Claims Center
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, ...
How to Sort Dianosis Codes
Users can now sort diagnosis codes within the Treatment Plan tab of the session note, or the client chart Diagnosis tab. **The first diagnosis code listed will appear on the 1500 claim forms for insurance reimbursement.
Merging Client Charts
** Before you merge the client charts, you'll need to make sure the client portal access has been removed from the profile that you're deleting. Then, in the new merged profile, you can add the client as a portal user with the same email address, and ...
How to Clone Client to Another Practice
When your username is associated with more than one practice, you can use the 'Clone To Another Practice' button to copy a client chart over to that practice. Cloning will create the chart in the practice including all demographic information. ...
Adjusting the Text Color on the Calendar (for Color By Professional & Facility Views)
You can now adjust the text color for specific room or professional appointment blocks when utilizing the “Color By” views within the calendar settings. Changing the Text Color by Professional Step 1: Navigate to Account Settings - Staff & Users. ...
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 ...
Client Retention Report
View your clients’ treatment timelines in an easy-to-read report to help identify your client retention vs. attrition. Step 1: Navigate to the Reporting page. Then, select Client Retention. Step 2: Filter by time frame and professional(s). Then, ...
Creating and Managing Referral Categories
Step 1: Navigate to a client chart and scroll down to Referral Category within the Client Overview page. Step 2: Select manage to pull up the list of referral categories. Step 3: Select Create Referral Category to add a new referral name. ⚠️Selecting ...
Note Status Report
Run a report to discover the status of your notes. Step 1: Navigate to the Reporting page and select Note Status Report. Step 2: Filter by professional, date range, note status. Then, select Filter. Totals for each note type will show above the list. ...
Adding / Editing Admin Notes within an Appointment
Quickly add and view administrative notes within your client appointments to provide more context or to include important reminders. Step 1: Create an appointment on the calendar and select add under Admin Notes:. Step 2: A rich text field will ...
New Features - February 2025!
You asked… MBP listened… We are excited to announce that the following NEW & IMPROVED features are now LIVE on MBP! NEW BILLING & REPORTS NEW — Client Retention Report View your clients’ treatment timelines in an easy-to-read report to help identify ...
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.
Using the Practice Calendar
You can now allow specific staff the ability to view one another’s calendars without granting access to their entire caseloads (enabled within the individual professionals’ settings). Step 1: Navigate to the user's Settings & Permissions. Under ...
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 ...