BAA, Terms of Service, and Privacy Policies

When you sign up for a free trial with MBP, you are prompted to read over our BAA, Terms of Service, and Privacy Policies. By checking the box and signing up for a free trial, you are agreeing to the terms set forth in these documents.
You can find our BAA, Terms of Services, Privacy Policies below:
Related Articles
Onboarding Worksheet
Please complete the attached onboarding worksheet prior to meeting with one of our onboarding specialists. If you would like to bulk-upload clients, please see the following Client Import Template for further instructions: Client Import Template
Editing Upcoming Appointments from the Client Chart
Now, staff can edit upcoming appointments right from the client's chart. Select the 'See Upcoming Appointments' modal available from any tab within the client chart. Then, choose the date and time of the appointment you want to edit to open the ...
Invoices By Appointment
Our new Advanced Invoicing feature allows users to create detailed invoices for their clients. It provides a clear breakdown by service, along with any payments allocated toward those services—making it easy to see what amount is owed and which ...
Editing & Resubmitting Claims - Denied, processing, etc.
Claims with a status of processing, completed or, denied are not editable and will read 'Insurance Claim Exists: Editing and deletion functionalities are currently disabled.' To edit and resubmit a claim (processing or completed), the claim must ...
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 ...