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Task the WebPT RCM Team

This article is exclusively for WebPT RCM Members and is currently in Limited Release to a select group of Members and will be gradually rolled out over the following weeks. For self-service, please see Tasking Overview.


Keep track of individual to-do items for internal processes and administrative actions related to a patient or your organization in a HIPAA-secure, easily audited place with Tasking! 

In Tasking, all of the correspondence for a given patient can be linked to the patient’s chart in the EMR. This provides:

  • A practice-wide audit trail of open and completed tasks
  • No more need to email WebPT directly, just task the WebPT RCM Group in-app (Only for non-self service Members)
  • Easily and confidently share PHI within the secure environment
  • Minimize delays in processing claims. 

Tasking WebPT RCM

The ability to assign a task to an RCM group is available exclusively for Members who use RCM services (RevServe and/or RevEquip).

No more endless email threads-- use Tasking to assign tasks to the WebPT RCM team directly.

  1. To start, click the Add Task button at the top right of the Tasking dashboard.
  2. Select your Organization and task Type from the required drop-down menus in the Task side-panel.  If these fields are appropriately populated already, move right to Step 3 (Task Name).
  3. Name the task in the Task Name field.
  4. Next to the Assign to field, select Group to choose the RCM Team as a task’s assignee (name of RCM group may vary slightly)
  5. Next, click within the Due Date field and use the calendar date picker to choose the task’s due date.
    Note: Dates that have already passed may not be selected as the Due Date.

  6. Select the current state of the task in the Status field.
    Note: The default status is set to Not Started.

  7. Select the urgency of the task in the Priority field.
  8. Provide any pertinent details related to the task in the Description field.
  9. Add any relevant tags from the Add Tags field to be able to filter this type of request in the future. Select the tag or tags from the drop-down menu by clicking the check box.
    Note: Task Tags are the replacement for Task Type leveraged in RevFlow tasking

Patient Linking

Connect a patient record in the EMR to a task by following the steps below.

  1. After completing the other task information above, click Link Patient.
  2. The patient search bar will open at the top of the screen. Begin the search by typing the patient’s name, and click on the name you want to link to once you see it.
  3. You will then see the patient linked to the task on the task’s side panel.
  4. Click Save to save the task, and the patient will be linked to the task.
Once saved, this task has been assigned to the WebPT RCM team. Turnaround times will vary based on organization, please contact your RCM Member Manager to confirm your timeline.
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