Create Your Own Refer-a-Friend Link!
Step 1: Navigate to your Account Settings and click on the "Referral Center" tab.
Step 2: Click the + Add New Referral Link button
Step 3: Create a name for your referral link (e.g., your practice name) and press Save Changes
Step 4: Share your referral link with your friends and colleagues to receive 3 free months off your base subscription fee!
- Click Copy URL to easily copy your unique referral link to share however you'd like!
- Click Share to share your referral link to your Facebook network!
- Click Email to send your unique referral link to a specific friend/colleague directly through MBP!
After paying for their first month, your friends/colleagues will also receive 3 free months off their base subscription fee!
Related Articles
How to Create a Treatment Plan
Step 1: Navigate to the client’s appointment and select Add Note. Step 2: Open the Diagnosis tab. Then, select Treatment Plan. Here you can select a type of treatment plan, add dates, and select Save. Select New Plan to create a new treatment plan. ...Client Portal Guide
Step 1: Clients will receive an email for the enrollment in the Client Portal. Take the next step by clicking the 'Enroll in Client Portal' button provided in the email. Step 2: After clicking the link, clients will be directed to the Client Portal ...Customizing Appointment Reminders by Facility
You’ll now be able to include specific text within the text/email reminders based on the facility/room assigned to the appointment — ensuring that telehealth clients receive your telehealth information and in person clients know which office location ...Creating Intake Packets
Step 1: Design the individual surveys that you'd like to include in your intake packet. Directions for creating custom surveys can be found here (Designing Custom Surveys) Step 2: Navigate to the Packets tab within Surveys & Packets, and click + Add ...Turning on Text Alerts for Telehealth Notification
Step 1: Navigate to Settings - Account Settings - Practice Settings. Step 2: Select the Telehealth / AI Notes tab. Step 3: Choose the dropdown for ‘Telehealth Reminder Notification Method. Step 4: Select ‘Send to all notified emails and phone ...