Creating Line Items for Appointments/Invoices (e.g., CC Processing Fees)

Creating Line Items for Appointments/Invoices (e.g., CC Processing Fees)


    • Related Articles

    • Creating Invoices/Superbills

      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 ...
    • Adding Appointments to the Calendar

      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 ...
    • Creating Bulk Invoices

      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 ...
    • Enrolling in e-prescribe (DoseSpot)

      First, reach out to support@mbpractice.com to add e-scripts to your subscription Step 1: Navigate to the To-Do list. Step 2: Select the Prescriptions tab, and complete the DoseSpot ePrescribing Authorization Agreement & Identity Proofing Agreement.
    • Creating Online Booking Widget (NEW CLIENTS)

      Step 1: Navigate to Account Settings within the Settings Dropdown Step 2: Click on the Online Booking tab on the left-hand side & choose your subdomain (the name that will be included in your unique booking page) and click "Create Practice Domain" ...