Failed Charges

This feature is currently in Limited Release to a select group of Members and will be gradually rolled out in the future.

The Failed Charges report is another tool you can use to identify claims that have failed to bill per preset rules. Reviewing this report should be part of your daily workflow to ensure claims go out clean.

Important: The following functionality is exclusive to Self-Service Members. If you are a RevEquip or RevServe Member the Updates team reviews and works these failures for you. If you have any questions please reach out to updates@webpt.com.

Navigating the Failed Charges Report

If you need instructions for working the Failed Charges report, including how to add a claim delay, please reference the Batch Updates article.

Navigate to the Billing menu and select Failed Charges.
Enter your search criteria and click Search.
1. The Company defaults to the company you’re currently logged into. Use the drop-down menu to select a different company, if applicable.
2. The Practice and Location both default to All Practices. Narrow your search results by selecting a Practice and/or Location. Otherwise, you can leave these fields set to All.
3. Run Number: The number assigned to the batch during the formatter run. The Run Number can then be used to search for claims within a batch.
Search results display below showing all charges that have failed to bill along with their Failure Reason. Click on the Charge Record ID to review the detailed failed charges reason.

Note: The Oldest Failure Date is the first date the charge failed.
After you’ve addressed the failed charges, check the box for all items you want to reprocess then click the Reprocess button.

Note : With this report, you have the ability to group, drill down, sort, and filter information to get to the key metrics that are important. To review how, click here.