BAA, Terms of Service, and Privacy Policies
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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
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 ...
Default Rates - Practice Level
Navigate to Settings - Account Settings. = Select the edit link under Practice Settings. Navigate to Default Rates. Now, choose the service(s) you want to default using the dropdown. Once completed, select Add. Then, add your default rate(s) and ...