Users have the ability to filter the Billed vs. Collected report by clinician, making it easier to review productivity, billing activity, and collection trends for individual team members.
Users have the option to choose which insurance type appears by default when adding insurance details to a client chart. This helps streamline data entry and keeps things consistent across the practice.
NEW - Prior Authorizations
Users can now add prior authorizations directly within a client’s chart, making it easier to track authorization requirements and stay aligned with payer limits.
Users can now report on prior authorizations, giving practices clearer visibility into authorization usage, limits, and upcoming expirations.
NEW - Hover Feature
Users can enable our hover feature to instantly preview key client details without opening the full chart. This helps streamline workflows and reduces extra clicks during scheduling or chart management.
CLINICAL & OTHER IMPROVEMENTS
NEW - Advanced AI Prompt Note
Users can now choose from our pre‑built AI Prompt note templates or create their own custom prompts to match their documentation style and clinical workflow.
NEW - Metrics Alert
NEW - Lock Diagnosis tab (Treatment Plan, Case Conceptualization, Intake Interview)
Users can lock all of their clinical notes, including treatment plans, case conceptualizations, and intake interviews. This ensures documentation remains accurate, finalized, and compliant once completed.
NEW - Prevent Professionals from editing their auto-sign note settings
Administrators can now restrict Basic Professionals from editing their own auto‑sign note settings
Our team is working on getting all of these new features documented within the MBP Support Center. Articles detailing new features and updates/improvements to existing features can be found within the NEW FEATURES section of the knowledge base.