Training and Education

Customer Portal Link 

New Communications

• System Updates NEW! August 14, 2024
  
• Medical Services Claim Update May 30, 2024
• Medical Services Claim Update  April 16, 2024

• New Claims Processing System Billing Education
  

Training Manuals

• Customer Portal Batch Submission
• Customer Portal and Accuro Hosted Claims Submission
• Customer Portal and Accuro Local Client Claims Submission
• Customer Portal and CBS Claims Submisson
• Customer Portal and Perspect Claims
• Customer Portal Real-Time Submission for Dentists
• Customer Portal Real-Time Submission for Optometrists
• Customer Portal Claim Query
• Customer Portal Password Set-Up with MFA

FAQs

• Customer Portal FAQs - Training Session on March 15, 2024
• Customer Portal Go-Live FAQs - February 2024
  
• Customer Portal FAQ's - January 2024
  

Supporting Training Materials and Job Aids

• Troubleshooting for Customer Portal Login Issues NEW! November 7, 2024
• Reading the Daily Return.txt File
  
• Reading the Bi-Weekly Return.txt File
• Troubleshooting for Batch File Rejections
• How to Find Your Group Number in Customer Portal
• Updating Clinic 000
• Updating Clinic Number - Accuro Hosted and Local Clients
• Updating Clinic Number - CBS Clients
  
• Updating Clinic Number - ClinicAid
• Updating Clinic Number - Med Acccess
  

Training Videos

• How to Submit a Claims Batch File Submission
  
• New Features of the Customer Portal
• For Dentists and their clinic staff
  
• For Optometrists and their Clinic staff
  
• Customer Portal Log-in and Multi-Factor Authentication Process
  

Recorded Training Sessions

March 15, 2024 - MSB Training for Outstanding Tickets:

• Recorded Training Session - 45 minutes
  
• PowerPoint Slides
  

• Accuro Local
• Accuro Hosted (Cloud)
• CBS/Navicert
• Perspect
  
• General
  
• Dentists and Dentist Office Staff
  

Forms and Responsibilities

• Group Number User Access Change Form - Fax Option (If you have an existing group number, doctor number and clinic number and require a user to be added, changed or terminated within Customer Portal, please fax in this form)
  
• MSB Customer Portal Authorized User Responsibilities