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 the Name & Description tab. Display group appointments on all staff calendars = appointment will ...

• 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 ...

• Adding a Collateral Client to an Appointment

  Collateral clients added to a primary client’s session, will not have a record of the session in their chart or be billed. If you prefer to have a record for both clients see Creating Client or Staff Groups. Create a new session and add the primary ...

• 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. ...

• Treatment Plan Overdue Within To-Do List

  Step 1: Navigate to the To-Do List page by selecting the To-Do tab from the main screen. Then, select TX Plan Overdue. Step 2: Update the variables by selecting clinician(s) and entering the amount of days overdue. Step 3: Select the client’s name to ...