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When an individual who is new to your practice calls to make an appointment (or shows up as a walk-in), the first step will be to create a new Patient in MBSWin. The following is a summary of the steps for registering a Patient: Search the database to avoid duplicates Open a New Patient form.Read more

Before using MBSWin, you will first have to set up your Practice Tables, which are the building blocks for your practice’s database. They define everything having to do with your practice and how it operates, such as practice sites, providers, diagnoses, services, insurance plans, and much more. Many of the tables are straightforward, requiring simpleRead more

Each encounter, payment and adjustment is required to be associated with a Posting Period. The naming convention of a Posting Period must be xxxxxx (4 digit year and 2 digit month. A Posting Period will contain closed encounter batches and closed payment/adjustment batches. Once all encounters and transactions have been entered for a given PostingRead more

The only information truly needed for a Referring Provider is the name and NPI. However, for the purpose of correspondence, you may also record the Referring Practice and Referring Practice Sites. When a Referring Practice Site is selected, the phone number auto populates in the Referring Provider form. The phone number may also be manuallyRead more

This table allows you to create categories for notes linked to patients or encounters. Patient Note Types are useful when a user is searching a patient record for a specific type of note, allowing them to disregard irrelevant notes. The practice can also pull up reports listing notes of a certain Note Type.Read more

You will be updating this table frequently as you register patients or update patient insurance coverage and come across insurance plans that you do not yet have listed. It is very easy to create duplicates, so use Find diligently to see if the same Insurance Plan with the same address already exists before adding aRead more

This table is not required, but is useful for grouping together individual Insurance Plans for reporting purposes. For instance, you can run a report based on all of your Aetna, Medicare, or Medicaid products rather than running a separate report for each Insurance Plan and trying to merge them.Read more

This table will most likely be built gradually, adding entries when registering patients whose employers do not already appear on the list. To avoid duplicate entries, always use Find to search the table before adding an Employer for a new patient, as multiple patients may work at the same company. Name is the only requiredRead more

A Billing Account Type functions as a descriptor for a patient’s Billing Account, as well as indicating whether a Patient Statement will be produced or if the Patient Statement will be subject to dunning messages. A single Patient can have multiple Billing Accounts, each with different Billing Account Type. For instance, a patient might haveRead more

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