Claims Center
Managing Offline Payments
Recording Payments Not Collected Through MBP Managing finances efficiently is crucial for every practice, especially when it comes to accurately recording offline payments. This article will guide you through the necessary steps to record payments ...
Client Preferred Name (Formerly Nickname)
Now, professionals can add client preferred name within the Client Overview tab of the client's chart. Like Nickname, preferred name can replace the first and last name in the client portal and on the professional’s main calendar.
Insurance Automation Options
Users can choose to automate many insurance processes by navigating to Settings - Account Settings - Practice Settings - Insurance. Auto File Claims: when enabled claims will be submitted automatically once all necessary items are complete (note, ...
Preventing Specific CPT Codes from Generating Insurance Claims
Within the CPT code settings, you can now indicate whether you want the system to prevent the creation of a claim encounter for any appointment with that code pulled through. Step 1: Navigate to Account Settings - Codes & Metrics. Step 2: Select Add ...
New Options for Insurance Auto-Posting
You can now enable Auto-Update Patient Responsibility within your Practice Settings to have the system automatically adjust the amount listed as the copay for the clients’ appointments based on the patient responsibility indicated on the ERA ...
How to Ensure all Claims Generate in the Claim Center (Effective Date on Insurance Plan)
Step 1: Navigate to the clients chart and select the claim center tab. Step 2: Select Actions->Update Insurance Plan. Then, change the plan's effective date back to the date you want claims to start generating.
Secondary Insurance
Step 1: Navigate to the client’s Claim Center tab in their chart. Then, select Add Insurance Plan. Step 2: Once you have added all of the necessary insurance information, check off Secondary and then, select Add Insurance Plan. The letter 'S' will ...
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 ...
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 ...
Setting Up the Claims Center
STEP 1: Adding providers to the Claims Center Navigate to Settings from the main menu then click Claims Center. Go to Providers & Payers tab and click on the Add Provider and/or Create Organization button(s). Add Provider - A pop-up box will then ...