Related Articles
Hide Billing from Staff & Users
Full administrators can hide billing from specific staff and users. When ‘Can View Billing’ is not checked off, users will not have access to the billing and reporting pages, nor will they be able to edit appointments (rooms and services). These ...
Running Billing vs. Collected Reports
STEP 1: Click on the Reporting tab in the navigation bar and click on the Billing vs. Collected tab on the right-hand side. STEP 2: Select the desired parameters for your billing vs. collected report. Date Range Clinicians Type of Report STEP 3: ...
Exporting Billing
Step 1: Go to Billing from the main menu Step 2: Click on Export Billing to download it as a CSV file. Once exported, the CSV file includes the following: - Address - Office Number - Therapist - Client ID - Client Name - Date of Service (DOS) - CPT ...
Applying Write-offs
You can view billing by the individual client from within their client chart (Billing tab) or by selecting Billing on MBP's main page Once you have found the appointment you want to write off, you will select the Action tab ➡️ Apply Write-off From ...
Scheduling & Billing Guide for Neuropsych Testing
Please note: this template was developed based on our knowledge of how neuropsych evaluations are billed to most insurance companies (either for in-network claims or for out-of-network superbills). However, this is only to be used as a guide. We ...