DEFAULT TAB

1. Time Zone
   

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

2. Enable Appt Reminders/Days Before
   

1. Check this button if you’d like your clients to be able to opt into appointment reminders via text and/or email. 
   
1. Note: Either you or the client can turn on appointment reminders for as many phone numbers/emails as desired.
   
2. Enter the number of days prior to the scheduled appointment that you’d like for your clients to receive the text reminders.
   
3. You can click on the blue icon to view a preview of your reminder message. 

1. Enable Autopay (notification emails)
   

1. Check this button if you’d like to enable Auto-Pay on your account. 
   
1. 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.
   
1. 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.

2. Session Timeout (minutes)
   

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

3. Allocation Type 

1. For solo-practices, you will not need the allocation feature turned on as it applies to the Payroll Report only.
   

4. Allow Payments on Client Portal
   

1. 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.  
   

5. Enable Booking Widget for Existing Clients 
   

1. How-To: Create Your Booking Widget
   

6. Uses Supervision
   

1. How-To: Supervisory Features
   

7. Enable email notifications for reviewing surveys
   

1. 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. 
   

8. Client Display Name
   

1. 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. 
   

9. Billing Default View
   

1. You can choose to have the Billing tab default to one of the following: 
   
1. By Transaction = A chronological ledger of every billing transaction (billed/missed appts and payments)
   
2. 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)

10. Client Portal Banner Message
    

1. If you would like for all clients to receive a default message upon logging into their client portals, enter the message here.
   
1. Here is an example of how it will appear within the client’s portal. 
   

INVOICES TAB

1. Invoice Display Billing Address (Default)
   

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

2. Invoice Display Facility Address (Default)
   

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

3. Invoice Display Client Address (Default)
   

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

4. Invoice Display CPT Description (Default)
   

1. 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.
   

5. Invoice Display Signature (Default)
   

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

6. Auto-Generate Monthly Superbills
   

1. More info here: Setting Up Automatic Monthly Superbills) 
   

CLINICAL TAB

1. Select the appropriate options from the various dropdowns 
   
1. These will be the default templates selected for all client notes/case conceptualizations/treatment plans/intake interviews.
   
2. They can be adjusted for each specific client note. 
   

MISSED REASONS

1. You can enter the default rate that should populate when selecting the specific missed reasons for an appointment. 
   
1. 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. 
   
1. 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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