claims by Financial Class by Visit
Reports > Practice & Location	Paid CPT Code Report	Reports	Paid CPT Code
Reports > Practice & Location	Patient Visits By Date Range	N/A	Analytics > Visits > Patient Case Status
Reports > Practice & Location	Payments By Location	Reports	Payments by Location
Reports > Practice & Location	Payment/Adjustment Summary	Reports	Payment/Adjustment Summary
Reports > Practice & Location	Place of Service Summary	Reports	Location Summary
Reports > Practice & Location	Place of Service Summary Charge Stats	Reports	Location Summary Charge Stats
Reports > Practice & Location	Practice Transactions By Month	Reports	Practice Transactions by Month
Reports > Practice & Location	OTC Supply Report by Patient	Reports	OTC Supplies by Patient
Reports > Practice & Location	Referring Physician Summary	Reports	Referring Physician Summary
Reports > Practice & Location	Distributed Payments	Reports	Distributed Payments
Reports > Provider Reports	Provider Summary	Reports	Provider Summary
Reports > Provider Reports	Provider Charge Report	Reports	Provider Charge Report
Reports > Trend Analysis Reports	Monthly Charges Per Visit	N/A	Coming Soon - Click here to request report.
Reports > Trend Analysis Reports	Monthly Visits	N/A	Analytics > Visits KPI
Reports > Trend Analysis Reports	Forecast summary	Reports	Summary and Forecast
Reports > Trend Analysis Reports	Timed Untimed by Insurance Class	Reports	Timed Untimed by Insurance Class
Management	Account Balance	AR Follow-up	Account Balance
Management > CSR	Account Without Payment and Without Status Note	AR Follow-up	Account Without Payment and Without Action Note
Management > CSR	CSR Activity Report	AR Follow-up	Follow-up Activity Report
Management > CSR	Cross Clinic Key Metrics	Reports	Cross Clinic Key Metrics
Management > CSR	Collections With Adjustments	AR Follow-up	Coming Soon - Click here to request report.
Management	EOB Sys Payment Search	Payments	Payment Search
Management > Global Reports	WebPT Cross Clinic Stats	Reports	Cross-Company Summary
Management > Global Reports	Payment Productivity	Payments	Payment Productivity
Management	INSOVER Payment Summary	Payments	Insurance Overpayment Summary
Admin > Constants Setup	Referring Physician	Admin	Referring Physicians
Admin > Constants Setup	Diagnosis Code	Admin	Diagnoses
Admin > Constants Setup	Procedure Code	Charges	Procedure Codes
Admin > Constants Setup	Special Program	Admin	Coming Soon - Click here to request report.
Admin > Constants Setup	Referring Type	Admin	Referral Types
Admin > Constants Setup	Referral Source	Admin	Referral Sources
Admin > Constants Setup	Payer Alerts	Admin	Payer Alerts
Admin > Constants Setup	Medical Group	Admin	Medical Groups
Admin > User Setup	Users	Admin	User

Month End

RevFlow		WebPT Billing
Menu	Page	Menu	Page
Reports > Monthend Reports	Dashboard Aging by POS	Month End Reports	Month End: Aging by Location
Reports > Monthend Reports	Dashboard Associated Payments by DOS	Month End Reports	Associated Payments by Date of Service
Reports > Monthend Reports	Dashboard InsClass Aging by Current Insurance	Month End Reports	Month End: Insurance Class Aging by Current Insurance
Reports > Monthend Reports	Dashboard Insurance Class Aging Minus Liens and Credits	Month End Reports	Month End: Insurance Class Aging Minus Liens and Credits
Reports > Monthend Reports	Dashboard Paid Claims by Financial Class by Visit	Month End Reports	Month End: Paid Claims by Financial Class by Visit
Reports > Monthend Reports	Insurance Class Breakdown by POS	Month End Reports	Month End: Insurance Class Breakdown by Location
Reports > Monthend Reports	MGMT Report Card	Month End Reports	Month End: Management Report Card
Reports > Monthend Reports	Monthly Stats by POS	Month End Reports	Monthly Statistics by Location
Reports > Monthend Reports	Payments Breakdown by POS	Month End Reports	Month End: Payments Breakdown by Location
Reports > Monthend Reports	Place of Service Breakdown by POS	Month End Reports	Month End: Location Breakdown
Reports > Monthend Reports	Provider Breakdown by POS	Month End Reports	Month End: Provider Breakdown by Location
Dashboard > Aging Report	Clinic Aging	Month End Reports	Month End: Clinic Aging
Management > Monthend Reports	Paid Claims By Financial Class By Charge	Month End Reports	Month End: Paid Claims by Insurance Class by Charge
Management > CSR	Collections with Adjustments	Month End Reports	Month End: Monthly Collections with Adjustments

Note: These reports are a static snapshot of your billing data taken when the month was closed. They were captured after all Month End procedures were completed in WebPT Billing. Any changes will be reflected in the next month's data.