Client Import Template

Please complete the attached client import template.

For HIPAA-compliance purposes, once it has been filled out, please upload it to the Shared Practice Drive within your MBP account: Uploading to Shared Practice Drive

• Related Articles

• Adding a Collateral Client to an Appointment

  Collateral clients added to a primary client’s session, will not have a record of the session in their chart or be billed. If you prefer to have a record for both clients see Creating Client or Staff Groups. Create a new session and add the primary ...

• Adding a Client

  Step 1: select the Add Client button at the top right. Step 2: complete all of the necessary information to enroll your client. To quickly add a client to the system you only need their name. Uncheck “Enroll in Client Portal” See Enrolling Contact in ...

• Utilizing the Import Center

  Importing Your Data into MBP After entering your card information and selecting the appropriate migration package, you're now ready to upload your client import data into your My Best Practice account. Step 1: Log-in to My best Practice, then go to ...

• Updating Client Time Zone

  Navigate to the client chart ➡️ Overview tab. Scroll down to the Time Zone, select the proper time zone, and select Save Changes. Updating the clients time zone will update their appointments to the proper time based on their time zone. This will ...

• Creating Custom Note Template

  Step 1: Navigate to Account Settings within the Setting dropdown. Step 2: Go to Custom Notes tab then click + Add New Custom Note. Step 3: In the Properties tab, enter the name for the new note template and choose whether you want it to include the ...