đź“Ł We have moved! All of the most up-to-date information on WebPT Products can be found in its new home on WebPT Discover.

Provider Restrictions

You can restrict a single provider or group of providers using the Provider Restrictions functionality. This is one method that prevents non-credentialed providers (i.e. New Hires, New Graduates) from signing off on notes for insurance when their credentials have not been approved through the insurance payer (i.e. provider credentialed). This restriction forces the note to be forwarded to a supervising provider for co-signature.    

Note: This feature is only available in SOAP 2.0

Alternatively, you may choose to set up a Provider Claim Hold in WebPT Billing until the provider has received the insurance payer credentials necessary to bill the insurance.

Add Provider Restrictions to Providers

To use the Provider Restrictions feature you must have User Manager permissions (View Users and Edit Users) as well as Insurance Admin permissions to use this feature. Click here for more information on User Permissions.

Access Provider or Provider Group Restrictions

  1. To Add Provider Restrictions to a provider, click User Manager from the Company drop-down.

  2. Click the Adjust Provider Restrictions link to the right of the User Search.

  3. Click Add Provider or Add Provider Group at the bottom of the Provider Restrictions window.

Restrict Single Providers

  1. Click Add Provider.

  2. Then use the Company Provider search to find the Provider you want to restrict.

  3. Next, select the checkbox for each Insurance (payer) that should be restricted for this provider from the Insurance list. You can use Select All to include all insurances in the list.
    Note: Using Select All will not restrict providers from finalizing documentation for the Self Pay insurance added by WebPT.
  4. Click Save in the upper right corner to apply the Provider Restrictions. This will require the provider to forward notes for a co-signature.

    Click here, for the Forward/Cosign Note Workflow in SOAP 2.0.

Restrict A Group of Providers

You can create a Provider Group for newly hired providers or to group providers not credentialed with certain insurance payers.

  1. Click Add Provider Group.

  2. A Provider Group Name is required, enter the name of the provider group (i.e. New Hires, BCBS Out of Network).
  3. Click the Company Providers drop-down or search for and select each of the providers to include in the group restrictions.

  4. Then use the Insurance list to select or search for the insurance payers you want to restrict access to for the group. You can use Select All to restrict a group of providers from finalizing notes for all insurance payers or a narrowed selection of insurance payers as pictured below.

    Note: Using Select All will not restrict providers from finalizing documentation for the Self Pay insurance added by WebPT.
  5. Click Save to apply the Provider Restrictions. This will require the provider to forward notes for a co-signature.

     Click here, for the Forward/Cosign Note Workflow in SOAP 2.0

Edit, Update or Remove Provider Restrictions from a restricted Provider

Once credentials are obtained through the Insurance payer you can remove the restriction from a single provider or edit a group of providers to allow the provider to sign off on notes for the insurance payer.  If provider restrictions are assigned to a provider through group and individual restrictions, the restrictions need to be removed under each category in order to completely remove the restrictions.

  1. Whether you need to edit a single provider or group of providers you can use the search option or select the provider or group from the populated list located below the Non-credentialed Provider or Provider Groups search.

    1. For single providers use the Non-Credentialed Provider search to search and select the non-credentialed Provider.
    2. For Provider Groups use the Provider Groups search to search and select the non-credentialed Provider.
  2. To edit the Non-Credentialed Provider or Provider Group hover over the provider name or provider group name and select the pencil icon to open the Insurance Payer restriction list.

    Note: If the single provider or group no longer has any restricted Insurance Payers you may click  Delete to remove the provider restrictions from all Insurance Payers. In the event, you mistakenly remove the provider restrictions for a provider, click Undo.
  3. Uncheck any Insurance (Payers) the Provider has obtained a credentialed provider status.

  4. Click Save in the upper right corner to update the Provider status in the EMR. 
  5. Once you’ve removed Insurance (payer) restrictions on a provider the provider can finalize notes for these payers.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.