Navigate to the Account Settings section of your account. 

Click on the “Edit” button on the “Practice Settings” bucket within the General tab.

DEFAULT TAB

• Include Group Appointment on the Scroll

• This will display group note(s) when scrolling through a client chart where applicable.

• Enable Session Note Lock Word Confirmation

• This feature will require typing the word ‘lock’ to lock the note.

• Required Fields When Marking Session as Missed

• Requires the reason text box to be completed when marking a session as missed.

• Uses Supervision

• How-To: Supervisory Features

• Client Display Name

• This is what will be displayed if you utilize the Google Calendar Sync or if you choose to "Hide Names" within MBP in your calendar settings. 

• Calendar Amount Display

• Total Outstanding Balance Due - includes all balances i.e., insurance.

• Total Client Balance Due - clients balance not including insurance balance

• Calendar Border Color

• Allows for custom border colors on the calendar

• Allocation type

• All practice’s should have Uses Allocation selected. No Allocation is not common.

• Billing Default View

• You can choose to have the Billing tab default to one of the following: 

• By Transaction = A chronological ledger of every billing transaction (billed/missed appts and payments)

• By Appointment = All appointments will be listed and the status will change accordingly based on the status of the specific appointment (Billed, Missed, or Paid)

• Time Zone

• This will be the default time zone for all staff members’ calendars.

• Session Timeout (minutes)

• For security purposes, enter the desired duration of inactivity (in minutes) before your staff is automatically logged out of the system. 

INVOICES TAB

• Hide Other Professionals

• Check this button if you don’t want to see other professionals billing

• Enable Future Invoicing

• Check this button if you want to be able to create invoices for future appointments (this is uncommon).

• Uses Invoice Numbers

• Check this button if you want the system to automatically generate an invoice number.

• Shows Prior Balance

• Check this button if you want invoices to include prior balances.

• Auto-generate previous month’s superbill on the…

• More info here: Setting Up Automatic Monthly Superbills

• Invoice File Name Prefix

• Complete this box if you want to add a name to the beginning of the invoice file.

• Default Invoice Options

• Make this a receipt including payment(s)

• Check this button if you would like to display client payments on the superbill/invoice.

• Display Billing Address

• Check this button if you would like for your clients’ superbills/invoices to reflect the billing address of your practice.

• Display Facility Address

• Check this button if you would like for your clients’ superbills/invoices to reflect the specific facility address selected during the appointment creation. 

• Display Client Address

• Check this button if you would like for your clients’ superbills/invoices to reflect the address entered for the client. 

•  Display CPT Description

• Check this button if you would like for the CPT Description entered when creating your CPT codes (e.g., individual psychotherapy; group therapy; etc.) to be included on the superbills/invoices.

• Display Signature

• Check this button if you would like for your superbills/invoices to include the signature you've entered into your Staff & User settings.

• Display Diagnosis Code

• Check this button if you would like for your superbills/invoices to include the diagnosis code you’ve entered in the client diagnosis tab.

CLINICAL TAB

• Select the appropriate options from the various dropdowns 

• These will be the default templates selected for all client notes/case conceptualizations/treatment plans/intake interviews.

• They can be adjusted for each specific client note. 

MISSED REASONS

• You can enter the default rate that should populate when selecting the specific missed reasons for an appointment. 

• For example, if my policy states that the client will incur a $100 fee for late-cancelled appointments, I would check off the button next to Late-Cancelled and enter $100 as the default amount. 

• These can always be adjusted when marking a specific appointment as missed. 

CUSTOM FIELDS

You can customize up to 6 additional fields to be added to your clients’ profiles.

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AUTO-TEXT

• You can customize your auto-text groups by checking off any groups you do not want to see in the session note.

DEFAULT RATES

• You can enter the default rate that should populate when selecting the specific CPT code for an appointment. This can also be overridden at the professional or client level.

CLIENT PORTAL

• Enroll Client in Portal by Default

• Check this off if you want the system to automatically enroll clients in the portal.

• Use Client Nickname as Preferred Name on the Client Portal

• Check this off if client nicknames should be the default name in the client portal.

• Enable Client Messaging

• Check this off if you want to communicate with clients through our messaging feature.

• Enable Booking Widget for Existing Clients 

• How-To: Create Your Booking Widget

• Enable Client Invoicing

• Check this off if you want to allow clients to create their own superbills

• Allow Payments on Client Portal

• Check this off if you'd like your clients to see a "Pay Now" button within their portal to submit payments whenever they'd like.  

• Client Portal Banner Message

• If you would like for all clients to receive a default message upon logging into their client portals, enter the message here.

• Here is an example of how it will appear within the client’s portal. 

INSURANCE

• Professional Insurance Signature Requirement 

• Professional’s File - select this option to use the client’s default professional’s signature

• Session Note - select this option to use the professional signature from the session note

• Enable Auto-File Claims 

• check this box to initiate auto-file claims. Claims that are ready to be filed will no longer appear in Pending and will automatically land in processing. Claims that are missing any required items will be pending.

• Clients allowed to enter insurance 

• Check this box to allow clients to enter their insurance information on the client portal.

• Auto Post Insurance Payments & Denials 

• check this box to initiate auto post payments and denials

• Auto Post Insurance Write-offs 

• Check this box to initiate auto post write-offs (must have auto post payments and denials checked off first)

NOTIFICATIONS

• Enable Appt Reminders/Days Before

• Check this button if you’d like your clients to be able to opt into appointment reminders via text and/or email. 

• Note: Either you or the client can turn on appointment reminders for as many phone numbers/emails as desired.

• Enter the number of days prior to the scheduled appointment that you’d like for your clients to receive the text reminders.

• You can click on the blue icon to view a preview of your reminder message. 

• Enable email notifications for reviewing surveys

• By enabling this feature, you will receive an email notification whenever a new survey has been completed by one of your clients. You can then login and access the Surveys to Review tab within the To-Do List to view which surveys have been submitted. 

• Notify on Client Document Upload

• Enable Client Balance Report (notification email)

• Override Insurance ERA Notifications Email

• Enable Autopay (notification emails)

• Check this button if you’d like to enable Auto-Pay on your account. 

• Please note: Auto-Pay will run each night. If you enter an email address in this field, about an hour before the charges are processed, you will receive a pre-autopay report notating everyone who is due to be charged.

• In the text field, include the email address of the user who should receive the transaction list for ALL auto-payments due to be charged each evening.

• Enable Client Balance Notification

• Weekly

• Monthly

TELEHEALTH/AI NOTES

• Telehealth

• Clinicians Can Enroll in Telehealth 

• select this option to give all clinicians the ability to enroll/unenroll in telehealth.

• Clinicians Can Enable Telehealth Session Recordings 

• select this option to allow all clinicians to enable/disable telehealth session recordings.

• Alert Clinicians Before Session Ends (Minutes) 

• This option will initiate an alert minutes before a telehealth session ends.

• AI Notes

• Use AI Notes 

• select this option to enroll in AI notes

• Require Approval for AI Notes

• select this option to require clinicians to get approval to use AI notes

• Delete Recording After Processing

• select this option to automatically delete session recordings once the note has been generated.

• Overwrite Existing Note

• select this option to overwrite any existing note with the AI note.

• Individual Session

• Format for AI-Generated Note

• Session Note Type for Auto-Saved AI Generated Notes

• Field for Saving AI-Generated Note in Selected Session Type  

• Group Session

• Format for AI-Generated Note

• Session Note Type for Auto-Saved AI Generated Notes

• Field for Saving AI-Generated Note in Selected Session Type  

• Staff Group Session

• Format for AI-Generated Note

• Session Note Type for Auto-Saved AI Generated Notes

• Field for Saving AI-Generated Note in Selected Session Type