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.

Looking for Month End reports? Click here to jump to that section now!

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
Reports > Audit Reports Payment Balancing Payments Payment Balancing
Reports > Audit Reports Payment Balancing (Full access) Payments
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
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
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
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
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

Important: The Charge & Payment and Accounts Receivable reports are updated every two hours. Your Month-End reports will batch overnight once a month after the month-end process is completed. Additionally, the KPI Dashboard updates nightly.
RevFlow WebPT Billing/Analytics                                                                          
Menu  Page Menu Page
Reports > Monthend Reports          Dashboard Aging by POS N/A Analytics > Month End > Clinic Aging Summary
Analytics > Month End > Accounts Receivable
Reports > Monthend Reports Dashboard Associated Payments by DOS N/A Analytics > Month End > Associated Payments
Reports > Monthend Reports Dashboard InsClass Aging by Current Insurance N/A Analytics > Month End > Insurance Class Aging Summary
Analytics > Month End > Insurance Class Aging Details
Reports > Monthend Reports Dashboard Insurance Class Aging Minus Liens and Credits N/A Analytics > Month End > Insurance Class Aging Minus Liens and Credits
Reports > Monthend Reports Dashboard Paid Claims by Financial Class by Visit N/A Analytics > Month End > Paid Claims by Visit
Reports > Monthend Reports Insurance Class Breakdown by POS N/A Analytics > Month End > Insurance Class Breakdown
Reports > Monthend Reports MGMT Report Card N/A Analytics > Month End > Management Report Card
Reports > Monthend Reports Monthly Stats by POS N/A Analytics > Month End > Month End Trends
Reports > Monthend Reports Payments Breakdown by POS N/A Analytics > Month End > Payments Breakdown
Reports > Monthend Reports Place of Service Breakdown by POS N/A Analytics > Month End > Clinic Breakdown
Reports > Monthend Reports Provider Breakdown by POS N/A Analytics > Month End > Provider Breakdown
MGMT Monthend Reports
All MGMT Monthend Reports N/A Analytics > Month End > Accounts Receivable
Management Paid Claims By Financial Class By Charge N/A Analytics > Month End > Paid Claims by Visit

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.