Client Portal: Updated Packet Header

With our new packet header, clients will have a clear understanding of which forms they will be completing in their packet, as they track their progress after each form submission.

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• Creating Intake Packets

  Step 1: Design the individual surveys that you'd like to include in your intake packet. Directions for creating custom surveys can be found here (Designing Custom Surveys) Step 2: Navigate to the Packets tab within Surveys & Packets, and click + Add ...

• Creating a Cohort to Schedule Send Packets (Intakes & ROMs)

  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: ...

• Fall '25 New Features

  New Features - Fall '25! We are excited to announce that the following NEW & IMPROVED features are now LIVE on MBP! NEW BILLING & REPORTS NEW — Advanced Client Invoicing You can now generate invoices by date of service, that clearly show client ...

• Client Portal Guide: Enrolling Additional Portal Users

  Step 1: Navigate to the client’s chart. Step 2: Select the Client Portal tab and click + Add New User. Step 3: A pop-up box for Add/Edit Portal User will appear. First, enter the user's details. Then, check the necessary box(es) to grant proper ...

• Client Portal: View Upcoming Appointments

  Now, clients can view a list of upcoming appointments by selecting the More button on the right-hand side of their Next Appointment on the client portal.