Create a Self Pay Case

If you ever need to charge a patient a cancelation or no-show fee, you will need to create a Self Pay case within WebPT Billing to post these charges.

  1. Navigate to the patient’s account.
  2. Using the top menu, select Cases. Alternatively, you can scroll down to the Cases section. 

  3. Click New Case.
  4. Enter all required Case Information, including Injury Type, Assignment Date, and Case Effective Date

  5. Next, add the Referring Physician, Location, Billing Provider, and Discipline

  6. Then, search for the Diagnosis code of SELF10 and select it from the drop-down list. 

  7. Lastly, open the Primary Insurance section and enter the following:
    • Insurance: SELF
    • Group Number: None
    • Policy Number: None
    • Under Subscriber Information, check the “Same as Patient” box. 
  8. Click Save.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.