*This product is currently in Limited Release to a select group of Members and will be gradually rolled out over the following weeks.

Leverage Tasking to create, assign, and monitor action items for individual users or user groups. Tasking simplifies communication by providing a central location to manage tasks in support of your WebPT EMR and Billing processes.

To help you get started, we recommend starting with the following:


Access Tasking from WebPT Billing

Let’s review how to access Tasking from WebPT Billing. Tasking access requires a login via single sign-on from the WebPT EMR into WebPT Billing.

Important:  If you do not log into WebPT Billing via SSO, you will not have access to Tasking. 

  1. First, log into the WebPT EMR and select Billing from the Toolbar.
    1. If you have not yet set up your SSO with Billing, follow these steps. SSO required to use Tasking in the Billing application.
  2. Launch Tasking from the Task icon at the top of the screen. Alternatively, follow the instructions below to launch tasking from the patient header.
  3. Locate your patient using the Search for patient box.
  4. In the Patient Header, select the Tasking icon to add a new task for the patient. The number badge indicates the number of open tasks for the patient. 
  5. Tasking opens in a new window and contains all tasks associated with the patient. Tasks are listed in alphabetical order. In this example, the patient has one open task and one closed task.
  6. To create a new task for the patient, select Add Task.
  7. Enter the Task Details and click Save. To learn more about adding a new task, click here.

Tasking WebPT RCM

No more endless email threads-- use Tasking to assign tasks to the WebPT RCM team directly. To learn more about how to Task the RCM team, click here.

Note: The ability to assign a task to an RCM group is available exclusively for Members who use RCM services (RevServe and/or RevEquip).

For more information on tasking, please visit the WebPT EMR Community - Tasking or click the links below.

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