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WebPT

On Going Maintenance
    The below steps are to be taken to maintain the interface after all initial exports and imports are done and the interface is "live."

    If New Patients need to be added after the WebPT interface has been turned on, add them into WebPT only:
    • All New Patient demographics should be added and modified in WebPT once the interface is "live."
      • Note: When the patient demographic is updated within WebPT, only the Patient tab within the Patient section of CMD will be updated. The Insured information within the Insurance tab will only be updated once a new encounter has been sent over from WebPT.
    If New Payers need to be added after the WebPT interface has been turned on, add them into CollaborateMD first, then into WebPT:
    • All New Payers should be added into CMD first
    • The CMD Sequence Number should be copied from the New Payer and added into WebPT in the Alternate ID field (within WebPT's Payer section. 
    • See the Payer Help Page for more information
    If New Facility(s) need to be added after the WebPT interface has been turned on, add them into CollaborateMD first, then into WebPT:
    • All New Facility(s) should be added into CMD first. 
    • The CMD Sequence Number from the New Facility(s) should be copied down and provided to WebPT over the phone so that the New Facility(s) can be added
    • In addition, you will need to add the CMD Sequence Number in the Alternate ID field (within WebPT's Facility section.)
    • See the Facility Help Page for more information
    If New Referring Providers need to be added after the WebPT interface has been turned on, add them into CollaborateMD first, then into WebPT:
    • All New Referring Providers are to be added into both CollaborateMD and WebPT
    • While the order it is performed does not matter, it is required that the Provider NPI's match.
    • See the Referring Help Page for more information
    If New Providers need to be added after the WebPT interface has been turned on, add them into CollaborateMD first, then into WebPT:
    • All New Providers are to be added into both CollaborateMD and WebPT
    • The CollaborateMD sequence number should be copied from the new provider and added into the WebPT Alternate ID field (with WebPT's Payer section). 
    • It is required that the Provider NPI's match in both systems.
    • See the Provider Help Page for more information
    CMS -1450 Institutional Claims (UB-04)

    Revenue Codes

    If New CPT/HCPCS Codes need to be added after the WebPT interface has been turned on, add them into CollaborateMD. If you choose to default the Revenue code in the CPT/HCPCS code, you will need to: 
    • Go to the Codes section under the Billing & Procedure tab
    • Click on the Show All button to see your personal code list
    • Select the desired code
    • Enter the Revenue code in the Rev Code field under the Defaults area 
    • Click on the Save button
    If New Providers need to be added after the WebPT interface has been turned on, add them into CollaborateMD. To default the Revenue code in the Provider section
    • You must first set the Revenue Code default in the Defaults tab of the System section
    • Next, go to the Provider section
    • Click on the Show All button to see a listing of your providers.
    • Select your Provider, enter the Revenue Code in the Revenue Code field in the Claim Defaults area
    • Click on the Save button
    See Provider Defaults for more information. 

    Should you have any questions regarding the necessary ongoing maintenance, please Contact Us or WebPT for further assistance.