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 simple information, such as addresses, phone numbers, ID numbers, etc. Others will require more strategic thought because they will determine, for instance, how things are grouped together for reporting.
Tables are accessed via the Tables menu at the top of the MBSWin Billing Screen.
Although you will set up your tables before starting to use MBSWin, they can be updated at any time afterward as needed, such as adding new entries, changing existing entries, or deactivating existing entries.
While each table is unique in terms of the type of information it contains, navigation is the same for all tables. To bring up a table, simply select it from the Tables menu, as shown above. For this example, let’s look at the Insurance Plans table.
When you pull up the table, it shows all of the active entries, sorted by ID.
Clicking the search icon will take you to the relevant table, from which you can perform the “find” function to locate your selection. Clicking the details icon will pull up the individual form for the selection, allowing you to review the information it contains.
Clicking the Add button creates a new row, allowing you to enter a new phone number. You may type the phone number with or without the dash, the system will auto format it with the dash when you tab to the next field. You can also delete a phone number by clicking on the desired row to select it, and then pressing the Delete button.
All three buttons cause the form to be saved. The differences are as follows: