Client portal guide

Billing portal help

A practical guide to signing in, using your practice workspace and keeping test data safe.

Signing in

Open the MCB Professionals billing portal.
Cloudflare Access emails a one-time code to your account email. Enter that code on the sign-in screen.
If you see “No practice access yet,” your email is not assigned to an active practice. Ask your MCB admin to add you.

Roles

Role	What you can do
Owner	Use every practice, manage practice settings, grant or remove practice admins, and access the website admin area and inquiries.
Practice admin	Use the board and files for assigned practices, add or remove members, and manage practice files. Practice admins cannot grant admin access or change practice settings.
Member	Use and save the board, upload and download files, and delete files they uploaded. Members cannot manage users, change settings or restore a backup.

Switching practices

Use the Practice selector in the board header. The portal remembers your last practice on this device. A practice you cannot access will not appear in your list.

Tour of the tabs

Dashboard

Shows progress on the 90-day plan, next tasks, workstream status, billing metrics and the scorecard for the selected practice.

Work queue

Includes to-do items, 90-day plan tasks and the analyzer worklist.

Claims

Start with Benefits check, then use Workflow for claim stages, details and checklists. The Claims view provides claims and payments, CSV import/export and a board backup.

Reports

Shows billing, payment, A/R, payer and dispute measures for the selected practice and date range.

IDR

Tracks dispute deadlines, open negotiation and federal or state IDR information, with a dispute case builder. Confirm dates against notices and official portals.

Codes and fees

Includes configured codes and fee fields, the claim edit checker and the charge/network model. Verify codes against the current CPT book and the practice charge master.

Tools

Includes denial letters and a claim journey map. Verify payer rules, codes and deadlines.

Files and forms

Stores practice documents and creates practice-scoped signing requests. Signed PDFs appear in Files. Uploads are visible only to that practice's users.

Settings

Practice admins manage team members. The owner can manage practices and grant or remove admin roles.

Forms and e-signatures

Test data only. Don't enter real patient information until HIPAA hosting is set up. Select forms, enter the patient's email and only the information requested by the chosen templates. Patient details are not included in signing links or email messages.

Copy the one-time signing link if the email relay is not connected. Links expire after 14 days. Resending creates a new link and invalidates the old one. A reminder is queued after 48 hours. Signed PDFs appear in Files and forms under Files.

Uploading files

Test files only. Don't upload real patient documents until MCB moves to a HIPAA-covered host. You can upload PDF, PNG, JPG, TIFF, CSV, TXT, DOCX and XLSX files up to 10 MB. Add a category and an optional claim reference or note.

Adding team members

Open Settings, choose Team and enter the person's email address.
Practice admins can add members. Only the owner can grant the Admin role.
Share the generated invite text. The person's Cloudflare one-time code goes to that email address.

Backups

Billing includes CSV import/export and a downloadable JSON backup. Practice admins can restore a backup; members cannot. Keep a backup before replacing board data, and restore only to the matching practice.

Data rules

Use claim numbers, patient initials and patient account/MRN only. Do not enter patient names or dates of birth. Use test or mock records here; the portal is not yet on a HIPAA-covered host.

Getting help

Email [email protected] or call 888-528-7451.