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Practice Sites relate to box 32 on CMS-1500, Form 1500 for “Office” services. Complete a separate Practice Site form for each location. To add a Practice Site, click New, fill in the required fields on the Practice Site form, and save. If the Site address is the same as the Practice address, check the “UseRead more

There will only ever be one entry in this table. It represents the overall business associated with the Tax ID Number. MBS sets up the Practice with the required fields filled in. To add or edit information, double-click on the Practice, edit the desired fields, and click Save. If TIN Type is EIN, enter theRead more

Resource Sets come in handy when a patient does not have a preference as to which doctor he or she sees. A resource set such as “All Doctors” will allow you to search for the next available appointment for any doctor included in the Resource Set, as opposed to searching one doctor at a time.Read more

Enter information for any resource that needs to be reserved for appointments (i.e. doctors, nurses, PAs, therapists, procedure rooms, equipment, etc.). Small, portable equipment that doesn’t specifically need to be reserved (i.e. EKG) should not be entered here. For flexibility in scheduling, a nurse does not need to be a specific person, but rather aRead more

A scheduling block is used to lay out the rules for how a block of time is to be scheduled. The following are the terms to be familiar with: Major: The appointment type that takes priority during the scheduling block. For example, many doctors have certain blocks of time reserved for New Patient visits. SettingRead more

Within each Appointment Category are more specific Appointment Types. For example, under the Appointment Category “Patient Care,” you might have appointment types such as new patient, established patient, well visit, follow-up, and procedure. It is up to each practice to determine its Appointment Types, but a good rule of thumb is that they are descriptiveRead more

Appointment Categories help you organize your appointment types. You may decide on your own, but some commonly used Appointment Categories include the following: Administrative – meetings, drug rep visits, holidays, etc., used mostly to block out time where patients will not be seen. Patient Care – patient appointments with a provider. Nurse Visits – patientRead more

Appointment sites are all the different locations where patients are seen. If a practice has only one site, this option is sometime used to define revenue centers in the office. Note that unlike many of the other tables, double-clicking on a row will not open a separate window in which to enter data; all dataRead more

The Dashboard is the home screen of the MBSWin system. It provides an at-a-glance view of workflow progress. Clicking the Refresh button gives the most up-to-date numbers. The Dashboard is broken into the following sections: Practice The Practice section of the Dashboard shows the number and dollar value of items open in various stages ofRead more

User ID: Each User is assigned a unique ID that traces their actions in the system. Password: Passwords are assigned by the system administrator and may not be changed by the User (unless user has administrative rights). In order to maintain security, Users should keep their passwords private. Once User ID and Password are entered,Read more