BAA, Terms of Service, and Privacy Policies
When you sign up for a free trial with MBP, you are prompted to read over our BAA, Terms of Service, and Privacy Policies. By checking the box and signing up for a free trial, you are agreeing to the terms set forth in these documents.
You can find our BAA, Terms of Services, Privacy Policies below:
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Onboarding Worksheet
Please complete the attached onboarding worksheet prior to meeting with one of our onboarding specialists. If you would like to bulk-upload clients, please see the following Client Import Template for further instructions: Client Import Template
Comprehensive Onboarding Packet
CONFIGURE GENERAL ACCOUNT SETTINGS STEP 1: Navigate to the ACCOUNT SETTINGS section. Click on the Settings dropdown within the menu bar and select “Account Settings” STEP 2: Add your practice logo! This will be seen by your staff upon logging into My ...
Designing Custom Surveys
STEP 1: Navigate to the SURVEYS & PACKETS tab within the Account Settings section. STEP 2: Customize the pre-made consent form/intake questionnaire templates to reflect your practice’s details and needs by clicking on the Survey name. NOTE: If you ...
Adding/Editing CPT Codes
STEP 1: Navigate to the CODES & METRICS tab within the Account Settings section. STEP 2: Review the default codes (picture below) to see which ones need to be adjusted and/or added for your practice. STEP 3: You can edit the current codes to have ...
Editing & Resubmitting Denied Claims
To edit a denied claim select Actions ➡️ Resubmit Claim. Then, select Yes on the confirmation pop-up. Now, your claim will move to the Pending Claims tab where you can select the date of service to edit any appointment details. Once you have made all ...