Creating and Managing Referral Categories
Step 1: Navigate to a client chart and scroll down to Referral Category within the Client Overview page.
Step 2: Select manage to pull up the list of referral categories.
Step 3: Select Create Referral Category to add a new referral name.
Related Articles
Adding a Client
Step 1: select the Add Client button at the top right. Step 2: complete all of the necessary information to enroll your client. To quickly add a client to the system you only need their name. Uncheck “Enroll in Client Portal” See Enrolling Contact in ...Creating Non-Client Appointments
Step 1: Navigate to Account Settings - Facilities and Rooms to create a facility called ‘Non-Client Appointments. Step 2: Add room(s) to the Non-client Facility. I.e., CLOSED, Personal, Holiday, Vacation. (You will still be able to add a title when ...Adding Appointments to the Calendar
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 ...Adding New Diagnosis Codes to Codes & Metrics
Step 1: Navigate to Account Settings - Codes & Metrics. Step 2: Select the Diagnosis tab on the right-hand side. Then, choose +Add New Diagnosis. Step 3: Select the type of diagnosis from the dropdown or create a new type by clicking (New). Step 4: ...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.