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!
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 | |
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 | |
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
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.