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Reach Standard: Patients

Patient Integration

Your entire patient list is automatically synced from the EMR, bringing over demographic and contact information to populate each patient page. All updates made to patient information, including email addresses must be done in the EMR. You cannot manually add email addresses or patients in Reach Standard.

To get the most out of Reach, be sure to enter an email address for each patient in the EMR. To add an email address, navigate to the patient chart. In the Contact Info section, use the Add Contact link to include an email address in the patient record. This information will automatically flow into Reach.

Page Overview

Search for a patient via the Find a Patient bar to pull up their individual patient page.

This page contains information specific to the patient, including demographics pulled from WebPT and recent email communications. You can review patient responses and filter by NPS® or Email by clicking on the associated tabs.

You can also use this page to opt out the patient from receiving emails. This is all or nothing, you cannot pick and choose which email campaigns the patient will receive once they’ve been opted-out. Please note that if a patient unsubscribes using the link in a campaign email they received, they will automatically be opted out from all future communication, regardless of campaign type. This also includes HEP email notifications, if your clinic uses WebPT’s paid HEP product. If you opt the patient out, or if the patient unsubscribes, they will also not receive any HEP-related alerts including new care plans created.

Frequently Asked Questions

Can I see how many patients do not have email addresses on file?

You can look at the Email Collection percent in Engagement Dashboard. This number indicates the percentage of patients in WebPT who have email addresses recorded. For example, 85% email collection indicates that you have email addresses for 85 out of every 100 patients.

How do I stop a patient from receiving emails?

If you have a patient that does not want to participate, or who you think won’t be a good fit for an email campaign, simply navigate to the patient in Reach and toggle off their email contact option.

  1. Locate the patient in the Find Patient search bar. Click their name to open their page.
  2. Scroll to the bottom of the left column. Toggle Contact Options to OFF.
  3. This will ensure the patient does not receive any campaign emails from your clinic.
  4. Remember, patients can also unsubscribe themselves, using the Unsubscribe link in any email they receive from you via Reach Standard.
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