Back-Dating Appts from Outside MBP

As part of the client import process, all previous client appointments will not automatically be added to your calendar. 

However, when requested, we can add previous appointments to your MBP calendar for you in bulk.

PLEASE NOTE: 

1. These back-dated appointments will not have billing information pulled through, as we assume the payments due for these appointments have been accounted for and all billing documents created prior to switching to MBP. 
2. There will also be no session note data tied to these appointments. To view previous session notes, you will need to access them from the clients' Document Centers. 
   

In order to have your back-dated appointments uploaded to your MBP calendar, you will need to download a CSV or Excel file from your current EHR. If they do not have this functionality, we will be unable to backdate the appointments. 

USERS MIGRATING FROM SIMPLE PRACTICE

To pull this report from Simple Practice, you'll want to widen the date range to include all your historic appointments. For further information on how to export this information, please scroll down to the very bottom of this guide: SP Appointment Status Export 

• Related Articles

• Transition to MBP Packet

  To help your clients transition from your previous EHR, we have created the "Transition to MBP" packet, which provides step-by-step instructions from the clients' perspective. The text included in the email that is sent with packet has been ...

• Getting Ready for MBP's Data Import

  MBP understands that migrating from another EHR can be daunting, but this guide will walk you through each step to make it as seamless as possible. Step 1: Follow the instructions from your current EHR to export all of your client data. You can find ...

• Understanding MBP's Two-Way Sync with Google Calendar

  SPECIFICS OF TWO-WAY SYNC If you have not yet done so, please see the instructions for setting up your MBP calendar for two-way sync with Google calendar here: Syncing to Google Calendar IMPORTANT - The two-way sync functionality exists only for the ...

• Converting Non-Client Appts to Client Appts

  You can now easily convert NON-CLIENT APPOINTMENTS directly into CLIENT APPOINTMENTS. If you are utilizing the two-way sync with Google Calendar, this will make converting the appointments you've added directly within Google so much easier!

• Cancelling Subscription

  We're sorry to see you go! If you have client data that you need to export from the system, please do so before cancelling your account. To do so, please see the how-to guide here: Exporting Account Data STEP 1: Navigate to your Account Settings from ...