Recent Articles
Managing Starting Balances (imported clients)
Open balances for imported clients can be managed within the Client's chart. This will assist with tracking the balance as payments are made towards the open balance. Navigate to the Client Overview tab in the client's chart and find 'Starting ...
Availability Calendar (internal)
The availability calendar enables professionals to set their availability, allowing schedulers or professionals to view it without overwhelming the main calendar. Step 1: Navigate to Settings - Account Settings - Staff & Users. Then, select ...
Worldpay Risk Review PaySimple – Steps to resolve a review and have funds released
Worldpay is the backend processor connected to most My Best Practice accounts via the PaySimple integration. If Worldpay identifies abnormal payment activity with your account, they will email merchants to ask a few questions and/or request ...
How to reconcile deposits using PaySimple reporting
Log in to the PaySimple application If you don’t have a login, contact the Care Team @ 800-466-0992 opt 2 to request your activation email Follow these steps to generate reports that will show the Estimated Deposit Date: ...
New Features - April 2025!
New Features - April 2025! You asked… MBP listened… We are excited to announce that the following NEW & IMPROVED features are now LIVE on MBP! NEW BILLING & REPORTS NEW — Auto-pay for Insurance Clients Enroll insurance clients in auto-pay to ...