BAA, Terms of Service, and Privacy Policies

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

    • Editing & Resubmitting Claims - Denied, processing, etc.

      Claims with a status of processing, completed or, denied are not editable and will read 'Insurance Claim Exists: Editing and deletion functionalities are currently disabled.' To edit and resubmit a claim (processing or completed), the claim must ...

    • Creating Client or Staff Groups

      STEP 1: Navigate to the GROUPS tab within the Account Settings section. STEP 2: Click on the +Add New Group button. STEP 3: Complete the fields within the Name & Description tab. Display group appointments on all staff calendars = appointment will ...

    • 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 ...