WebPT EMR Training Courses

This document lists all available EMR Onboarding courses available in the WebPT University. 

Click the name of each course to open the course in the WebPT University.

Table of Contents

New Members WebPT EMR Courses (SOAP 1.0)

WebPT EMR Onboarding Program (Learning Path)

This comprehensive onboarding program is designed to provide a complete understanding of WebPT EMR platform. Covering everything from setting up the EMR, provider documentation in WebPT, to completing EMR administrative work. The program consists of 3 courses, about 10 hours of coursework, and an optional Analytics software course.

  • WebPT EMR Setup Tasks Course: 1 hr
  • WebPT EMR Administrative Tasks Course: 4.5 hrs
  • WebPT EMR Provider Tasks Course: 3.75 hrs
  • Analytics 101 Course: 45 minutes

Learning Path Length - 10 hrs

Note: The learning path is not intended for Members who have specialized roles and only need to learn how to complete tasks specific to their role. These users should pick and choose their needed courses using the list below.

WebPT EMR Setup Tasks

This course is designed to help you get the WebPT EMR setup for your practice. This includes managing your clinic and company settings, adding users, and setting up your calendars and appointment reminders.

Course Length - 102 min
Audience - Clinic Administrative Members, Clinic Owners/Managers

  1. Introduction to the EMR (9 min)
  2. Multiple Tax IDs (Multi-Company Organizations) (3 min)R.
  3. Clinic & Company Settings (15 min)
  4. User Manager Overview (15 min)
  5. Add a New User (10 min)
  6. Manage Calendars (15 min)
  7. Adding Multiple Calendars (15 min)
  8. Scheduler Clinic Settings (10 min)
  9. Appointment Reminder Setup (10 min)
  10. Companion Guide and Knowledge Check Instructions 
  11. Setup Knowledge Check 

WebPT EMR Administrative User Tasks

Ready to learn about key administrative tasks? In this course, we'll cover adding patients, scheduling appointments, and collecting patient payments. We'll also provide information about adding insurances, referring physicians, and related contacts.

Course Length - 4.5 hrs
Audience - Clinic Administrative staff 

  1. Navigating the WebPT Dashboard (3 min)
  2. At a Glance Alerts (10 min)
  3. Updating Your User Profile (5 min)
  4. Add Calendars (10 min)
  5. Multiple Calendars (15 min)
  6. Administrative Overview Webinar (32 min)
  7. Insurance Manager (30 min)
  8. Physician Manager (15 min)
  9. Contact Manager (10 min)
  10. Add a Patient (30 min)
  11. Adding Authorizations (15 min)
  12. Adding Patient Prescriptions (10 min)
  13. eDoc (10 min)
  14. Patient Payments (30 min)
  15. Appointments and Payments (20 min)
  16. WebPT Workflow Guide (20 min)
  17. Companion Guide and Knowledge Check Instructions
  18. Administrative Knowledge Check

WebPT EMR Provider User Tasks

Providers, are you ready to document? In this course, we'll cover how to use the WebPT EMR from the therapist's perspective focusing on managing your calendar, documentation, and efficiency tools. 

Course Length - 3.75 hrs
Audience - Providers 

  1. Updating Your User Profile (5 min)
  2. Add Your Calendar (10 min)
  3. Navigating the WebPT Dashboard (2.5 min)
  4. Using the Agenda (10 min)
  5. Documentation Note Types (30 min)
  6. Custom IE Profiles (15 min)
  7. SmartText (15 min)
  8. Creating an Initial Evaluation (60 min)
  9. Flowsheets (15 min)
  10. Creating a Daily Note (30 min)
  11. Creating a Progress Note (2.5 min)
  12. Adding an Addendum (20 min)
  13. Discharging a Patient (1.5 min)
  14. Continuing Documentation on a Medicare Patient (5 min)
  15. Continuing Documentation on a Patient (Non-Medicare) (4 min)
  16. Companion Guide and Knowledge Check Instructions
  17. Companion Guide and Knowledge Check Instructions

New Members WebPT EMR & SOAP 2.0 Courses

WebPT EMR + SOAP 2.0 - Setup Tasks 

This course is designed to help you get the WebPT EMR setup for your practice. This includes managing your clinic and company settings, adding users, and setting up your calendars and appointment reminders. 

Course Length - 138 min
Audience - Clinic Administrative Members, Clinic Owners/Managers

  1. Introduction to the EMR and SOAP 2.0 (15 min)
  2. Multiple Tax IDs (Multi-Company Organizations) (3 min)
  3. Clinic & Company Settings (15 min)
  4. User Manager Overview (15 min)
  5. Add a New User (10 min)
  6. Manage Calendars (15 min)
  7. Adding Multiple Calendars (15 min)
  8. Scheduler Clinic Settings (10 min)
  9. Appointment Reminder Setup (10 min)
  10. Templates (15 min)
  11. Profiles (15 min)
  12. Companion Guide and Knowledge Check Instructions 
  13. Setup Knowledge Check 

WebPT EMR + SOAP 2.0 - Admin Tasks

 In this course, we'll cover adding patients, scheduling appointments, and collecting patient payments. We'll also provide information about adding insurances, referring physicians, and related contacts. The course features training for the new SOAP 2.0 documentation system.

Course Length - 4.45 hrs
Audience - Clinic Administrative staff 

  1. Navigating the WebPT Dashboard (2.5 min)
  2. At a Glance Alerts (10 min)
  3. Updating Your User Profile (5 min)
  4. Updating Your User Profile (10 min)
  5. Multiple Calendars (15 min)
  6. Administrative Overview Webinar (32 min)
  7. Insurance Manager (30 min)
  8. Physician Manager (15 min)
  9. Contact Manager (10 min)
  10. Add a Patient (30 min)
  11. Adding Authorizations (15 min)
  12. Adding Patient Prescriptions (10 min)
  13. eDoc (10 min)
  14. Patient Payments (30 min)
  15. Appointments and Payments (20 min)
  16. WebPT Workflow Guide (20 min)
  17. Companion Guide and Knowledge Check Instructions
  18. Admin Knowledge Check 

WebPT EMR + SOAP 2.0 - Provider Tasks

This course offers some quick tips to get you going. Feel free to exit the course any time, your progress will be saved and you’ll be able to pick up right where you left off.

Course Length - 162 min
Audience - Clinic Providers

  1. Updating Your User Profile (5 min)
  2. Add Your Calendar (10 min)
  3. Navigating the WebPT Dashboard (2.5 min)
  4. Using the Agenda (10 min)
  5. Patient Records Page (4 min)
  6. SOAP 2.0 Documentation Note Types (10 min)
  7. Initial Evaluation (30 min)
  8. Daily Note (10 min)
  9. Progress Note (15 min)
  10. Addendums (15 min)
  11. Converting Notes (15 min)
  12. Discharge Notes (15 min)
  13. Medicare Compliance in Documentation (5 min)
  14. Create Placeholder Evaluations to Continue Patient Documentation (15 min)
  15. Companion Guide and Knowledge Check Instructions
  16. Provider Knowledge Check

Current Members Upgrading to SOAP 2.0 Courses

These courses are designed for Members currently using SOAP 1.0 that are transitioning to SOAP 2.0. 

SOAP 2.0 Provider User Guide

Providers, are you ready to document? In this course, we'll cover how to use the WebPT EMR from the therapist's perspective focusing on managing your calendar, documentation using SOAP 2.0, and efficiency tools. 

Course Length - 3.2 hrs
Audience - Providers

  1. Welcome (8 min)
  2. Templates (20 min)
  3. Profiles (15 min)
  4. Patient Records (4 min)
  5. Patient Charts Alerts (20 min)
  6. Initial Evaluation (30 min)
  7. Fax and Print Notes (10 min)
  8. Daily Note (10 min)
  9. Progress Notes (15 min)
  10. Addendums (15 min)
  11. Converting Notes (15 min)
  12. Discharge Notes (15 min)
  13. Medicare Compliance in Documentation (5 min)
  14. Reports (10 min)

SOAP 2.0 Clerical User Guide

This course covers the SOAP 2.0 specific features related to administrative tasks within the WebPT EMR.

Course Length - 52 min
Audience - Clerical/Administrative Staff

  1. Welcome (8 min)
  2. Patient Records (4 min)
  3. Patient Charts Alerts (20 min)
  4. Fax and Print Notes (10 min)
  5. Reports (10 min)
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