Exported Charges Report

This report is to show charges that are being exported to another system to be billed. Roles that will have access to this new WebPT Billing report are:

  • BMS Admin Full Rights
  • Partner Admin
  • Partner, Case and Payment Poster
  • Practice Admin
  1. Open the Reports menu and select Exported Charges.
  2. Enter your Search Criteria.
  3. Complete the required fields to generate the report.
    1. The Location field is defaulted to all locations. Use the location drop-down menu to select a specific location.
    2. Narrow your search results by selecting a Status type and/or Patient. Otherwise, you can leave these fields set to all.
    3. You must select a Start and End Date for the Transmission Date Range.
  4. Once the required and desired search criteria information is complete, click Search.
  5. Once the search results display, use the scroll bar to view additional columns to the right.
    Note:  With this report, you have the ability to drill down, sort, and filter information to get to the key metrics that are important. To review how, click here.
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