Getting Ready for MBP's Data Import

Getting Ready for MBP's Data Import

MBP understands that migrating from another EHR can be daunting, but this guide will walk you through each step to make it as seamless as possible.

Step 1: Follow the instructions from your current EHR to export all of your client data. You can find the directions for some of the more common EHR's here:

    1. For solo practices, please export the complete client data in one Zip folder. 
    2. For group practices, please export the complete client data as separate Zip folders for each individual provider.
  2. TheraNest
  3. Therapy Notes -- Request your account data export by contacting their support team
IMPORTANT NOTE REGARDING DATA IMPORT:
Due to how different EHRs provide their data exports, MBP is only able to import the information as it is given to us. 
  1. Simple Practice Constraints
    1.  DIAGNOSES -- SP's diagnoses are listed within a PDF document called Diagnosis and Treatment Plan. 
      1. We cannot export the diagnoses from these individual PDFs. 
      2. However, you can use our "Missing Dx Code(s)" feature within the To-Do List to quickly go through your list of clients and add the appropriate diagnosis codes. 
    2. SESSION NOTES & OTHER CLINICAL DOCUMENTS -- SP provides all documentation in PDF format. 
      1. The documents for each client will be filed within their individual Document Center. 
      2. In order to view historic notes and/or medical records, you'll need to download the PDFs from the Document Center

STEP 2: In order to use MBP's Import Center, you will need to add a payment method to your account. 

**Your card will not be charged until your 14-day free trial period has ended. 

Step 3: Once you have exported all of the data from your previous EHR, navigate to your Account Settings found in the Settings dropdown.

Step 4: Click on the Import Center tab on the left-hand side. 

Typically, this can be completed within 1 business day. However, if you require it sooner, please let us know in the Notes field. 

Step 6: While our team handles importing your client information, please review our Comprehensive Onboarding Guide to begin customizing your account. 

NEED MORE SUPPORT?

You can utilize the support center directly from within anywhere in MBP to quickly search our knowledge-base, submit support tickets, or view our step-by-step guides as you navigate within your account. 

To open the support center from anywhere, simply click on the blue question mark located in the bottom right-hand corner of your screen. 

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