Creating/Managing/Scheduling Client Groups (Treatment Groups, Couples, or Families)

"Groups" in MBP refers to any appointments that include multiple clients -- IOPs, treatment groups, couples, or families. 

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• Creating Client or Staff Groups

  STEP 1: Navigate to the GROUPS tab within the Account Settings section. STEP 2: Click on the +Add New Group button. STEP 3: Complete the fields within theName & Description tab. Select Client or Staff Group Client groups = groups consisting of ...

• Scheduling Couples Therapy Sessions

  When you are booking an appointment for a couple, you'll want to create two separate client profiles for each member of the couple. This will allow them to receive private communication without the other having access, if applicable.  When scheduling ...

• Client Portal: Time Zone Update

  Once logged into the client portal, navigate to Settings and select Change Time Zone. Here, you will select your time zone and Save Changes. Updating your account to the proper time zone will update the appointments on your Scheduling tab based on ...

• Updating Client Time Zone

  Navigate to the client chart ➡️ Overview tab. Scroll down to the Time Zone, select the proper time zone, and select Save Changes. Updating the clients time zone will update their appointments to the proper time based on their time zone. This will ...

• Client Document Upload Notification

  Navigate to your Settings - Account Settings - General. Then, select Edit under Practice Settings. Once in Practice Settings, select the Notifications tab. Then, check the box labeled 'Notify on Client Document Upload'. This notification is at the ...