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General Navigation Billing contains its own Reports menu. Each report serves a different function in the workflow and can either be printed, viewed in preview mode, or exported to a file. When viewed in preview mode, the toolbar shown below gives the following options:  Export: Click to save in Crystal Reports, Word, Excel, Access, orRead more

Scheduling: Delete Appointment It is also possible to delete an Appointment, but doing so eliminates all records of its existence. Therefore, best practice is to cancel unless the Appointment was created in error or is a personal appointment that the Resource is canceling. Perform the following steps to delete and Appointment: From the calendar view,Read more

When you cancel an Appointment, it disappears from the Scheduling calendar, but the patient’s appointment remains as history on the Appointments Tab with a Red “X” for Cancelled. Perform the following steps to cancel an Appointment: Double-click on the Appointment. The Appointment form will open, as shown below. Check the Cancelled box on the rightRead more

When changing an existing Appointment, it is important to check the Scheduling calendar first to ensure the new date/site/appointment type is compatible with the scheduling block to which you’re moving it. Upon saving, the system will give a warning if you are violating any of the rules, but will allow you to decide whether toRead more

While the best practice is to use Next Available and let the system locate an appropriate time slot, an experienced scheduler who is familiar with the scheduling rules can select desired time slots directly. Simply click to highlight the time slot directly on the Scheduling calendar and then click New on the toolbar (or justRead more

The Next Available feature is the most efficient way to schedule an appointment while ensuring that you are following your practice’s scheduling policies. It allows you to enter the desired conditions for the appointment and then provides a list of available date/time slots that fit the criteria. Perform the following steps to schedule an appointmentRead more

Ideally, the workflow for scheduling an Appointment as requested by or for a Patient would flow as follows: Search for Patient in database. If Patient exists in the system, skip to step 3 If Patient does not exist, or is in the system as a Person, proceed to step 2. Create New Patient or MakeRead more

There are several ways to move forward or backward through the dates in the calendar. Navigation Arrows Clicking the blue left/right arrows (see below) on the top left corner of the calendar shifts the dates one day, one week, or one month (depending on the view you have selected) forward or backward. Monthly Calendar TheRead more

MBSWin Scheduling is integrated within MBSWin Billing. To access MBSWin Scheduling, click on Scheduling from the Accounts menu on the left side of the MBSWin Dashboard. MBSWin Scheduling will open in a separate window, as shown below. The view shown above is a single Resource Work Week view. The toolbar offers a selection of otherRead more