NEW - Client Inquiry Form
Our new Client Inquiry Forms make it easier than ever for prospective clients to reach your practice—capturing key details up front and sending submissions directly into MBP for quick follow‑up.
Users can create all-day events with one click.
NEW - Require Payment Method and/or Insurance Before Submission
You can now require clients to add a payment method or insurance plan during intake—plus instantly set any newly collected card as their AutoPay method for seamless billing.
NEW - Diagnostic Assessment
Assessments can now be completed directly from the Diagnosis tab for a smoother workflow.
All documentation created within the Diagnosis tab—including Treatment Plan, Intake Interview, Case Conceptualization, and Assessment—can be sent to a supervisor for review.
NEW - Messaging Signature Box
Users can create a personalized signature that automatically appears at the bottom of the messages they send through My Best Practice.
Users can now communicate with clients, clinicians, and non‑clinical staff in a more unified, consistent, and professional manner through the enhanced Messaging feature.
NEW - Message Clients by Tag
NEW - Events Tab Filter
The Events tab now includes powerful new filters that let you quickly sort documentation by date range, event type, and professional for a clearer, more efficient review of a client’s timeline
NEW - Auto Allocations
This feature lets you instantly apply any unallocated payments to the client’s oldest outstanding balances, saving time and ensuring accurate, consistent billing.
Automatically email credit card receipts to clients as soon as a payment is processed.
NEW - Client Balance Reporting
Users can now filter by tags
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.