Related Articles
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 ...
Missing Session Notes within the To-Do List
Navigate to the To-Do List tab in the menu bar and select the Missing Session Notes tab on the left-hand side. Then, click Add Note next to the desired appointment If the session should be marked missed, select . Then, make any necessary changes to ...