Step 1: Navigate to Account Settings - Facilities and Rooms to create a facility called ‘Non-Client Appointments. Step 2: Add room(s) to the Non-client Facility. I.e., CLOSED, Personal, Holiday, Vacation. (You will still be able to add a title when ...
Please note: "invoice" is synonymous with "superbill." STEP 1: Ensure your account settings are configured correctly. (FAQ: Configuring Invoice Settings) STEP 2: Ensure the necessary client details are correctly input into their client profile and ...
You can add two types of appointments to your calendar. Client Appointments Non-Client Appointments Scheduling a Client Appointment Step 1: Click on the date/time within the calendar OR click on the New Session icon in the top right-hand corner of ...
You now have the ability to easily create bulk invoices for clients seeing multiple clinicians. Step 1: Click on the Create Invoice button in the menu bar. Step 2: Click on the "Bulk Invoice" button in the bottom left-hand corner of the pop-up ...
You can create cohorts within MBP to automatically send packets on a schedule of your choosing. This is great for sending intake packets at the time of creating a client -- OR -- to send out routine outcome measures or satisfaction surveys. Step 1: ...