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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

The Appts/Encounters tab on the Patient record allows you to do the following: View list of Patient Appointments Add/view Patient Recalls Add/view Facility Admissions View/edit Encounters Patient Appointments The Patient Appointments section shows a list of all the Patient’s scheduled appointments, including past appointments. It also shows whether each appointment is confirmed, canceled, no-show, orRead more

Print Demographics From the menu at the top of the Patient screen, select Reports > Print Demographics. Address Labels (Print Now) From the menu at the top of the Patient screen, select Reports > Address Label > Print Now The Label Queue Print dialog box will appear. Select the label position (starting row and column,Read more

Questions regarding the an individual’s balance can be researched by viewing the Patient account and Patient Ledger. Perform the following steps to view the Patient Ledger: From the Accounts menu on the left, click on Patients. Search for and select the desired Patient from the database. The Patient form will open, and the Balance sectionRead more

When a Patient moves, or changes their home phone number, it may affect other Patients or Persons in the system if they have family members who are also seen at the practice or are listed as Guarantors, Emergency Contacts, or Subscribers. Rather than updating each person or patient individually to make the necessary changes, performRead more

Some practices collect the Patient Co-pay upon checkin, while other collect the Co-pay at checkout. Either workflow is fine, as long as the Co-pay is entered into MBSWin at the time of collection. Doing so allows for the following: Provides a printed receipt for the Adds the credit to the Patient account that can beRead more