Step 1: Navigate to Account Settings

 

Step 2: Click on "Edit" for your Practice Settings

Step 3: Choose the "Client Portal tab". Then, click on "Profile Completion Settings" 

Step 4: Click "Enable Profile Completion"

 

Step 5: Choose which items to include for profile completion

1. Client Information -- This will prompt the portal user to enter the client's Date of Birth
   
1. If one has already been entered for them on the provider-side, then this item will already be marked as completed. 
   
2. Contact Information -- This will prompt the portal user to enter their phone number and address
   
1. If a phone number AND address have already been added to the client's profile on the provider-side, then this item will already be marked as completed. 
   
3. Emergency Contact -- This will prompt the portal user to enter an emergency contact phone number and address.
4. Notifications -- This will prompt the portal user to choose whether they want to receive text or email appointment reminders. 
   
1. The number of days in which the reminder will go out for all clients is configured at the practice settings level (Configuring Practice Settings)
   
5. Payment Methods -- This will prompt the portal user to enter their credit card information, which will be securely stored and can be used to collect payment from within MBP
   
6. Insurance Plan -- This will prompt the portal user to enter their insurance information including a picture of the front and back of the card.
Please note -- this option will only be available if you have completed the application for our integrated e-payment system (Submitting Application for E-Payments)

Step 6: Press "Save Changes"

Note: Once saved, the changes will automatically update for all existing and new client portal users. 

Please see the following video example of what your clients will see upon logging into their client portals: Complete Your Profile - MBP