How to Set Up Insurance and Invoice WCB & MPI

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This section will walk you through how you set up the Patient Insurance for MPI and WCB. How to complete and invoice and how to Batch invoices.




Forms for MPI and WCB can be enabled under Settings>System and Company Settings>Forms & Letters Section>Forms  in order to view them in the Patient Profile.




Select the checkbox to the left of the items you want to be accessible in the patient profile under the Patient Profile Forms tab.


To use the form, open a Patient Profile, go the Forms tab and select one of the forms. 







Some information from the Patient Profile General page will auto-populate.  On some of the forms you are able to enter dates and text, select checkboxes throughout the Form and Print the form.


2. How to Set up Third Party Insurance


Navigate to Settings>Companies & Contacts>Third Party Companies > New Third Party.





Create the third parties, 1 for WCB and 1 for MPI.





3. Patient Insurance set up

Navigate to the Patient profile>Insurance Tab.




Set up 2 insurance records one for WCB and MPI.

Select New Insurance, Select WCB or MPI from the "Insurance" field drop-down options to create a record.




Select WCB or MPI from the "Insurance Company" field.


Fill in the remainder of the all Sections that apply to the patients claim. Then select Save.







4. How to set up the WCB Practitioner Profile

The Practitioner requires a WCB #. The number is entered under the Practitioner profile under the Insurance tab.





5. How to complete and invoice

The method for setting up and billing patients for MB Health is the same for both WCB and MPI.

Booking an appointment: On the appointment popup "Insurance" field it will be set to All Insurers, you will select WCB or MPI which ever one you are billing at the time.



When the appointment is completed, click the patient’s appointment block on the schedule and select Complete and Invoice.




Select Check Out.  The patient will not require an invoice since generally the coverage is 100%.  The insurance invoice is in the receivable status for you to send to WCB or MPIC.



6. Batch Invoicing

For a large volume clinic you can use the Batch Billing feature by going to Accounting>Print Batching>Create Batch Invoices.

How to Create A Batch Invoice for WCB & MPI

The chiro billing for WCB and MPI is the same process for both and only used by Chiropractors.



Go to Accounting>Create Batch Invoices.




Select Create Batch Invoices





9 Create the batch

This is the batch invoice window that will open for you to make your selections.




I have created a sample batch below. 

Type Third Party
Batch Name Give it a name for the file
End Date You can edit the date based on what the last day is you want to create this batch for.
Third Parties

Select WCB


If you have more than 1 location select the correct clinic you are creating the batch for.

Create Batch

Select the Create Batch icon to create the batch.




10. Confirm the batch

Confirm you want to create the Batch.  Select OK.




Select the "Click Here" link to view the batch.


11. Batch list

The batch appears in the list.




Click the blue icon to the left of the item. Make your selection to create invoices individually or consolidated invoices. You will be able to down load to email or print to fax.




Select to create either the MPI or WCB forms based on which insurance you have created the batch for.




12. Mark the batch

Then select to mark Batch as Printed or Sent. This indicates to you that you have sent the submission. 

You care able to delete the batch by clicking the icon to the left of the batch listed and select Delete.




If this batch is not for WCB and MPI chiro billing you will select the Consolidated Invoices.



You will be able to view the submission batch by changing the Search option Status field to Printed then click Search.


You will see a list of print batches. Click the blue icon to the left of the item to view.



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