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 ...
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" ...
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: ...